Operations & Finance Manager

Job Description

Job Description

We are looking for an experienced Operations & Finance Manager to join a well-established family-owned service organization. In this senior leadership position, you will work closely with ownership to strengthen business performance, guide long-range planning, and support sustainable growth. This role centers on financial stewardship, operational strategy, and organizational improvement while partnering with operational leaders to align execution with company objectives.

Responsibilities:

• Collaborate with ownership to shape growth plans, evaluate expansion opportunities, and develop strategies that support revenue and margin improvement.

• Convert business priorities into practical operating and financial plans, with clear targets for performance, efficiency, and customer outcomes.

• Lead budgeting, forecasting, cash flow monitoring, and financial reporting to provide accurate insight into company performance and decision-making.

• Oversee accounting activities and internal financial controls to ensure timely reporting and dependable fiscal management at a controller level.

• Review job costing, labor productivity, equipment usage, and pricing approaches to identify opportunities to improve profitability.

• Partner with the Operations Manager to ensure field activities support broader financial goals, service standards, and long-term business plans.

• Develop and refine processes, standard operating procedures, dashboards, and performance metrics that improve consistency and accountability across the organization.

• Assess operational and financial risks, recommend mitigation strategies, and help maintain compliance with applicable safety, environmental, and regulatory standards.

• Support capital planning, equipment investment analysis, financing considerations, and relationships with outside financial partners and advisors.

• Provide ownership with data-driven recommendations related to leadership development, succession planning, and future business transition considerations.

• 8+ years of progressive leadership experience in operations, finance, general management, or a closely related area.
• Strong knowledge of budgeting, forecasting, financial analysis, reporting, and performance measurement.
• Experience building or improving operational KPIs, dashboards, processes, and internal controls.
• Background in a service-oriented, construction, utilities, environmental, or fleet-based business environment is strongly preferred.
• Ability to interpret operational and financial data and turn findings into practical business recommendations.
• Comfortable working in a privately held or family-owned company and partnering directly with senior leadership or ownership.
• Bachelor’s degree is preferred.
• Demonstrated leadership style that is practical, confident, and effective in a hands-on operating environment.