Director Of Finance

Director Of Finance

Job Order ID:


11532

Employment Type:


Permanent

Salary:


$130000-150000/Yr

Web Publication Date:


6/17/2026

Job Location:


Oakdale, New York United States 11769

Brief Description:


Our client, a rapidly growing oil, fuel, and HVAC company located in Oakdale, NY, is looking for a Director of Finance to join their family-run organization. Will work closely with the President/CEO & VP of Ops.


Job Function:


The Finance Director will be our lead internal financial executive, collaborating closely with our Fractional CFO to deliver full-spectrum financial oversight, analysis, and strategic guidance. This position plays a central role in our company's continued growth trajectory and demands a professional who can perform detailed financial work, turn complex information into practical insights, and engage effectively with colleagues at all organizational levels.


This is a hands-on leadership role blending deep financial expertise with strong business judgment. The ideal candidate will be comfortable performing granular variance analyses, advising operational leaders on performance issues, and delivering clear strategic recommendations to ownership.


Reports To: Owner/President (with a dotted line to the Fractional CFO for technical alignment and coordination)
Location: Oakdale, NY, with periodic travel to other company sites
Employment Type: Full-Time, Exempt


Key Responsibilities

Financial Planning & Analysis


Budgeting & Variance Management

• Conduct detailed variance analyses to identify trends and root causes
• Track and assess key financial ratios and ensure compliance with loan covenants
• Develop scenario and sensitivity models to support strategic decisions
• Lead the company's annual budget process from planning through final approval
• Maintain and regularly update a rolling 13-week cash flow forecast

Reporting & Dashboard Development

• Prepare weekly financial "pulse" updates on cash flow, A/R and A/P, margins, and performance metrics
• Design and update KPI dashboards reflecting both financial and operational indicators
• Produce monthly reporting packages including P&L statements, balance sheets, and cash flow analysis
• Create visual representations of financial performance for management review
• Develop materials for quarterly business reviews

Acquisition Analysis & Integration


Integration Activities

• Track revenue and volume activity for newly acquired accounts
• Measure customer retention by segment (e.g., COD vs. full-service)
• Monitor and evaluate margin performance by customer category
• Identify potential cost synergies and areas for integration efficiency
• Maintain an integration issues log with status tracking and resolution follow-up
• Compare and analyze results of acquired businesses versus legacy operations
• Support pricing optimization initiatives through data-driven analysis

Strategic Evaluation

• Analyze profitability across all divisions and product lines
• Evaluate pricing methodologies and competitive positioning
• Support analysis of investment and expansion opportunities

Operational Financial Management


Margin & Profitability Oversight

• Monitor margins for heating oil, diesel, service contracts, installations, and repairs
• Track fuel margin trends daily and weekly; escalate significant fluctuations to leadership
• Review profitability by service type and recommend adjustments as needed
• Manage the monthly vendor bid process for service materials and purchases
• Strengthen inventory control systems and lead reconciliation processes
• Review the performance of diesel programs and resolve accounting discrepancies

Expense & Cost Control

• Conduct monthly department expense reviews to identify cost savings opportunities
• Benchmark spending levels against industry norms
• Provide analysis for capital project planning and ROI assessments
• Review vendor contracts and payment processing fees for optimization

Compliance & Financial Reporting


Regulatory and Tax Requirements

• Prepare and file all required sales tax, petroleum business tax (PBT), and excise tax filings (e.g., IRS Form 720, MT-903)
• Manage insurance audits (workers' compensation, general liability, etc.)
• Maintain proper records for compliance and audit purposes

Banking & Insurance Support

• Prepare documentation and reports for banking relationships and covenant compliance
• Coordinate insurance renewals and policy reviews (health, liability, workers' comp)
• Assist in managing hedging contracts for capped and fixed-price customer programs

Collaboration & Communication


Cross-Functional Partnership

• Conduct regular coordination meetings with the Fractional CFO
• Work side by side with operational leaders to interpret financial drivers
• Present financial data and recommendations in accessible, actionable ways
• Partner with the VP of Operations on financially informed decision-making
• Liaise with external accountants for year-end and tax filing activities
• Participate actively in management team discussions and long-term planning

Job Requirement:


Education & Certifications

• Bachelor's Degree in Accounting, Finance, or related discipline (required)
• CPA, CMA, or MBA (strongly preferred)
• 7-12 years of progressive financial management experience
• Industry experience in energy, distribution, or service-based businesses preferred

Technical Proficiency

• Expert-level Excel knowledge (pivot tables, advanced formulas, data visualization)
• Skilled in QuickBooks and related accounting platforms
• Strong analytical modeling and forecasting experience
• Familiarity with dashboard and reporting technologies
• Experience maintaining compliance with tax and regulatory standards

Core Competencies


Financial Expertise

• In-depth understanding of complete financial statements and their interconnections
• Ability to identify anomalies, trends, and variances in data
• Strong working capital and cash flow management skills
• Familiarity with debt covenants and banking requirements

Analytical Acumen

• Keen eye for detail while maintaining broad strategic perspective
• Solution-oriented and creative problem solver
• Comfort drawing data-driven conclusions and communicating them clearly

Business Partnership

• Strong collaborator who influences without direct authority
• Bridges operational realities with financial discipline
• Provides responsive, service-minded support to internal teams
• Builds credibility and trust through consistency and transparency

Communication Skills

• Excellent written and verbal communication abilities
• Capable of simplifying financial information for non-finance audiences
• Active listener who understands operational concerns
• Professional presence and comfort interacting with ownership and external partners

Adaptability

• Thrives in a dynamic environment with changing demands
• Highly self-motivated and able to work independently
• Adjusts priorities as business conditions evolve
• Willing to engage directly with hands-on financial tasks

Industry Understanding

• Interest in the heating fuel and HVAC sectors
• Appreciation for seasonal cash flow cycles and operational rhythm
• Understanding of commodity pricing and margin management
• Alignment with family-business culture and values

Benefits

• Bonus: Annual discretionary performance-based bonus
• Benefits: Comprehensive health, dental, and vision coverage
• Retirement: 401(k) program with company match
• Paid Time Off: Competitive PTO and paid holidays
• Work Environment: Collaborative, transparent culture with direct access to ownership

Work Schedule & Environment

• Hours: Monday-Friday, 8:00 AM-5:00 PM (some flexibility offered)
• Peak Periods: Extended hours during month-end, budgeting season, and peak heating periods (Oct-Mar)
• Setting: Office-based with modern technology and occasional travel to branch or vendor sites
• Physical Requirements: Primarily desk-based work; occasional lifting up to 25 lbs

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Contact Details:


Jack Wall, Senior Recruiter


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