CFO at Engage Search Partners, LLC
Montgomeryville, PA
About the Job
COMPANY: Our client is a $100M privately held design and build specialty construction firm with roughly 250 full-time employees.The company has been in business for over 40-years constructing lab research space or clean rooms for customers in the pharmaceutical and life sciences industry.
SUMMARY
The Chief Financial Officer (CFO), will work closely with the Chief Executive Officer and the executive leadership team.The CFO will lead a team of 8-10 professionals including the Controller, Assistant Controller, Director of Finance, Tax Manager and supporting accounting and clerical staff.The CFO is responsible for bringing a strategic finance perspective to all business decisions and will have primary day-to-day responsibility for planning, implementing, managing, and controlling all financial activities of the Company. This will include direct responsibility for accounting and financial reporting, financing, forecasting, metrics refinement and monitoring, tax filing and compliance, legal, insurance and risk management, deal analysis and negotiations, other financial analyses and the assets and books of the company.
RESPONSIBILITES
•Lead the development and execution of the company's financial strategy, ensuring alignment with overall business goals.
•Oversee financial operations, including accounting, budgeting, forecasting, tax and financial reporting.
•Ensure compliance with GAAP and regulatory requirements while maintaining strong internal controls.
•Provide strategic financial insights to the CEO and executive leadership team to guide business decisions.
•Manage the budgeting and forecasting process at both the project level and overall annual corporate budget and 3-5 year strategic plans, ensuring accuracy and alignment with the company’s growth objectives.
•Establish and maintain relationships with external auditors, banks, financial institutions and our ownership team.
•Oversee cash flow management, working capital optimization, and capital expenditure planning.
•Lead M&A activities, including financial due diligence, integration planning, and post-merger financial strategy.
•Drive continuous improvement in financial processes, systems, and reporting to enhance efficiency and accuracy.
•Mentor and develop the finance and accounting teams to build a high-performance culture.
•Proven experience as a CFO or senior financial executive, ideally in a high-growth environment.Experience leading financial operations within a commercial construction company are a must.
•Strong knowledge of GAAP, financial reporting, and compliance.
•Execution of the Company’s strategic plan including deployment of capital, service strategy, budgeting / forecasting and driving cost control. Advise senior management and other business leadership on the financial implications of business activities.
•Oversee tax-reporting functions, tax liability projections, tax strategy, and associated structuring.
•Take lead of the risk management policies, procedures, and compliance specific to the business.
Own the audit relationship and process and personally lead the bank relationship and interactions.
Expertise in financial strategy, budgeting, forecasting, and cash flow management.
•Establish key performance indicators (KPIs) and scorecards to monitor the business specifically sales growth, efficiency, profitability, and time and resource management. Provide credible, functional and business leadership to continuous improvement in company operations, margin improvement, and commercial efforts to maximize the profit potential of the business.
•Excellent leadership and communication skills, with the ability to collaborate with senior leadership and external partners.
•Bachelor’s degree in accounting, finance, or related field; MBA or CPA preferred.
REQUIREMENTS:
•Bachelor’s Degree in Accounting or Finance required.
•CPA, CFA or an MBA degree, a plus .
•A minimum of 20 years progressive accounting/finance experience with 10+ years in senior financial management roles includinga seat at the senior management table.
•Construction experience or similar adjacent industries, i.e. custom manufacturing or industrial fabrication, is highly desired.
•Experience managing and developing an accounting and finance organization, particularly in a growth environment.
•Executive presence; ability to function as a member of the management team, and to add value to the organization beyond the financial arena.
•Technically adept in all areas of accounting and financial management including cash flow management, financial analysis, earnings projections, budgeting, tax filing, reporting, and risk assessments and the construction industry.
•Percentage of Completion Accounting experience strongly preferred.
•Excellent ERP, ideally Sage, and Business Intelligence system experience required. Strong computer skills including proficiency in Word, Excel, PowerPoint and Access.
SUMMARY
The Chief Financial Officer (CFO), will work closely with the Chief Executive Officer and the executive leadership team.The CFO will lead a team of 8-10 professionals including the Controller, Assistant Controller, Director of Finance, Tax Manager and supporting accounting and clerical staff.The CFO is responsible for bringing a strategic finance perspective to all business decisions and will have primary day-to-day responsibility for planning, implementing, managing, and controlling all financial activities of the Company. This will include direct responsibility for accounting and financial reporting, financing, forecasting, metrics refinement and monitoring, tax filing and compliance, legal, insurance and risk management, deal analysis and negotiations, other financial analyses and the assets and books of the company.
RESPONSIBILITES
•Lead the development and execution of the company's financial strategy, ensuring alignment with overall business goals.
•Oversee financial operations, including accounting, budgeting, forecasting, tax and financial reporting.
•Ensure compliance with GAAP and regulatory requirements while maintaining strong internal controls.
•Provide strategic financial insights to the CEO and executive leadership team to guide business decisions.
•Manage the budgeting and forecasting process at both the project level and overall annual corporate budget and 3-5 year strategic plans, ensuring accuracy and alignment with the company’s growth objectives.
•Establish and maintain relationships with external auditors, banks, financial institutions and our ownership team.
•Oversee cash flow management, working capital optimization, and capital expenditure planning.
•Lead M&A activities, including financial due diligence, integration planning, and post-merger financial strategy.
•Drive continuous improvement in financial processes, systems, and reporting to enhance efficiency and accuracy.
•Mentor and develop the finance and accounting teams to build a high-performance culture.
•Proven experience as a CFO or senior financial executive, ideally in a high-growth environment.Experience leading financial operations within a commercial construction company are a must.
•Strong knowledge of GAAP, financial reporting, and compliance.
•Execution of the Company’s strategic plan including deployment of capital, service strategy, budgeting / forecasting and driving cost control. Advise senior management and other business leadership on the financial implications of business activities.
•Oversee tax-reporting functions, tax liability projections, tax strategy, and associated structuring.
•Take lead of the risk management policies, procedures, and compliance specific to the business.
Own the audit relationship and process and personally lead the bank relationship and interactions.
Expertise in financial strategy, budgeting, forecasting, and cash flow management.
•Establish key performance indicators (KPIs) and scorecards to monitor the business specifically sales growth, efficiency, profitability, and time and resource management. Provide credible, functional and business leadership to continuous improvement in company operations, margin improvement, and commercial efforts to maximize the profit potential of the business.
•Excellent leadership and communication skills, with the ability to collaborate with senior leadership and external partners.
•Bachelor’s degree in accounting, finance, or related field; MBA or CPA preferred.
REQUIREMENTS:
•Bachelor’s Degree in Accounting or Finance required.
•CPA, CFA or an MBA degree, a plus .
•A minimum of 20 years progressive accounting/finance experience with 10+ years in senior financial management roles includinga seat at the senior management table.
•Construction experience or similar adjacent industries, i.e. custom manufacturing or industrial fabrication, is highly desired.
•Experience managing and developing an accounting and finance organization, particularly in a growth environment.
•Executive presence; ability to function as a member of the management team, and to add value to the organization beyond the financial arena.
•Technically adept in all areas of accounting and financial management including cash flow management, financial analysis, earnings projections, budgeting, tax filing, reporting, and risk assessments and the construction industry.
•Percentage of Completion Accounting experience strongly preferred.
•Excellent ERP, ideally Sage, and Business Intelligence system experience required. Strong computer skills including proficiency in Word, Excel, PowerPoint and Access.
