Strategic Director of Finance & FP&A

Grote Enterprises/CINFAB/TJ Dyer/Commercial HVAC; Cincinnati (OH); On-site; USD 140,000 - 210,000; Full time

Job summary

Legacy Mechanical Group is seeking an experienced Director of Finance to lead the finance and accounting organization, partnering with the Senior Controller and CFO to manage month-end close, reporting, and policy adherence.

The role emphasizes building a scalable, high-performing team, improving systems, and delivering actionable financial insights to support operations and leadership decisions. This senior position anchors cash, FP&A, and ESOP activities within a growing organization.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• CPA and/or MBA preferred.
• 10+ years of progressive experience in accounting and finance roles, including leadership responsibility.
• Strong understanding of GAAP and financial reporting in a project-based or construction environment.
• Experience with budgeting, forecasting, and financial analysis.
• Demonstrated ability to improve processes, implement systems, and develop teams.
• Strong communication skills with the ability to work effectively across finance, operations, and executive leadership.

Responsibilities

• Oversee accounting operations across multiple entities, including monthly close, general ledger, and financial reporting.
• Review and analyze monthly financial statements for accuracy, completeness, and clarity prior to executive review.
• Ensure consistent application of accounting policies, internal controls, and best practices.
• Serve as a technical accounting resource on complex issues, estimates, and judgment areas.
• Work collaboratively with the Senior Controller to manage workloads, prioritize activities, and reduce bottlenecks.
• Provide technical guidance and support to ensure timely and accurate execution of accounting responsibilities.
• Assist in developing structure, clarity, and scalability within the accounting team.
• Promote cross-training, documentation, and redundancy to reduce key-person dependency.
• Help develop and formalize financial planning and analysis (FP&A) capabilities.
• Support budgeting, forecasting, and reforecasting processes.
• Develop meaningful management reporting, dashboards, and variance analysis.
• Translate financial data into insights that support operational and leadership decision-making.
• Monitor cash flow, accounts receivable, accounts payable, retainage, and working capital trends.
• Support billing discipline and collection efforts in partnership with operations.
• Assist with lender, bonding, and audit-related reporting and analysis.
• Support ESOP administration processes in coordination with the CFO, trustee, valuation firm, and third-party partners.
• Prepare and maintain annual financial and reporting support for the ESOP valuation process, including data requests, schedules, and analyses.
• Assist with repurchase obligation forecasting and liquidity planning related to employee ownership.
• Ensure appropriate documentation and controls for ESOP-related reporting and audit support.
• Identify opportunities to improve finance processes, controls, and workflows.
• Partner with internal and external resources to enhance ERP systems, reporting tools, and data integrity.
• Reduce manual effort through standardization, automation, and improved system utilization.
• Coach and mentor accounting and finance team members.
• Help define clear roles, expectations, and performance standards.
• Contribute to a culture of accountability, collaboration, and continuous improvement.
• Act as a visible, approachable finance leader across the organization.

Skills

Strong communication

Leadership

GAAP knowledge

Education

Bachelor’s degree in Accounting or Finance

CPA and/or MBA preferred

Job description

Legacy Mechanical Group is seeking an experienced Director of Finance to lead the finance and accounting organization, partnering with the Senior Controller and CFO to manage month-end close, reporting, and policy adherence.

The role emphasizes building a scalable, high-performing team, improving systems, and delivering actionable financial insights to support operations and leadership decisions. This senior position anchors cash, FP&A, and ESOP activities within a growing organization.