Director Of Finance

Brief Description

Our client, a rapidly growing oil, fuel, and HVAC company located in Oakdale, NY, is looking for a Director of Finance to join their family‑run organization. Will work closely with the President/CEO & VP of Ops.

The Finance Director will be our lead internal financial executive, collaborating closely with our Fractional CFO to deliver full‑spectru­m financial oversight, analysis, and strategic guidance. This position plays a central role in our company’s continued growth trajectory and demands a professional who can perform detailed financial work, turn complex information into practical insights, and engage effectively with colleagues at all organizational levels.

This is a hands‑on leadership role blending deep financial expertise with strong business judgment. The ideal candidate will be comfortable performing granular variance analyses, advising operational leaders on performance issues, and delivering clear strategic recommendations to ownership.

• Conduct detailed variance analyses to identify trends and root causes
• Track and assess key financial ratios and ensure compliance with loan covenants
• Develop scenario and sensitivity models to support strategic decisions
• Lead the company’s annual budget process from planning through final approval
• Maintain and regularly update a rolling 13‑week cash flow forecast

• Prepare weekly financial “pulse” updates on cash flow, A/R and A/P, margins, and performance metrics
• Design and update KPI dashboards reflecting both financial and operational indicators
• Produce monthly reporting packages including P&L statements, balance sheets, and cash flow analysis
• Create visual representations of financial performance for management review
• Develop materials for quarterly business reviews

• Track revenue and volume activity for newly acquired accounts
• Measure customer retention by segment (e.g., COD vs. full‑service)
• Monitor and evaluate margin performance by customer category
• Identify potential cost synergies and areas for integration efficiency
• Maintain an integration issues log with status tracking and resolution follow‑up
• Compare and analyze results of acquired businesses versus legacy operations
• Support pricing optimization initiatives through data‑driven analysis

• Analyze profitability across all divisions and product lines
• Evaluate pricing methodologies and competitive positioning
• Support analysis of investment and expansion opportunities

• Monitor margins for heating oil, diesel, service contracts, installations, and repairs
• Track fuel margin trends daily and weekly; elevate significant fluctuations to leadership
• Review profitability by service type and recommend adjustments as needed
• Manage the monthly vendor bid process for service materials and purchases
• Strengthen inventory control systems and lead reconciliation processes
• Review the performance of diesel programs and resolve accounting discrepancies

• Conduct monthly department expense reviews to identify cost savings opportunities
• Benchmark spending levels against industry norms
• Provide analysis for capital project planning and ROI assessments
• Review vendor contracts and payment processing fees for optimization

• Prepare and file all required sales tax, petroleum business tax (PBT), and excise tax filings (e.g., IRS Form 720, MT‑903)
• Manage insurance audits (workers’ compensation, general liability, etc.)
• Maintain proper records for compliance and audit purposes

• Prepare documentation and reports for banking relationships and covenant compliance
• Coordinate insurance renewals and policy reviews (health, liability, workers’ comp)
• Assist in managing hedging contracts for capped and fixed‑price customer programs

• Conduct regular coordination meetings with the Fractional CFO
• Work side by side with operational leaders to interpret…