Our partners are a rapidly growing organization in the specialty trade services sector and we are spearheading the search for a Chief Financial Officer to steward the financial and operational success of the organization. The company is organically growing it's footprint into new territories while continuously identifying and evaluating acquisition prospects, so we are looking for a hands-on leader who can execute at both the low- and high-level. Someone who can lead the build out of a scalable back-office infrastructure, set and manage KPIs, drive top and bottom-line growth, and oversee all reporting requirements to outside investors.
Responsibilities
- Guide the Company by implementing sound financial controls, metrics and financial dashboards
- Develop and utilize a system of key metrics and financial measurements tools that will be used to help measure operating performance and drive managerial decision making
- Responsible for all long range financial matters and to establish company-wide financial and administrative objectives
- Serve as an advisor to the corporate teams in the creation, definition, and management of goals, including roadmaps, market trends, KPIs, opportunity and risk analysis, and more.
- Evaluate, implement and maintain all financial and accounting systems as well as improve on all existing systems
- Oversees and implements merger integration, Add-on acquisitions initiatives, and covenants compliance
- Generate monthly financial statement packages for management and prospective investors
- Ensure data integrity of the General Ledger and reconciliation of all Sub-Ledger accounts across entities
- Ensure the maintenance of appropriate financial records and preparation of financial reports
- Create scorecard / dashboard for each service line offering
- Keep CEO informed with real-time metric /dashboard reports and recommend new or revised policies or programs when needed
- Assist the sales department in analyzing gross margins by service line and make suggestions to increase top-line revenue and profitability
- Develop annual budgets and oversee financial planning and analysis
- Preparation of Long-Term Financial Planning and Financial Modeling, including preparing Targeted, Best Case & Worst Case analysis including Five Year Rolling Plan
- Development and adherence to agreed upon financial reporting deadlines, company policies, and departmental procedures as well as organize financial information
Qualifications
- Bachelor's degree in accounting, finance, or related (required)
- CPA preferred
- Experience working in a private equity environment required
- 10+ years of successful experience with small to middle-market companies, preferably within the specialty trade services sectors (HVAC, plumbing, roofing, landscaping, construction, etc.)
- Proven ability to create, implement (or improve upon), and utilize a System of Key Metrics and Financial Measurements (IE: Benchmarking, Scorecarding & Financial Dashboards ) used to measure operating performance and help drive managerial decision making
- A role model of integrity, strong work ethic, team player with impressive business acumen
- Action oriented with a strong sense of urgency and is hands-on
- Appreciates and thrives within an entrepreneurial environment
