Chief Financial Officer

Our partners are a rapidly growing organization in the residential services and specialty trade sector. We are looking for a finance executive with experience in the industry that understands how to set and manage KPIs for both top and bottom-line growth. This individual must possess the skills and knowledge to be able to drive the financial success of our operations in the field, working with our business development teams to define goals and the roadmaps for achieving them. 

Responsibilities

• Guide the Company by implementing sound financial controls, metrics and financial dashboards
• Develop and utilize a system of key metrics and financial measurements tools that will be used to help measure operating performance and drive managerial decision making
• Lead the preparation and execution of investment initiatives
• Responsible for all long range financial matters and to establish company-wide financial and administrative objectives
• Serve as an advisor to the corporate teams in the creation, definition, and management of goals, including roadmaps, market trends, KPIs, opportunity and risk analysis, and more. 
• Evaluate, implement and maintain all financial and accounting systems as well as improve on all existing systems
• Generate monthly financial statement packages for management and prospective investors
• Ensure data integrity of the General Ledger and reconciliation of all Sub-Ledger accounts across entities
• Ensure the maintenance of appropriate financial records and preparation of financial reports
• Create scorecard / dashboard for each service line offering
• Keep CEO informed with real-time metric /dashboard reports and recommend new or revised policies or programs when needed
• Assist the sales department in analyzing gross margins by service line and make suggestions to increase top-line revenue and profitability
• Develop annual budgets and oversee financial planning and analysis
• Preparation of Long-Term Financial Planning and Financial Modeling, including preparing Targeted, Best Case & Worst Case analysis including Five Year Rolling Plan
• Oversees and implements merger integration, Add-on acquisitions initiatives, and covenants compliance
• Development and adherence to agreed upon financial reporting deadlines, company policies, and departmental procedures as well as organize financial information

Qualifications

• Bachelor's degree in accounting, finance, or related (required)
• CPA preferred
• 10 years of successful experience with small to middle-market companies, preferably within the consumer services sectors including HVAC, plumbing, roofing, landscaping, construction, etc.
• Experience in successful fundraising and investor relations 
• Proven ability to create, implement (or improve upon), and utilize a System of Key Metrics and Financial Measurements (IE: Benchmarking, Scorecarding & Financial Dashboards ) used to measure operating performance and help drive managerial decision making
• A role model of integrity, strong work ethic, team player with impressive business acumen
• Action oriented with a strong sense of urgency and is hands-on
• Appreciates and thrives within an entrepreneurial environment