Director of Finance

Job Description

Job Description

Description:

Position Summary

The Director of Finance is responsible for leading financial operations, reporting infrastructure, and acquisition financial integration across a multi-company MEP holding platform. This role ensures financial consistency, operational visibility, and disciplined financial planning across all operating companies.

The Director of Finance partners closely with the CFO, COO, CAO, and Operating Company General Managers to drive financial transparency, support acquisition due diligence, and build scalable financial systems that enable growth through both organic expansion and acquisitions.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

Financial Reporting & Consolidation

• Oversee monthly, quarterly, and annual financial reporting across all operating companies.
• Lead consolidated financial reporting for the Holdco entity.
• Ensure financial statements comply with GAAP and lender requirements.
• Standardized chart of accounts across operating companies.
• Produce board-level reporting packages including consolidated P&L, EBITDA reporting, margin analysis, and cash flow reporting.

Financial Planning & Analysis (FP&A)

• Lead enterprise budgeting and forecasting processes.
• Produce monthly variance analysis against budgets.
• Build operational dashboards including revenue trends, technician productivity, gross profit by division, marketing ROI, and labor utilization.
• Develop rolling 12-month forecasts and strategic financial models.

M&A Financial Responsibilities

• Acquisition Financial Due Diligence
• Analyze acquisition targets including revenue quality, customer concentration, margin stability, backlog, fleet costs, labor productivity, and working capital requirements.
• Support Quality of Earnings analysis and EBITDA normalization adjustments.
• Identify financial risks and integration requirements.

Deal Modeling

• Build acquisition financial models including purchase price analysis, ROI projections, EBITDA contribution forecasts, debt service modeling, and capital structure sensitivity analysis.
• Evaluate IRR, payback periods, and return on invested capital.

Acquisition Integration

• Lead post-acquisition financial integration including accounting systems, chart of accounts alignment, and reporting standardization.
• Oversee transfer of vendor accounts.
• Support Day 1, Day 30, and Day 90 integration milestones.

Cash Flow & Working Capital Management

• Monitor cash flow across operating companies.
• Improve working capital through AR management, inventory oversight, and vendor payment strategies.
• Operational Financial Support
• Support operating companies through job costing analysis, pricing support, fleet cost management, and departmental profitability reporting.

Systems & Financial Infrastructure

• Oversee accounting platforms, ERP integrations, financial dashboards, and reporting systems.
• Standardize financial processes across the enterprise.
• Internal Controls & Compliance
• Ensure proper internal financial controls.
• Support audits, tax coordination, and lender reporting compliance.

Qualifications

• Bachelor’s degree in finance, Accounting, or Business Administration required; MBA preferred.
• CPA, CMA, or CFA designation strongly preferred.
• 8–12+ years of progressive financial leadership experience, ideally in construction/MEP/HVAC or related industries.
• Demonstrated success managing multi-entity financials (Holdco or PE-backed experience a plus).
• Strong knowledge of GAAP, internal controls, and financial systems (ERP, FieldEdge, ServiceTitan, NetSuite, QuickBooks).
• Exceptional leadership, strategic thinking, and communication skills.

Physical Demands and Work Environment

· Sit for prolonged periods of time.

· Repetitive Movements i.e. typing and mouse use.

· Prolonged screen viewing.

· Lifting up to 25 pounds.