Chief Financial Officer

Job Details

This is a highly operationally focused CFO role that goes beyond traditional finance and accounting functions. The ideal candidate will not only manage financial planning and processes but will also work hands-on alongside other department leaders to drive business performance, optimize operations, and improve overall efficiency.

This role demands a blend of strategic leadership, high technology acumen, and deep operational insight to translate financial data into actionable business strategies. The CFO will be a key decision-maker, actively involved in shaping company initiatives, solving operational challenges, and ensuring that financial insights support sustainable growth. We are seeking a financial leader with a strong operational mindset, not just a number-cruncher but someone who thrives on collaborating with teams across sales, production, installation, and customer service to improve financial and operational outcomes.

Candidates must demonstrate prior experience in operational finance, working beyond the numbers to influence business decisions and drive continuous improvement.

Key Responsibilities :

1. Financial Strategy and Leadership

Develop and implement financial strategies aligned with the company's short- and long-term goals.

Provide financial insights and recommendations to the President and leadership team to drive profitability and growth.

Collaborate across departments to align financial and operational objectives.

2. Accounting and Human Resources Oversight

Oversee daily accounting operations, including accounts payable, accounts receivable, payroll, and general ledger functions.

Ensure accuracy and timeliness of financial reporting, including monthly, quarterly, and annual financial statements.

Direct the preparation of budgets, forecasts, and variance analysis.

Maintain internal controls to safeguard company assets and ensure compliance with GAAP.

Oversight of Paylocity P / R system and benefits.

3. Financial Planning and Analysis (FP&A)

Lead the development of financial models and dashboards to track key performance indicators (KPIs).

Perform detailed cash flow analysis to optimize working capital and ensure liquidity.

Conduct ROI analyses for new projects, initiatives, and investments.

Year end tax oversight including forecasting and preparation of year end schedules

4. Company and Customer Financing

Manage bank relationships and ensure company has growth financing in place.

Ensure customer financing programs are available and a strategic advantage.

5. Risk Management and Compliance

Manage the company's insurance policies, including liability, property, and workers' compensation coverage.

Oversee compliance with local, state, and federal regulations, including internal policies, tax filings and audits.

Identify and mitigate financial risks to ensure long-term stability.

Oversee legal compliance, contracts, and risk management to protect the company.

6. Operational Support

Partner with department leaders to drive efficiency in operations, including installation processes and inventory management.

Evaluate vendor relationships and negotiate contracts to optimize costs and service levels including benefits.

Participate in strategic decision-making related to pricing, sales, and marketing initiatives.

Oversee strategic projects and technology implementations.

7. Team Leadership

Lead, mentor, and develop the accounting and finance team, fostering a culture of accountability and continuous improvement.

Implement training programs to build financial acumen across the organization.

Serve as a resource for cross-functional teams, offering financial guidance and support.

Qualifications :

Bachelor's degree in Accounting, Finance, or a related field; MBA or CPA preferred.

8 years of progressive financial leadership experience, ideally in a small-to-mid-sized company.

Strong understanding of accounting principles, financial analysis, and reporting.

Proficient in financial software, ERP systems, and Excel.

Hands-on experience with cash flow management, budgeting, and forecasting.

Excellent communication and interpersonal skills, with a collaborative approach to leadership.

Key Attributes for Success :

A proactive, process driven and hands-on leader who thrives in a dynamic, fast-paced environment.

Detail-oriented with a strategic mindset to balance short-term needs with long-term goals.

Strong problem-solving and decision-making abilities.

Good technology acumen

An ability to work both independently and collaboratively, ensuring all financial processes support the company's success.

Compensation and Benefits

Competitive salary commensurate with experience.

Performance-based bonus structure.

Comprehensive benefits package, including health insurance, retirement plan, and paid time off.

Pay : $180,000.00 - $200,000.00 per year

Benefits : 401(k)

401(k) matching

Dental insurance

Health insurance

Life insurance

Paid time off

Referral program

Retirement plan

Vision insurance

Work Location : In person

Salary : $180,000 - $200,000