Job Description

Job Opportunity: Chief Financial Officer

Career Area: Business Services

Our Client is seeking an experienced Chief Financial Officer (CFO) to lead and shape the organization’s financial and strategic trajectory. This critical leadership role will be responsible for overseeing all financial operations, including strategic planning, risk management, financial reporting, and compliance. The CFO will play a key role in guiding the firm through growth phases and potential mergers and acquisitions. Additionally, the role will be integral in nurturing the firm’s employee-owned culture, aligning financial strategies with the Employee Stock Ownership Program to enhance both business performance and employee-owner benefits.

Key Responsibilities:

Strategic Leadership:

• Collaborate with the CEO and executive team to develop and implement the company's strategic financial plan.
• Provide expert financial guidance on organic growth, mergers and acquisitions, and other strategic investments.
• Optimize the company's capital structure to ensure adequate capital for growth while maintaining a robust balance sheet.
• Lead the creation and enforcement of financial policies, procedures, and internal controls to mitigate risk, ensure compliance, and drive efficiency.
• Participate actively in ownership transition planning to maintain a sustainable and equitable employee ownership model.

Financial Management:

• Oversee all financial operations, including accounting, budgeting, forecasting, financial reporting, and treasury management.
• Provide timely and accurate financial information to the CEO, board of directors, and other key stakeholders.
• Develop and implement financial models and analyses to support strategic decision-making.
• Ensure compliance with financial regulations and reporting requirements.
• Coordinate with external consultants for annual company valuations.
• Manage relationships with external auditors, bankers, and financial partners.

Team Leadership and Development:

• Build and lead a high-performing finance team, promoting a culture of collaboration, continuous improvement, and innovation.
• Attract, develop, and retain top financial talent.
• Implement best practices in financial management and reporting.
• Create a forward-thinking finance function that anticipates and addresses evolving company needs.

Education & Experience Qualifications:

• 10-15 years of progressive financial leadership experience, preferably in a high-growth environment, employee-owned firm, or the architecture, engineering, and construction industry.
• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field; Master’s degree or professional certification (CPA or CFA) preferred.
• Expertise in capital markets, mergers and acquisitions, and ownership transition strategies.
• Proven ability to build and lead high-performing teams with a focus on integrity, collaboration, and innovation.
• Strategic thinker with strong business acumen, capable of translating complex financial data into actionable insights.
• Experience with multi-state financial operations.
• Expertise in financial management disciplines such as accounting, finance, budgeting, and cost control principles.
• Proven track record in contributing to strategic planning and executive decision-making, with the ability to guide the firm through growth phases, including mergers, acquisitions, and expansions.
• Proven capability to interface with financial institutions, auditors, and valuation consultants.