Chief Financial Officer; CFO

A rapidly growing, acquisition-focused mechanical services organization is seeking a Chief Financial Officer (CFO) to join its executive leadership team. This individual will play a critical role in driving financial strategy, operational excellence, and long-term growth initiatives as the company continues to expand through acquisition and organic growth.

The CFO will serve as a key business partner to executive leadership, helping guide strategic decision-making, improve financial processes, integrate acquisitions, and develop scalable systems to support future growth. This is an opportunity for a hands-on leader who can balance high-level strategy with operational execution.

• Lead the overall finance and accounting functions for the organization.
• Oversee monthly, quarterly, and annual close processes.
• Review financial statements, journal entries, variance analyses, and supporting schedules.
• Ensure timely and accurate financial reporting packages for executive leadership.
• Manage cash flow, forecasting, working capital, and overall financial performance.
• Lead annual budgeting and forecasting processes.

• Partner with executive leadership on growth initiatives, pricing strategies, and market expansion opportunities.
• Provide financial insights and recommendations that drive profitability and operational efficiency.
• Participate as a key member of the executive leadership team, helping shape the organization's long-term vision and strategy.
• Develop KPIs and reporting tools that support data-driven decision-making.

• Support acquisition strategy, including financial due diligence, integration planning, and post-acquisition optimization.
• Assist with the evaluation of acquisition opportunities and financial modeling.
• Lead financial integration efforts as new businesses are added to the organization.

• Drive continuous improvement initiatives across finance and accounting functions.
• Lead ERP implementation and system enhancement initiatives.
• Identify opportunities to leverage automation, AI, and technology to improve efficiency and scalability.
• Evaluate current financial processes and implement best practices to support future growth.

• Mentor and develop accounting and finance team members.
• Foster a culture of accountability, collaboration, and continuous improvement.
• Build organizational capabilities to support rapid growth and increasing complexity.

• Previous CFO, VP of Finance, or senior finance leadership experience.
• Strong background in financial reporting, forecasting, budgeting, and cash flow management.
• Experience supporting or leading mergers and acquisitions activities.
• Proven ability to operate as a strategic business partner to executive leadership.
• Strong leadership, communication, and team development skills.
• Self-starter with the ability to thrive in a fast-paced, growth-oriented environment.

• CPA designation.
• Experience with in HVAC, mechanical services, construction, field services, or related industries.
• Experience in private equity-backed or acquisition-focused organizations.
• ERP implementation experience.
• Experience leveraging AI, automation, and technology to improve finance operations.

• Base Salary:
  Approximately $210,000
• Performance-Based Incentive Compensation:
  Significant bonus opportunity tied to company and individual performance
• Equity Participation Opportunity
• Comprehensive Benefits Package

• Executive leadership role with significant influence on company strategy.
• Opportunity to help scale a high-growth organization through acquisitions and operational excellence.
• Exposure to complex M&A activity and enterprise-wide transformation initiatives.
• Strong executive team committed to innovation, technology adoption, and continuous improvement.
• Opportunity to create lasting impact while participating in the organization's long-term success.

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2026