Chief Financial Officer
Equity Technology Group
The Chief Financial Officer serves as a key member of the executive leadership team, reporting directly to the President & CEO. This role provides enterprise-wide financial leadership across Equity Technology Group and all subsidiary entities, including Equity Engineering, Equity Software, Equity Knowledge, CorrSolutions, and Equity Properties. The CFO plays an active, hands-on role in both strategic and operational finance, and serves as a visible steward of ETG's employee-ownership culture.
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Partner with the President & CEO and executive leadership team to develop and execute multi-year financial strategy across ETG and its subsidiaries
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Lead enterprise-wide budgeting, forecasting, and long-range planning processes
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Translate complex financial data into clear, actionable insights for the executive team and Board of Directors
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Design and oversee incentive compensation plans, including annual bonus structures and sales commission frameworks
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Oversee financial reporting, cash flow management, and internal controls across all legal entities
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Manage relationships with banking partners, external auditors, and financial advisors
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Direct the selection, implementation, and ongoing administration of financial systems and ERP platforms
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Ensure timely, accurate consolidated financial statements across the holding company and subsidiaries
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Serve as a visible champion of ETG’s employee-ownership culture, both internally and with outside stakeholders
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Oversee ESOP plan compliance, annual valuation processes, and fiduciary responsibilities
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Manage relationships with the ESOP trustee, plan administrators, and third-party administrators
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Ensure compliance with ERISA requirements and annual ESOP reporting and disclosure obligations
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Lead, mentor, and develop a finance team operating in a lean, multi-subsidiary environment
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Build trust and collaborative working relationships with subsidiary leadership teams across Equity Engineering, Equity Software, Equity Knowledge, CorrSolutions, and Equity Properties
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Partner with HR on payroll and HRIS integration matters as needed
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Work closely with the outgoing CFO to ensure a smooth, well-documented transition
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Bachelor's degree in Accounting, Finance, or a related field required
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MBA or advanced degree in Finance or Business preferred
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CPA or CMA designation strongly preferred
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10–15 years of progressive financial leadership experience, with demonstrated advancement through roles of increasing scope and responsibility
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Prior experience as a VP of Finance, Director of Finance, or Controller in a multi-entity or holding company environment; candidates ready to step into their first CFO role are welcomed and encouraged to apply
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Hands-on background across all core financial functions - not solely a strategic or oversight role
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Experience in professional or technical services industries preferred (engineering, software, or consulting a plus)
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Proven ability to develop and execute multi-year financial strategies aligned with organizational goals across a diversified portfolio of business units
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Experience building and managing annual budgeting, forecasting, and long-range planning processes at the enterprise level
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Track record of translating complex financial data into clear, actionable insights for executive and board-level audiences
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Experience designing or redesigning incentive compensation plans, including annual bonus structures and sales commission frameworks
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Strong command of financial reporting, cash flow management, and internal controls across multiple legal entities
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Experience managing relationships with banking partners, external auditors, and financial advisors
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Proficiency in financial systems and ERP platforms; experience with payroll and HRIS integration a plus
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Ability to lead and develop a finance team in a lean, multi-subsidiary environment
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Collaborative leadership style with the ability to build trust across departments and subsidiary leadership teams
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Comfortable operating in a hands-on environment that values practical expertise alongside strategic vision
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Genuine commitment to the employee-ownership culture and values that define ETG
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Strong written and verbal communication skills with the ability to present complex financial information clearly to non-financial stakeholders
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High emotional intelligence and the ability to navigate a transition alongside an outgoing CFO committed to a successful handoff
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Demonstrated familiarity with Employee Stock Ownership Plans (ESOPs), including plan compliance, annual valuation processes, and fiduciary responsibilities
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Experience working with ESOP trustees, plan administrators, and third-party administrators
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Understanding of ERISA requirements and annual ESOP reporting and disclosure obligations
