Chief Financial Officer (CFO)
Matrix HG, Inc. | Concord, CA (On-site)
Salary: $275,000 – $350,000 + Annual Bonus | Exempt
About Us
Matrix HG is a 100% employee-owned ESOP company. We established our ESOP recently, which means significant equity growth still lies ahead — and joining now puts you in early on that trajectory.
We're a growing HVAC and mechanical systems firm headquartered in Concord, California, providing service, design, and construction solutions to commercial and industrial clients throughout the Greater San Francisco Bay Area. With over 20 years in business, we've completed more than 35,000 jobs for a growing base of 2,500+ clients, and our teams work in partnership with multiple UA and SMART union trade locals. Our workforce blends trade craftsmanship in the field with corporate discipline in the office.
The Role
Matrix HG is seeking a Chief Financial Officer to own the company's financial strategy and serve as a principal advisor to the CEO. Reporting directly to the CEO and overseeing the Controller and accounting/finance team, the CFO will direct all accounting, treasury, budgeting, forecasting, and risk management functions, while shaping the financial infrastructure needed to support the company's continued growth. This role also carries fiduciary responsibility for the company's ESOP, in partnership with the trustee and outside advisors. Success in this position requires fluency in the financial dynamics specific to construction contracting: WIP reporting, backlog, union payroll, retention, bonding, and contract risk.
What You'll Do
- Serve as senior financial leader and strategic advisor to the CEO
- Directly supervise the Controller, accounting/finance team, and Human Resources
- Own annual budgeting, forecasting, and cash flow management
- Review and present monthly and quarterly financial reporting
- Oversee all accounting operations — GL, AP/AR, payroll, job cost, and month-end/year-end close
- Manage banking, bonding, surety, and CPA relationships
- Oversee WIP reporting and project profitability
- Administer the company's ESOP in partnership with the trustee, valuation firm, and legal counsel
- Ensure compliance with union payroll, prevailing wage, and other regulatory requirements
- Lead ERP and reporting system improvements
What You Bring
Required:
- Bachelor's degree in accounting or finance
- 10+ years of progressive financial leadership experience, including 5+ years in construction, mechanical contracting, HVAC, or a related project-based industry
- Strong knowledge of job cost accounting, WIP reporting, revenue recognition, and construction contract risk
- Experience working closely with field operations and project management
Preferred:
- Prior CFO experience in a similarly sized organization ($50M–$250M)
- CPA, CMA, or MBA
- Experience with union labor, prevailing wage, and public works
- ESOP accounting/administration experience
- Familiarity with Viewpoint Vista, Power BI, or similar ERP/BI tools
What We Offer
- Competitive salary + annual bonus
- Medical, dental, and vision insurance — 100% company-paid
- HSA (Health Savings Account)
- Paid vacation, sick days, and PTO
- A seat at the leadership table in a growing, 100% employee-owned company
- Ground-floor ownership in an ESOP with significant room ahead of it
Matrix HG, Inc. is an Equal Opportunity Employer.
