Chief Financial Officer

Job Description

Chief Financial Officer

Rochester, NY

JK Executive Strategies is proud to partner with an established, family-owned mechanical contracting company in search of a Chief Financial Officer to join its executive leadership team.

Headquartered in Rochester, New York, the company serves commercial, industrial, healthcare, and institutional clients through mechanical construction and service operations. Its capabilities include HVAC, plumbing, piping, sheet metal fabrication, and building automation. The organization values safety, long-term employee relationships, and repeat business built on strong customer and vendor partnerships.

Reporting to the Chief Executive Officer, the Chief Financial Officer will provide strategic financial leadership and oversight of finance, information technology, and purchasing/procurement. The CFO will partner with the Regional and functional department leaders to maintain financial reporting and cash-flow integrity, strengthen financial analysis, and support continued growth across multiple locations.

This role combines executive leadership with hands-on financial expertise. The CFO will guide a 10-person finance function, information technology, supply chain, support HR-related financial activities, and work with executive leadership and external advisors on audits, valuations, tax compliance, risk management and corporate governance matters.

Responsibilities

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• Provide strategic financial guidance to the CEO and executive leadership team, translating financial results and analysis into recommendations for the business.
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• Lead and support the Controller, Service Accounting Manager, IT department, and purchasing/procurement team, providing direction, accountability, and opportunities for development.
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• Oversee day-to-day accounting, cash-flow integrity, and financial reporting in partnership with the Controller and accounting staff.
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• Oversee work-in-progress reporting, percentage-of-completion revenue recognition, underbilling and overbilling adjustments, and manufacturing cost accounting across construction, service, and fabrication operations.
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• Partner with project executives, project managers, and the Controller to review project financial performance and provide analysis and recommendations.
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• Lead financial audit preparation, coordinate external CPA reviews, and evaluate financial due diligence as needed.
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• Collaborate with appraisers, legal counsel, and other advisors to substantiate corporate valuations, analyze equity structures, and address tax compliance and ownership transition matters.
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• Manage commercial banking relationships and fraud risk mitigation; support the CEO on bonding/surety, workers’ compensation audits, and property/casualty insurance matters.
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• Work within the customized IBM AS/400 environment to extract and analyze financial data and document standard operating procedures across multiple offices.
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• Provide oversight of IT operations and support leadership succession planning, working with internal technical staff and outside providers.
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• Help advance the purchasing/procurement function and coordinate with HR on payroll, union benefits, and related reporting.
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• Prepare executive leadership meeting minutes and formal board/management resolutions, and maintain corporate compliance records.
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Requirements

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• 10+ years of senior financial leadership experience as an Interim CFO, Corporate Controller, VP of Finance, or in a comparable role.
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• Construction accounting experience, with a background in commercial construction, specialty trades, or mechanical/service contracting.
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• Proven, hands-on experience navigating and reporting from IBM AS/400 legacy ERP environments.
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• Experience with WIP reporting, percentage-of-completion accounting, and project financial analysis.
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• A direct track record leading financial audits, business valuation defense, and estate/equity transition finance and due diligence.
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• Bachelor’s or Master’s degree in Accounting or Finance; active CPA strongly preferred.
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• The ability to provide strategic direction while working collaboratively with the Controller and other department leaders.
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• A self-directed, innovative approach, initiative, and the desire to grow with the organization.
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• Willingness to work extended hours as business needs require.
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• System implementation and risk management experience preferred.
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Salary Range

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• $180,000–$195,000 base salary
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JK Executive Strategies is an Equal Opportunity Employer. It is the policy of JK Executive Strategies to provide equal opportunity in employment and conditions of employment to all individuals regardless of age, race, color, religious beliefs, national origin, sexual orientation, gender identity, sex, veteran or military status, disability, pregnancy-related condition, predisposing genetic characteristics, genetic information, marital status, familial status, prior arrest, domestic violence victim status, non-job related convictions, participation in lawful activities outside of our workplace, or any other status protected by law.