Chief Financial Officer (CFO)

Chief Financial Officer (CFO)

Location : San Diego, CA

Reports To : President / Corporate CFO

About the Company

We are a leading provider of HVAC, mechanical, and energy services within a national service and facilities management platform. The organization delivers maintenance, repair, project, and turnkey solutions to commercial, industrial, and institutional clients. The culture combines entrepreneurial autonomy at the local level with the financial discipline and resources of a large national network.

Position Summary

The Chief Financial Officer (CFO) is a key strategic partner to the President and senior leadership team, responsible for leading all financial operations of the business unit. This role ensures the accuracy of financial reporting, drives operational efficiency, supports growth initiatives (organic and M&A), and ensures alignment with corporate financial standards and KPIs. The CFO will lead finance, accounting, and administrative functions while partnering closely with operations to drive profitability, accountability, and long-term value.

Key Responsibilities

Financial Leadership & Strategy

Serve as a strategic advisor on financial planning, business performance, and organizational strategy.

Lead long-term financial modeling, forecasting, and budgeting processes.

Identify opportunities to improve margin, strengthen cash flow, and enhance operational efficiencies.

Support strategic initiatives including pricing strategy, contract structures, and service line profitability.

Financial Reporting & Compliance

Oversee timely and accurate monthly, quarterly, and year-end financial reporting in accordance with corporate standards.

Ensure compliance with GAAP, tax, regulatory, and audit requirements.

Manage KPIs and reporting dashboards to monitor performance across service, projects, installation, and maintenance operations.

Accounting Operations

Lead all accounting functions including AP, AR, payroll, job costing, WIP reporting, and general ledger management.

Strengthen internal controls, processes, and documentation.

Manage working capital, cash management, and billing cycles to ensure healthy liquidity.

Operational Partnership

Work closely with service, construction, and project leaders to understand job performance, backlog, and profitability drivers.

Provide financial insights that help operations optimize labor, materials, subcontractor usage, and project execution.

Conduct margin analysis, review change orders, oversee WIP schedules, and ensure accurate job costing.

Business Growth & M&A

Support integration activities when new branches or acquisitions are brought into the business unit.

Conduct financial due diligence and help evaluate potential acquisition targets as needed.

Develop scalable financial frameworks that support growth.

Team Leadership

Lead and mentor the finance and accounting team; build a high-performing, service-oriented department.

Provide training and development to promote accuracy, efficiency, and business partnership.

Foster a culture of accountability and continuous improvement.

Qualifications

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

10+ years of progressive financial leadership experience, ideally in HVAC, mechanical contracting, facilities services, construction, or other project-based / service-based industries.

Experience in a roll-up, multi-entity, or private-equity-backed environment strongly preferred.

Strong understanding of job costing, WIP, revenue recognition, and service vs. project margin dynamics.

Proven ability to partner with operations and influence decision-making.

Hands-on leadership style with the ability to balance strategy and detailed execution.

Excellent communication skills with the ability to present to both corporate leadership and field teams.

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