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

Accounting Operations

Operational Partnership

Business Growth & M&A

Team Leadership

Qualifications

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