Platform Finance Manager

Compass Water Solutions, Inc.; Houston (TX); Hybrid; USD 100,000 - 130,000; Full time

Benefits offered by this job

Medical insurance plans

401(k) retirement plan

Tuition reimbursement

Job summary

Compass Water Solutions, Inc. is seeking a Platform Finance Manager to provide financial leadership across its multi-functional business platform. The role emphasizes budgeting, forecasting, and financial analyses essential for driving business performance and efficiency.

The ideal candidate should have over 10 years of experience in finance within a diverse global industrial environment, alongside a Bachelor’s degree in Finance or related field. Engage with cross-platform teams to optimize financial strategies and ensure successful financial outcomes.

Qualifications

• 10+ years of experience in finance leadership within a global organization.
• Knowledge of cost recognition methods.
• Strong leadership abilities.

Responsibilities

• Drive financial planning and analysis for multiple business platforms.
• Develop financial projections for key metrics.
• Prepare and present platform budgets.

Skills

Finance planning and analysis

Leadership

GAAP knowledge

Financial modeling

Education

Bachelor’s degree in Finance, Accounting, or Economics

MBA

Tools

MS Excel

MS PowerPoint

Job description

Job Summary

CECO Environmental is a global leader in providing sustainable solutions for industrial air, water, and energy transition. Since 1966, we’ve been addressing the world’s most pressing environmental challenges. Our mission is to protect people, the environment, and industrial equipment, making a tangible impact across industries like renewable energy, semiconductor manufacturing, power generation, and water treatment. As a purpose-driven company, we foster a culture of innovation, collaboration, and integrity, ensuring that every project we undertake creates lasting positive change. At CECO, you’ll be part of a growing, dynamic team committed to a cleaner, safer, and more sustainable future.

We are proud to share that CECO was named one of Newsweek’s America’s Greatest Companies for 2025 and that Forbes recognized CECO as one of America’s Most Successful Small‑Cap Companies for 2026, marking our third consecutive year on the Forbes list. CECO Environmental is a publicly traded company on the NASDAQ under the ticker CECO, reflecting our strong growth, financial performance, and commitment to delivering value to shareholders.

The Platform Finance Manager will provide financial leadership for a multi-functional business platform leadership team consisting of a VP/GM plus commercial, technical, operational/project management, product management, and supply chain professionals and/or managers. You will be responsible for driving execution of the financial planning, analysis and forecasting processes for the platform(s) ensuring speed, accuracy, quality and efficiency with a focus on budgeting, forecasting, project and product plans and variance analysis, reporting of business results and capital and resource allocation.

This role will play a key platform leadership role in managing financial performance and implementing finance strategies to achieve committed business performance. You will partner with the business line leader(s), Business Group Finance Director and the CECO FP&A team and deploy financial management initiatives and policies within the platform(s). You will also identify trends and developments in business performance and present findings and recommendations to platform and executive management.

This position will report directly to the Business Group Finance Director, and collaborate with its peers in platform financial positions in other regions and platforms, with platform management team, and with the CECO VP, FP&A.

This role can be based in Addison, TX, Houston, TX, or Austin, TX.

Key Responsibilities

• Develop a strong business and financial management partnership with the platform leader and leadership team, platform finance peers, and global accounting services and shared services teams.
• Drive robust financial planning, forecast and execution.
• Direct the implementation of 80/20 and Lean frameworks with the business lines
• Communicate business line plans that deliver against financial targets, including contingency and countermeasure plans with Root Cause analyses.
• Develop and communicate financial projections and forecasts for Revenue, Orders, Expense, Income and Cash Flow results.
• Support period-end closing activities to ensure revenue recognition is properly documented.
• Drive working capital management and efficiency projects.
• Provide analysis to easily understand Revenue and Margin changes and associated cash flow impact period over period and as compared to forecast.
• Model, measure and report on productivity initiatives.
• Lead preparation and management of platform/business line operational and functional expenditure budgets to ensure cost containment and spend management.
• Prepare, present and deploy platform Annual Operating Plan and team budgets.
• Prepare and manage annual Capital and Operating Expense budgets and spending.
• Prepare and present platform Monthly Business Review (MBR) and Quarterly Operating Review (QOR) materials.
• Support the formulation of platform long/short term strategies and associated Strategic Agenda items and initiatives.
• Develop models and associated projections to assess and confirm planned growth and financial targets are achieved. Communicate and receive buy‑in of these models with the platform leadership team.
• Assist and co‑lead M&A platform projects as needed.
• Performs other duties of a similar nature and level as assigned.

Qualifications

• Bachelor’s degree (BS ) in Finance, Accounting, or Economics (MBA preferred).
• A minimum of 10 years of experience in finance planning and analysis or finance leadership role within a diverse global organization in an industrial B2B operating environment
• Knowledge of Percentage of Completion (POC) project revenue and cost recognition methods and processes.
• Leadership and mentoring of junior staff.
• Liaison with Internal Audit and Accounting Services and Shared Services teams.
• Strong knowledge of GAAP and IFRS
• Strong knowledge of ASC606 and CECO revenue recognition policies. Solid computer skills in MS products, including Excel and PowerPoint, supporting planning, modeling, and analysis.

Work Environment

Travel may be required.

ADA Requirements

Positions in this function typically require typing, sitting, climbing, balancing, stooping, kneeling, crouching, crawling, reaching, standing, walking, pushing, pulling, lifting, fingering, grasping, feeling, talking, hearing, seeing and repetitive motions. This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Compliance with company attendance standards.

We Offer

We provide a variety of medical insurance plans, with dental and vision coverage, Employee 401(k), tuition reimbursement, and much more. At CECO, we are committed to a culture where every employee is valued and respected for their unique experiences and perspectives. We believe a diverse and inclusive work environment contributes to the rich exchange of ideas and diversity of thoughts, that inspires innovation and brings the best solutions to our customers.

Equal Opportunity Employer

CECO is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information, disability or protected veteran status. We are committed to providing a workplace free of any discrimination or harassment.

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