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Regional Finance Leader

Regional Finance Leader

AIR Control ConceptsCharlotte NC, NC, US
1 day ago
Job type
  • Full-time
  • Quick Apply
Job description

Job Title :

  • Regional Finance Leader Job Location :   Charlotte NC FLSA Status :   Exempt   Overview : Air Control Concepts is more than just a collection of firms, we are a community of forward-thinking experts committed to excellence, innovation, and collaboration.
  • With a focus on commercial HVAC representation, we bring together esteemed entities from diverse regions, each boasting decades of invaluable experience.
  • We understand that success in the HVAC industry goes beyond individual accomplishments.
  • That's why we believe in the power of unity and collaboration.
  • By leveraging our collective assets, knowledge, and resources, we empower our member firms to deliver unparalleled service, safety, and efficiency to clients across healthcare, commercial, and residential sectors.

This position is with one of our operating companies' Force Equipment Company Website :

  • AIR Control Concepts | HVAC Partnerships, Growth & Support Across North America   Job Description : The Regional Finance Leader (RFL) serves as the senior financial and operational leader for the region, overseeing all aspects of financial performance, reporting, forecasting, and transformation across the region’s portfolio of operating companies.
  • Acting as a strategic partner to both regional and corporate leadership, the RFL ensures financial accuracy and transparency while driving operational excellence, scalability, and growth.
  • The RFL plays a pivotal role in shaping how the region operates—creating synergies across entities, professionalizing financial operations, and supporting business leaders in making data-driven, profitable decisions.

    • Essential Duties and Responsibilities :

  • Financial Leadership & Business Partnership Serve as the primary finance leader and advisor for the region’s operations, providing insight, challenge, and guidance to Regional Leadership and Corporate Finance.
  • Translate financial results into business insights to drive decisions on pricing, resource allocation, and performance improvement.
  • Partner with Corporate FP&A on budgets, forecasts, and scenario analysis.
  • Act as the link between OpCos and corporate leadership, ensuring alignment between strategy, performance, and execution.
  • Partner with regional operations and business leaders to identify growth opportunities, efficiency improvements, and synergies across entities.
  • Financial Reporting & Close Management Oversee the month-end close process across all regional OpCos; ensure close timeliness, completeness, and accuracy.
  • Review and approve all monthly financial statements and reporting packages, prepared by the regional finance team.
  • Drive standardization of close processes and reporting formats across entities within the region.
  • Identify and address financial risks, gaps, or inefficiencies impacting results.
  • Ensure financial accuracy and alignment with corporate standards and policies.
  • Accounting Operations & Controls Ensure implementation of corporate accounting policies, procedures, and controls across all entities in the region.
  • Monitor and enforce segregation of duties, documentation standards, and control testing.
  • Coordinate cash management activities with Corporate Treasury, including cash forecasting and working capital management.
  • Maintain proper entity-level audit trails and reconciliations to support audit readiness.
  • Budgeting, Forecasting & KPI Management Lead the annual budgeting process for the region, partnering with OpCo Principals to develop realistic yet ambitious financial plans.
  • Prepare and update rolling forecasts (P&L, cash flow, and balance sheet) and explain variances to budget and prior periods.
  • Monitor and report KPIs and financial metrics (margin, DSO, AR aging, utilization, revenue per FTE, etc.) to track performance and identify trends.
  • Collaborate with Corporate FP&A to ensure consistency in forecasting methodology and data integrity.
  • Strategic Analysis & Decision Support Evaluate financial impacts of operational initiatives, pricing decisions, and growth opportunities.
  • Develop business cases and ROI analyses for capital expenditures, new product / service lines, or new line card representation.
  • Participate in post-acquisition integration efforts, ensuring newly acquired entities are financially aligned with regional standards.
  • Provide scenario modeling and sensitivity analysis to support decision-making.
  • Audit, Compliance & Risk Management Ensure regional adherence to internal control standards and corporate audit requirements.
  • Partner with Corporate Finance and external auditors during annual audits.
  • Maintain audit-ready documentation for all material accounts and transactions.
  • Oversee sales and use tax and regulatory compliance at the regional level in partnership with corporate support functions.
  • Proactively identify and mitigate financial, operational, and compliance risks.
  • Systems, Process Improvement & Transformation Champion the transition to a common ERP system (Oracle), ensuring consistent configuration and reporting.
  • Identify opportunities to automate or streamline manual processes and improve efficiency.
  • Support implementation of BI tools and other financial reporting systems.
  • Develop process documentation and training materials for regional and entity-level finance staff.
  • Act as a change leader for finance transformation initiatives, fostering adoption and accountability across entities.
  • Leadership, Talent Development & Team Building Build and mentor a high-performing regional finance team, ensuring clear roles, responsibilities, and succession plans.
  • Foster collaboration between entity-level accountants, controllers, and the corporate finance team.
  • Drive a culture of accuracy, accountability, and continuous improvement.
  • Assess staffing levels and skill sets to align with the professionalization of the organization (right people in the right seats).
  • Build and inspire a multidisciplinary finance team capable of supporting a fast-paced, high-growth environment with agility and collaboration.

    • Competencies :

  • Technical Expertise & Problem Solving – Applies in-depth knowledge of commercial HVAC systems, tools, and technologies to troubleshoot issues and implement effective solutions.
  • Maintains strong attention to detail and follows through on complex service tasks.
  • Customer & Team Engagement – Builds trust and maintains positive relationships with customers through clear, professional communication and consistent service.
  • Collaborates well with peers, dispatch, and management to support team goals.
  • Time & Task Management – Prioritizes responsibilities effectively, manages schedules, and maximizes productivity across varying service calls and work environments.
  • Adaptability & Continuous Learning – Responds well to changing job demands and field conditions.
  • Actively participates in training and embraces new tools, technologies, and methods to stay current in the trade.

    • Experience & Requirements :

  • Significant experience (10+ years) in finance, business operations, or related leadership roles, ideally within multi-entity, high-growth, or decentralized organizations.
  • Proven ability to lead large, diverse teams spanning accounting, FP&A, and operational finance functions.
  • Demonstrated success in transformational or fast-scaling environments—building structure, systems, and talent where little existed before.
  • Strong business acumen with the ability to translate financial insights into strategic decisions that drive growth and efficiency.
  • Experience partnering with operations and business unit leaders to influence decisions, improve profitability, and optimize resource allocation.
  • Deep understanding of financial management fundamentals—reporting, forecasting, analysis, and working capital—balanced with a hands-on, execution-oriented mindset.
  • Skilled in identifying synergies across multiple entities and driving process standardization, system integration, and shared best practices.
  • Excellent leadership, communication, and change management skills; proven ability to inspire, align, and develop teams through periods of transition.
  • Experience with modern ERP and BI systems (e.g., Oracle, NetSuite, Power BI) and leveraging technology to enable scalability and insight.
  • Flexibility and adaptability to thrive amid complexity, competing priorities, and ongoing transformation.
  • A background in accounting and finance (through experience or education) is required, but formal credentials such as CPA or MBA are not required.

    • Benefits :

  • We offer a competitive and comprehensive benefits package, including : Health & Wellness – Medical, dental, vision, and life insurance coverage to support your well-being.
  • Financial Security – 401(k) retirement plan with company match and short / long-term disability coverage.
  • Work-Life Balance – Paid time off (PTO), paid holidays, and an employee assistance program (EAP).
  • Professional Development – Ongoing training opportunities and support for continuing education.
  • Company Perks – Vehicle allowance and company computer AIR Control Concepts is an Equal Opportunity Employer.
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