Director of Treasury, Risk and Fleet Management

Director of Treasury, Risk and Fleet Management

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The Director of Treasury, Fleet and Risk Management, is responsible for overseeing the organization’s financial assets, insurance risk management, workers’ compensation programs, and fleet operations. This role ensures optimal liquidity, risk mitigation, cost‑effective insurance coverage, and efficient fleet utilization. The Treasurer collaborates with operations and cross‑functionally aligns financial strategies with operational needs and regulatory compliance.

• Manage cash flow forecasting, liquidity planning, and banking relationships.
• Oversee short‑ and long‑term investment strategies in alignment with company policy.
• Monitor debt levels and ensure compliance with loan covenants.
• Lead capital planning and financing initiatives.
• Cultivate and maintain bank and lending relationships.
• Develop and maintain the organization’s insurance portfolio (property, casualty, liability, etc.).
• Experience leveraging and managing the broker relationship.
• Evaluate risk exposures and recommend appropriate coverage levels.
• Liaise with brokers, carriers, and internal stakeholders to manage claims and renewals.
• Implement risk mitigation strategies and ensure regulatory compliance.
• Administer workers’ compensation programs, including claims management and reporting.
• Collaborate with HR and Safety teams to reduce workplace injuries and associated costs.
• Monitor trends and recommend policy or procedural changes to improve outcomes.
• Ensure compliance with state and federal workers’ compensation laws.
• Oversee acquisition, maintenance, and disposal of company vehicles.
• Manage fleet budgeting, utilization, and performance metrics with operations.
• Ensure compliance with DOT regulations and internal safety standards.
• Coordinate with operations and logistics teams to optimize fleet efficiency.

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field; MBA or CPA preferred.
• 10‑15+ years of progressive experience in treasury, risk management, or financial operations.
• Strong understanding of insurance markets, workers’ compensation regulations, and fleet operations.
• Excellent analytical, negotiation, and communication skills.
• Business Acumen and Risk Assessment Skills.
• Experience with ERP systems and treasury management software.
• Proven record of leadership, building teams, creating sustainable policies and procedures.

• Strategic thinker with a hands‑on approach.
• Ability to lead cross‑functional initiatives.
• Strong vendor management and contract negotiation skills.
• Familiarity with regulatory frameworks (OSHA, DOT, state WC laws).
• Strong interpersonal and communication skills.

Regularly required to sit, stand, and walk; occasionally lift and/or move up to 15 pounds; noise level is usually moderate. All employees may be required to visit a customer site and/or complete a ride‑along with a field technician as part of their employment. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job.

Duties, obligations, and activities may change at any time, with or without notice.

In alignment with Climate Pros’ values and applicable laws, we are committed to promoting pay transparency and equity. Compensation within the stated range will vary based on the candidate’s job‑related knowledge, skills, and experience. Final offers will be tailored to the individual’s qualifications and potential contribution.

• Director

• Full‑time

• Finance and Sales

• Construction

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