Chief Financial Officer (West Chatham)

Overview

Location: Chatham, MA

Reports To: Owner / President

Employment Type: Full-Time, Exempt

We are a well-established and growing plumbing and HVAC contractor serving Cape Cod. With 75 employees and a reputation for quality service and craftsmanship, we specialize in residential new construction and service. As we continue to scale, we seek a finance leader to join our executive team and drive the company’s financial health, compliance, and strategic planning.

Position Summary

The CFO/Controller will oversee all financial and accounting functions for the company, including budgeting, cash flow forecasting, job costing, financial reporting, and risk management. This role is both strategic and operational, responsible for leading a small accounting team and providing critical insights to the ownership team to support sound business decisions.

Key Responsibilities

• Financial Management & Strategy
  • Lead financial planning, forecasting, and analysis to support company growth
  • Provide accurate monthly, quarterly, and annual financial reporting
  • Monitor KPIs and key business metrics; recommend corrective actions
  • Advise ownership on cash flow, capital investment, and cost management strategies
• Accounting Operations
  • Oversee day-to-day accounting functions (AP, AR, GL, payroll, bank reconciliations)
  • Ensure accurate and timely job costing and WIP (work-in-progress) reports
  • Manage internal controls and compliance with GAAP
  • Prepare and manage annual budgets and financial audits
  • Ensure compliance with local, state, and federal tax laws (including sales tax and payroll tax)
  • Maintain adequate insurance coverage and risk mitigation strategies
  • Support in HR role with internal and consultant partners
  • Supervise and develop the accounting and HR team (bookkeeper, AP/AR clerk, etc.)
  • Collaborate with project managers and department heads to ensure financial clarity
  • Serve as a member of the executive team, contributing to company-wide strategy

Qualifications

Required:

• Bachelor’s degree in Accounting, Finance, or related field
• 3+ years of experience in a senior financial management role
• Proficiency with accounting and CRM software (QuickBooks, Salesforce, or similar)
• Strong background in job costing and construction/contractor financials
• Excellent leadership, communication, and organizational skills

Preferred:

• CPA or CMA designation
• Experience with HVAC, plumbing, or other trade contractor businesses
• Competitive salary based on experience
• Annual performance bonus
• Health, dental, and vision insurance
• Retirement plan with company match
• PTO and paid holidays
• Continuing education support