Chief Financial Officer (CFO)

Chief Financial Officer (CFO)

Overview for CFO:

A rapidly growing, acquisition-focused mechanical services organization is seeking a Chief Financial Officer (CFO) to join its executive leadership team. This individual will play a critical role in driving financial strategy, operational excellence, and long-term growth initiatives as the company continues to expand through acquisition and organic growth.

The CFO will serve as a key business partner to executive leadership, helping guide strategic decision-making, improve financial processes, integrate acquisitions, and develop scalable systems to support future growth. This is an opportunity for a hands‑on leader who can balance high‑level strategy with operational execution.

Responsibilities of CFO:

Financial Leadership & Reporting

• Lead the overall finance and accounting functions for the organization.
• Oversee monthly, quarterly, and annual close processes.
• Review financial statements, journal entries, variance analyses, and supporting schedules.
• Ensure timely and accurate financial reporting packages for executive leadership.
• Manage cash flow, forecasting, working capital, and overall financial performance.
• Lead annual budgeting and forecasting processes.

Strategic Planning & Business Partnership

• Partner with executive leadership on growth initiatives, pricing strategies, and market expansion opportunities.
• Provide financial insights and recommendations that drive profitability and operational efficiency.
• Participate as a key member of the executive leadership team, helping shape the organization’s long‑term vision and strategy.
• Develop KPIs and reporting tools that support data‑driven decision‑making.

Mergers & Acquisitions

• Support acquisition strategy, including financial due diligence, integration planning, and post‑acquisition optimization.
• Assist with the evaluation of acquisition opportunities and financial modeling.
• Lead financial integration efforts as new businesses are added to the organization.

Process Improvement & Technology

• Drive continuous improvement initiatives across finance and accounting functions.
• Lead ERP implementation and system enhancement initiatives.
• Identify opportunities to leverage automation, AI, and technology to improve efficiency and scalability.
• Evaluate current financial processes and implement best practices to support future growth.

Leadership & Team Development

• Mentor and develop accounting and finance team members.
• Foster a culture of accountability, collaboration, and continuous improvement.
• Build organizational capabilities to support rapid growth and increasing complexity.

Qualifications

Required

• Previous CFO, VP of Finance, or senior finance leadership experience.
• Strong background in financial reporting, forecasting, budgeting, and cash flow management.
• Experience supporting or leading mergers and acquisitions activities.
• Proven ability to operate as a strategic business partner to executive leadership.
• Strong leadership, communication, and team development skills.
• Self-starter with the ability to thrive in a fast‑paced, growth‑oriented environment.

Preferred

• CPA designation.
• Experience within HVAC, mechanical services, construction, field services, or related industries.
• Experience in private equity‑backed or acquisition‑focused organizations.
• ERP implementation experience.
• Experience leveraging AI, automation, and technology to improve finance operations.

Compensation & Benefits

• Base Salary: Approximately $210,000
• Performance‑Based Incentive Compensation: Significant bonus opportunity tied to company and individual performance
• Equity Participation Opportunity
• Comprehensive Benefits Package

Why Join?

• Executive leadership role with significant influence on company strategy.
• Opportunity to help scale a high‑growth organization through acquisitions and operational excellence.
• Exposure to complex M&A activity and enterprise‑wide transformation initiatives.
• Strong executive team committed to innovation, technology adoption, and continuous improvement.
• Opportunity to create lasting impact while participating in the organization’s long‑term success.