Job Summary

The Chief Financial Officer (CFO) is responsible for overseeing the financial operations, strategy, and overall financial health of the organization. The CFO provides executive leadership in financial planning, budgeting, forecasting, reporting, capital allocation, risk management, and investment decisions while supporting the company's growth, profitability, and long-term strategic objectives. As a key member of the executive leadership team, the CFO serves as a trusted advisor to the GM, providing financial insight to guide business decisions and operational strategy. The CFO also partners closely with the company's private equity partners, ensuring financial performance, reporting, governance, and strategic initiatives align with investor expectations and value creation objectives.

Duties & Responsibilities

Financial Strategy & Leadership

Develop and execute the company's financial strategy aligned with business goals.
Provide financial insights and recommendations.
Support mergers, acquisitions, investments, and expansion initiatives.
Drive long-term financial planning and sustainable growth.

Financial Planning & Analysis

Lead budgeting, forecasting, and financial modeling processes.
Monitor company performance against financial targets.
Analyze financial data and identify opportunities for improvement.
Prepare strategic financial reports and presentations.

Accounting & Financial Reporting

Oversee accounting operations and ensure compliance with applicable accounting standards.
Ensure timely and accurate month-end and year-end close processes.
Prepare accurate and timely financial statements and management reports.
Maintain general ledger integrity and balance sheet reconciliations.
Report on revenue, costs, margins, and working capital.
Oversee job costing, inventory, fleet, and fixed asset accounting.
Maintain strong internal controls and financial governance.

Cash Flow & Treasury Management

Manage cash flow, liquidity, and working capital.
Oversee banking relationships and financing activities.
Monitor investments and financial risks.

Risk Management & Compliance

Identify and mitigate financial and operational risks.
Ensure compliance with tax laws, regulations, and reporting requirements.
Develop and maintain corporate policies and procedures.
Oversee the company's insurance and risk management programs in collaboration with private equity partners.

Coordinate audits, tax compliance, and external auditor relationships.

Team Leadership

Lead, mentor, and develop the payroll and accounting team.
Establish performance objectives and accountability measures.
Promote a culture of financial discipline and continuous improvement.

Competencies for Success

Strategic Planning
Financial Analysis
Leadership & Team Management
Risk Assessment
Business Acumen
Decision-Making
Communication & Presentation Skills
Regulatory Compliance
Problem-Solving
Team Player

Required Skills & Abilities

Strong knowledge of financial planning, accounting, taxation, and corporate finance.
Experience with budgeting, forecasting, and financial analysis.
Excellent leadership, communication, and strategic thinking skills.
Proficiency in financial management systems and ERP platforms.

Education & Experience

7–10+ years accounting/finance leadership
Controller, VP Finance, Director of Finance, or business unit CFO experience
CPA preferred; MBA optional
Experience in a multi-location, service, trades, distribution, or operating-company environment if applicable
Experience with ADP and Sage Intacct preferred.

Physical Demands

Must be physically able to lift, lower, push, and pull objects of up to 25 lbs. unassisted
Ability to stand, walk, climb, bend, stoop, and crouch for extended periods of time

Work Environment

Office Based

Standard Office Hours

Monday – Friday; 7:00am – 5:00pm

While normal business hours are Monday through Friday, this is an exempt leadership position requiring the flexibility to work beyond scheduled hours as needed to effectively support the organization, its employees, customers, and stakeholders.

Remote Work Eligibility

Not Eligible

Supervisory Component

Yes

Managerial Component

Yes

Confidentiality Component

Yes

Keefe's Air Conditioning & Heating, Inc

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Chief Financial Officer