Chief Financial Officer (CFO)

CFO Position

Delta Oaks Group is a dynamic, 70-person engineering and construction consulting firm delivering professional services nationwide. With a reputation for technical excellence, client service, and internal culture, we are poised for our next stage of growth. We are seeking a results-driven, strategically minded CFO to join our executive team and lead the financial operations of the organization.

Position Summary

The CFO owns and drives the financial strategy, operations, systems, and reporting infrastructure to optimize profitability, increase enterprise value, and support long-term scalability. This hands-on executive partners with the CEO and leadership team to shape strategic direction, identify growth opportunities, and prepare the company for capital events such as M&A or private investment.

Key Responsibilities

1. Financial Strategy & Executive Leadership

• Owns and drives all aspects of financial strategy, serving as the CEO's key financial advisor.
• Leads strategic planning and capital structuring to support growth objectives, geographic expansion, and potential transactions.
• Designs and implements predictive financial models to guide decision-making, mitigate risk, and drive profitability.

2. Operational Excellence & Margin Expansion

• Partners with operations leadership to optimize project profitability and operational efficiency.
• Owns the development and implementation of cost management frameworks, including benchmarking against industry norms.
• Drives ROI analysis for new initiatives, markets, and service lines to ensure resource allocation is aligned with company objectives.

3. Reporting, Forecasting & KPI Ownership

• Owns and drives the monthly and quarterly close process to deliver accurate, timely reporting by department, service line, and geography.
• Develops and maintains rolling forecasts, variance analysis, and dynamic dashboards to provide forward-looking insights.
• Builds a KPI architecture aligned with company OKRs to monitor and influence department performance.

4. Cash Flow & Capital Readiness

• Owns and manages short- and long-term cash planning to ensure liquidity, healthy working capital, and investment capacity.
• Leads financial readiness for M&A, investment, or recapitalization, including data room development, earnings normalization, and diligence preparation.

5. Systems, Process & Scalability

• Evaluates and selects accounting/ERP platforms that enable scalability, technical discipline-based reporting, and automation of manual workflows.
• Owns the design and implementation of SOPs for all finance-related processes, removing CEO dependency.
• Champions automation and AI-based tools to streamline reporting, AP/AR, invoicing, and reconciliation.

6. Budgeting & Planning

• Owns the annual budgeting process and leads quarterly reforecasting in collaboration with department heads.
• Ensures budget alignment with project timelines, resource constraints, and organizational priorities.
• Designs tools and templates to support decentralized, accountable budget management across teams.

7. Tax, Compliance & Risk Management

• Owns and oversees all income, property, and franchise tax matters in coordination with external tax advisors.
• Proactively recommends tax optimization strategies for both the company and its partners.
• Maintains compliance with all industry-specific regulatory and reporting requirements.

8. Banking, Treasury & Relationship Management

• Owns and leads all banking relationships, including optimization of credit facilities and capital access.
• Monitors treasury functions and proactively manages the company's liquidity strategy.
• Evaluates capital structure options and proposes solutions aligned with growth goals.

9. People Development & Financial Culture Building

• Coaches department leaders on financial literacy and the key levers impacting their team's performance.
• Cultivates a culture of fiscal discipline, transparency, and strategic accountability.
• Develops tools, training, and processes to empower cross-functional leaders to make data-informed decisions.

Experience & Qualifications

• 8–10+ years of progressive finance leadership, including 3+ years in a senior executive role.
• Experience in engineering, architecture, construction, or professional services industries is strongly preferred.
• Demonstrated success owning finance strategy, budgeting, and reporting in a high-growth, project-based environment.
• Deep understanding of job costing, WIP schedules, GAAP, revenue recognition, and project profitability.
• Proficiency in QuickBooks, Excel, and ERP systems (experience with system upgrades or implementations a strong plus).
• Strong command of financial modeling, business case development, and scenario planning.
• Demonstrated M&A experience strongly preferred
• Collaborative, proactive, and roll-up-your-sleeves mindset with the executive presence to lead through influence.

Culture

The pursuing firm is founded on the principle of delivering unparalleled client service and providing its employees with an exceptional work environment. We strongly believe that these two principles are not separable and are only accomplished through hard work, honesty, and treating others with respect. We are seeking individuals that share those same values.

Educational Requirements

CPA, MBA, or relevant advanced degree strongly preferred.

Travel Requirement

0% travel required for this position

Flexible work from home options available.