Our client, a roof and pavement consulting service provider - Benchmark inc., is looking for a Chief Financial Officer to join their team. They are looking for a strategic yet grounded financial leader who thrives on scaling organizations and championing change. This role will bring clarity to complexity, embrace innovation, and build strong relationships rooted in trust and integrity. They are looking for a dynamic CFO who can strengthen their foundation while positioning them for the future — someone who can modernize processes, lead with discipline, and drive growth without losing sight of their culture and core values.
Ideal Candidate:
- Strategic Partner. A trusted advisor to the President and Board, bringing financial insight, foresight, and judgment to help shape the company’s future. Balances big-picture vision with disciplined execution.
- Scale Builder. Experienced in taking organizations through growth and complexity. Knows how to upgrade systems, processes, and structures to support scale and diversification.
- Transformation Leader. Comfortable with ambiguity and change. Guides modernization initiatives, including the introduction of AI, automation, and analytics, while bringing people along the journey.
- Culture Champion. Models the company’s core values. Leads with humility, fosters collaboration, and balances accountability with care. Earns trust quickly and helps others see and believe in the path forward.
- Financial Steward. Ensures disciplined reporting, compliance, forecasting, and treasury management. Translates numbers into actionable insights that improve performance.
- Team Builder. Invests in developing the Finance team, ensuring the right people are in the right seats. Balances technical rigor with coaching, mentoring, and empowerment.
- Future-Oriented. Looks beyond the current quarter to build financial strategies that support sustainable performance, resilience, and long-term value creation.
- Collaborative. Collaborates with the executive leadership team to align financial strategy with business objectives, providing insights and guidance to support decision-making, growth initiatives, and operational excellence.
Essential Job Responsibilities and Duties:
Strategic Leadership
- Serve as a key advisor to the President and Board on financial and strategic matters.
- Translate business strategy into financial strategy, aligning resources to the company’s growth and diversification initiatives.
- Provide insight into new service lines, client strategies, and future ownership models (including ESOP exploration).
Scale & Transformation
- Lead process improvement and automation initiatives across Finance to streamline operations and improve accuracy.
- Introduce and leverage AI, analytics, and automation to strengthen forecasting, reporting, and decision support.
- Evaluate, reorganize, and strengthen the Finance team structure to meet the demands of both current and future-state of the company.
Financial Management & Operations
- Oversee accounting, GAAP reporting, annual external financial statement review and tax preparation,
- treasury, risk management, and vendor relationships.
- Deliver timely, accurate, and actionable monthly/quarterly/annual reporting.
- Build and maintain financial models, dashboards, and KPIs (utilization, gross margin, revenue per employee, coverage).
- Ensure covenant compliance and maintain strong banking and insurance relationships.
Planning & Analysis
- Lead the annual budget and rolling forecasts; deliver scenario planning and sensitivity analysis to guide decisions.
- Partner with the executive team to translate financial and performance data into actionable insights, enabling informed, evidence-based decisions that drive growth, efficiency, and long-term strategy.
- Partner with Sales and Operations to improve client-level profitability, pricing strategies, and revenue forecasting.
- Provide proactive insights to the Leadership Team, surfacing risks and opportunities early.
- Review, analyze, and approve key contracts to ensure financial alignment, mitigate risk, and support the organization’s strategic and operational objectives.
Leadership & Culture
- Lead, manage, and hold accountable the Finance team in alignment with EOS principles.
- Develop talent within the Finance function, coaching individuals and preparing successors.
- Model and reinforce the company’s Core Values: Integrity, Respect, Technical Excellence, Accountability, and Relationships.
Qualifications:
Required
- 10–15 years of progressive finance and accounting leadership experience, ideally in consulting, professional services, or construction-related industries.
- Strong experience scaling organizations, including system upgrades, process redesign, and automation/AI adoption.
- Proven track record in FP&A, treasury management, and capital strategy.
- Demonstrated success as a peer-level partner to CEOs/Boards.
Preferred
- CPA and/or MBA strongly preferred.
- ESOP, M&A, or ownership transition experience.
- Experience with Deltek or similar ERP systems.
- Contract management experience.
For confidential consideration, please contact:
The Overture Group
Brandi Mueller
Jaime Mead
Overture@theoverturegroup.com
The Overture Group is a premier Midwest executive level search and compensation consulting firm, which draws on a vast network of expertise from pre-search preparation through post-placement transition to find and fit the right professionals in various industries. www.TheOvertureGroup.com
