Chief Financial Officer

Job DetailsLevel: SeniorJob Location: Corporate Headquarters - SHAKER HEIGHTS, OH 44122Position Type: Full TimeEducation Level: 4 Year DegreeSalary Range: $225,000.00 - $265,000.00 SalaryJob Category: ExecutiveChief Financial Officer

Equity Technology Group

Position Overview

The Chief Financial Officer serves as a key member of the executive leadership team, reporting directly to the President & CEO. This role provides enterprise-wide financial leadership across Equity Technology Group and all subsidiary entities, including Equity Engineering, Equity Software, Equity Knowledge, CorrSolutions, and Equity Properties. The CFO plays an active, hands‑on role in both strategic and operational finance, and serves as a visible steward of ETG's employee-ownership culture.

Key Responsibilities

• Partner with the President & CEO and executive leadership team to develop and execute multi-year financial strategy across ETG and its subsidiaries
• Lead enterprise-wide budgeting, forecasting, and long‑range planning processes
• Translate complex financial data into clear, actionable insights for the executive team and Board of Directors
• Design and oversee incentive compensation plans, including annual bonus structures and sales commission frameworks

• Oversee financial reporting, cash flow management, and internal controls across all legal entities
• Manage relationships with banking partners, external auditors, and financial advisors
• Direct the selection, implementation, and ongoing administration of financial systems and ERP platforms
• Ensure timely, accurate consolidated financial statements across the holding company and subsidiaries

• Serve as a visible champion of ETG’s employee-ownership culture, both internally and with outside stakeholders
• Oversee ESOP plan compliance, annual valuation processes, and fiduciary responsibilities
• Manage relationships with the ESOP trustee, plan administrators, and third‑party administrators
• Ensure compliance with ERISA requirements and annual ESOP reporting and disclosure obligations

• Lead, mentor, and develop a finance team operating in a lean, multi‑subsidiary environment
• Build trust and collaborative working relationships with subsidiary leadership teams across Equity Engineering, Equity Software, Equity Knowledge, CorrSolutions, and Equity Properties
• Partner with HR on payroll and HRIS integration matters as needed
• Work closely with the outgoing CFO to ensure a smooth, well‑documented transition

Education

• Bachelor's degree in Accounting, Finance, or a related field required
• MBA or advanced degree in Finance or Business preferred
• CPA or CMA designation strongly preferred

QualificationsRequired Experience

• 10–15 years of progressive financial leadership experience, with demonstrated advancement through roles of increasing scope and responsibility
• Prior experience as a VP of Finance, Director of Finance, or Controller in a multi‑entity or holding company environment; candidates ready to step into their first CFO role are welcomed and encouraged to apply
• Hands‑on background across all core financial functions - not solely a strategic or oversight role
• Experience in professional or technical services industries preferred (engineering, software, or consulting a plus)

• Proven ability to develop and execute multi‑year financial strategies aligned with organizational goals across a diversified portfolio of business units
• Experience building and managing annual budgeting, forecasting, and long‑range planning processes at the enterprise level
• Track record of translating complex financial data into clear, actionable insights for executive and board‑level audiences
• Experience designing or redesigning incentive compensation plans, including annual bonus structures and sales commission frameworks

• Strong command of financial reporting, cash flow management, and internal controls across multiple legal entities
• Experience managing relationships with banking partners, external auditors, and financial advisors
• Proficiency in financial systems and ERP platforms; experience with payroll and HRIS integration a plus
• Ability to lead and develop a finance team in a lean, multi‑subsidiary environment

• Collaborative leadership style with the ability to build trust across departments and subsidiary leadership teams
• Comfortable operating in a hands‑on environment that values practical expertise alongside strategic vision
• Genuine commitment to the employee‑ownership culture and values that define ETG
• Strong written and verbal communication skills with the ability to present complex financial information clearly to non‑financial stakeholders
• High emotional intelligence and the ability to navigate a transition alongside an outgoing CFO committed to a successful handoff

Preferred Experience

• Demonstrated familiarity with Employee Stock Ownership Plans (ESOPs), including plan compliance, annual valuation processes, and fiduciary responsibilities
• Experience working with ESOP trustees, plan administrators, and third‑party administrators
• Understanding of ERISA requirements and annual ESOP reporting and disclosure obligations