The JAMES HERNANDEZ Company

JHI Ventures – James Hernandez International

47 Years High Tech Global C-Suite Executive Search

Silicon Valley, California

408-202-1495 Office

408-202-1495 Mobile

James@jhiventures.com

Title: Chief Financial Officer (CFO) Department: Finance

Location: Utah (Utah Valley preferred) Salt Lake City – Provo area

Status: Full-Time, Executive

Reports To: Chief Executive Officer

Company Overview

Our technology client is a U.S.-based residential solar and energy storage company with decades of experience delivering reliable, high-quality clean energy solutions. Company designs, sell, install, and service integrated solar and storage systems nationwide, with a focus on operational discipline, financial transparency, and long-term value creation. As a public company operating in a capital-intensive, highly regulated industry, it places a premium on strong financial leadership, rigor, and accountability.

The Chief Financial Officer plays a central role in shaping Company’s financial strategy, capital structure, and operating discipline. This role is both strategic and hands-on, responsible for building scalable financial systems, supporting growth and integration initiatives, and ensuring the company meets its public-company obligation accuracy and integrity.

Position Summary

The Chief Financial Officer is responsible for overseeing all financial functions of the company, including accounting, financial reporting, budgeting and forecasting, treasury, tax, audit, internal controls, and investor-facing financial disclosures. The CFO serves as a key advisor to the CEO and Board of Directors, providing clear, data-driven insight into financial performance, risks, and opportunities.

This role requires a leader who can operate at both the executive and operational levels, setting financial strategy while also ensuring disciplined execution. The CFO will help drive profitability, cash flow management, and capital efficiency while supporting corporate long-term growth and operational objectives.

JHI Ventures – James Hernandez International

CFO Page 2

Key Responsibilities

Financial Leadership & Strategy

Serve as a strategic partner to the CEO and executive team on financial planning, capital allocation, and long-term business strategy.
Develop and execute financial strategies that support profitability, liquidity, and sustainable growth.
Provide clear financial insight and recommendations to the Board of Directors, including scenario modeling and risk assessment.

Financial Reporting & Compliance

Oversee accurate and timely financial reporting in accordance with U.S. GAAP and public-company requirements.
Lead preparation and review of SEC filings, earnings materials, and other external financial disclosures.
Ensure compliance with all applicable federal, state, and local financial, tax, and regulatory requirements.
Public company experience, capital raising, investor engagement, and strong team leadership will be essential. Prior exposure to solar is a plus, though not required. We will also need someone who will bring experience with SOX compliance and PCAOB standards, Wall Street Financial Matters, and Horizontal-Vertical M&A’s.

Accounting, Controls & Audit

Establish and maintain strong internal controls and financial governance frameworks.
Manage external audits and serve as the primary liaison with auditors, advisors, and regulatory bodies.

Budgeting, Forecasting & Performance Management

Own company-wide budgeting, forecasting, and variance analysis processes.
Develop financial models to support business decisions, investments, and strategic initiatives.
Monitor key performance indicators and provide actionable insights to executive leadership.

JHI Ventures – James Hernandez International CFO Page 3

Treasury, Cash & Capital Management

Oversee cash flow management, liquidity planning, and banking relationships.
Manage capital structure, debt arrangements, and financing activities.
Evaluate and support potential acquisitions, integrations, and other strategic transactions.

Qualifications & Experience

MBA and/or CPA strongly preferred.
10+ years of progressive financial leadership experience, including senior-level responsibility.
Prior CFO or senior finance leadership experience in a public company or public-company environment.
Strong understanding of SEC reporting, internal controls, and audit requirements.
Experience in energy, infrastructure, construction, or other capital-intensive industries preferred.
Demonstrated ability to lead complex organizations through growth, change, or integration.

Compensation & Benefits

Company offers a competitive executive compensation package that includes base salary, annual incentive opportunities, and participation in the company’s equity plan. Full-time employees are eligible for a comprehensive benefits package, including medical, dental, vision, life and disability insurance, paid company holidays, and discretionary time off.

Qualified-Viable CFO Candidates

Email your confidential Resume - Curriculum Vitae to James@jhiventures.com

James mobile phone number: 408-202-1495

Alt email: 1jameshernandez@gmail.com

LinkedIn Profile:

https://www.linkedin.com/in/james-hernandez-4056ba1/

James Hernandez International

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