Chief Financial Officer

Company:

EEI is a national engineering consulting firm supporting industry-leading Fortune 100, data center, medical/laboratory, and higher education institutions with mission critical environments. Our specific services focus on building commissioning, facility assessments, and sustainability. Our purpose is to create lasting and impactful building performance for a better world!

EEI is dedicated to creating a collaborative, employee-centric culture with a commitment to delivering innovative and high-quality solutions to our clients. We are a rapidly growing and profitable 100% employee-owned ESOP generating $35M annually with 120 employee-owners.

Position Overview:

We are seeking an experienced Chief Financial Officer (CFO) to join our leadership team. Our CFO is responsible for financial planning, budgeting, and analysis; debt and cash management; banking relationships; financial compliance; tax reporting; cost-benefit analysis; and the oversight of finance/accounting and administrative operations.

The ideal candidate will be a relationship-based leader with strong emotional intelligence, able to effectively work with all levels of the organization – a strategic-minded, problem solver with an interest in leveraging technology/data to make informed business decisions. The ideal candidate will bring a strong background in finance and accounting management in an engineering consulting or similar environment.

Key Responsibilities:

Financial Planning, Budgeting, and Analysis:

• Develop and implement financial strategies to support the company’s growth and profitability.
• Lead the annual budgeting process and provide ongoing financial forecasting.
• Analyze financial performance, identify trends, and recommend actions to improve financial outcomes.
• Prepare and present financial reports to the CEO and Board of Directors.

Debt and Cash Management:

• Manage the company’s debt portfolio, including negotiation and administration of loan agreements.
• Develop and implement cash management strategies to ensure adequate liquidity and optimize cash flow.
• Oversee working capital management, including accounts receivable and payable.

Banking Relationships:

• Establish and maintain strong relationships with banks and financial institutions.
• Negotiate and manage banking services and credit facilities to support the company’s financial needs.

Financial Compliance and Tax Reporting:

• Ensure compliance with all financial regulations and reporting requirements.
• Oversee the preparation and submission of tax filings and ensure compliance with tax laws.
• Coordinate with external auditors and manage the annual financial audit process.

Cost-Benefit Analysis:

• Conduct cost-benefit analyses to support decision-making and strategic planning.
• Evaluate financial implications of new projects, investments, and initiatives.

Acquisitions:

• Lead and oversee financial due diligence for potential acquisitions, ensuring accurate valuation, risk assessment, and alignment with the company’s strategic objectives.
• Collaborate with executive leadership to develop and execute acquisition strategies, including deal structuring, negotiation, and integration planning to maximize financial performance and synergies.

Oversight of Finance/Accounting and Administrative Operations:

• Lead and manage the finance and accounting team, ensuring accurate and timely financial reporting.
• Oversee administrative functions, including firm administration, facilities management, and IT services.
• Develop and implement policies and procedures to enhance operational efficiency and effectiveness.

Employee Stock Ownership Plan (ESOP):

• Manage the financial aspects of the ESOP, including valuations, transactions, and compliance.
• Educate and support employees regarding the ESOP and its benefits.

Leadership and Team Development:

• Provide leadership and mentorship to the finance and administrative teams.
• Foster a culture of collaboration, continuous improvement, and professional development.

Relationship to Employees and Clients:

This position reports directly to the Chief Executive Officer (CEO) and will work closely with the firm’s senior leadership. This position manages all finance, accounting, IT, and administrative personnel.

Qualifications:

Required

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field; MBA or CPA preferred.
• Minimum of 10 years of experience in financial management, with at least 5 years in a senior leadership role, preferably the CFO seat.
• Experience in the AEC industry or a related professional services field.
• Deltek Vision and VantagePoint software experience a plus.
• Strong knowledge of financial principles, practices, and regulations.
• Proven experience in financial planning, budgeting, and analysis.
• Excellent strategic thinking, analytical, and problem-solving skills.
• Exceptional communication and interpersonal skills.
• Ability to lead and inspire teams in a fast-paced, dynamic environment.
• Strong commitment to ethical standards and corporate governance.
• Travel required: 25% to 50%.

Benefits:

• Competitive salary and performance-based bonuses.
• Employee Stock Ownership Plan (ESOP).
• Comprehensive health, dental, and vision insurance.
• Retirement savings plan with company match.
• Professional development opportunities.
• Flexible work arrangements and a supportive work-life balance.

Application Process:

Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to SCallahan@EEIBuildingPerformance.com

Join us in driving sustainable solutions and making a positive impact on the built environment. We look forward to welcoming a dynamic and visionary CFO to our team.

All qualified applicants will receive consideration for employment at EEI without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. EEI is an equal opportunity employer and values diversity in our workforce

Attention Search Firms / Third-Party Recruiters: EEI is not seeking assistance or accepting unsolicited resumes from search firms for employment opportunities with EEI. Regardless of past practice, all resumes submitted by search firms to any employee at EEI via email, the Internet, or directly to hiring managers at EEI in any form without a valid written search agreement in place for a specific position will be deemed the sole property of EEI, and no fee will be paid in the event a candidate is hired by EEI as a result of the referral or through other means.