CFO

Insero Talent Solutions has partnered with a highly successful and growing civil construction company in Western NY to recruit a CFO.

Company Summary

Our client is a large civil contractor based out of the Western New York area, headquartered in Western New York with offices in NY and one in NC.

They will perform work anywhere along the eastern seacoast. They have successfully completed multiple projects in various states including Ohio, Alabama, PA and more.

Position Summary

The CFO is key position reporting directly to the President of the company. They must have a hands‑on approach managing the financial operations of the organization, ensuring the organization’s financial health and sustainability. This role will oversee all financial reporting, budgeting, forecasting, financial analysis, and compliance requirements.

Key Responsibilities

Financial Management

• Develop and implement financial strategies that support the organization’s mission and goals.
• Manage and oversee all financial operations, including accounting, budgeting, forecasting, and financial analysis.
• Monitor cash flow, working capital, credit lines, and liquidity needs; optimize cash management across multiple entities.
• Ensure the accuracy and completeness of financial records, including the general ledger, accounts payable and receivable, and other financial systems.
• Direct the preparation and analysis of job‑cost reports, work‑in‑progress (WIP) schedules, and project margin performance.
• Evaluate project budgets, change orders, cost-to-complete estimates, and profitability trends.
• Partner with operations leadership to ensure financial transparency into project performance and risk.
• Prepare and present financial reports to the President and/or Owner, providing analysis and recommendations as needed.
• Ensure compliance with all financial reporting and regulatory requirements, including tax filings, audits, and other reporting requirements.
• Manage relationships with external partners, including banks, auditors, and other financial service providers.

Budgeting and Forecasting

• Develop and oversee budgeting processes, developing realistic and achievable budgets.
• Monitor actual performance against budget and provide regular updates and analysis to the President.
• Develop and maintain financial forecasting models that support long‑term financial planning and decision‑making.

Banking, Bonding & Capital Structure

• Maintain and strengthen relationships with banks, bonding companies, and financial institutions.
• Oversee debt financing, equipment financing, capital leases, and ongoing covenant compliance.
• Manage capital structure across entities and support evaluation of new investments, joint ventures, and acquisitions.

Strategic Planning and Leadership

• Work closely with the President and senior leaders to develop and implement strategic plans and goals that support the organization’s mission and vision.
• Provide leadership and mentorship to the accounting team, fostering a culture of continuous improvement and professional development.
• Collaborate with other senior leaders to develop and implement strategies that support the organization’s mission and goals.
• Work closely with the President and senior leaders to evaluate project pipelines, bidding strategies, and operational performance.
• Participate in strategic planning initiatives, including geographic expansion, new business lines, and major capital projects.

Policies and Procedures

• Create, develop and collaborate with the President to develop and implement financial policies and procedures that align with the organization’s strategic goals.
• Maintain strong internal controls, accounting policies, and financial reporting standards (GAAP, job‑cost accounting, WIP schedules).
• Collaborate with other department managers to get guidance and support in developing policies and procedures.

Tax Filing and Compliance

• Manage insurance programs, bonding capacity, surety relationships, and compliance reporting.
• Oversee all tax filings and compliance requirements, ensuring that the organization is following all relevant laws and regulations including multi‑entity and multi‑state filings.
• Manage relationships with external auditors and other financial service providers to oversee internal audits, external audits, and coordination with third‑party advisors (CPA firms, attorneys, insurance brokers).

Requirements/Qualifications

• Bachelor’s degree in accounting, finance, or related field; MBA strongly preferred.
• At least 7 years of progressively responsible experience in financial management.
• Proven track record of successful financial management, including experience developing and implementing financial strategies, managing budgets, and overseeing financial reporting and compliance.
• Strong leadership skills.
• Excellent analytical, problem‑solving, and decision‑making skills.
• Strong communication and interpersonal skills, with the ability to communicate financial information.
• Passion for the work of the organization.
• Passionate interest in mentoring others and working as a team.