Strategic Director of Finance & FP&A

Grote Enterprises/CINFAB/TJ Dyer/Commercial HVAC; Cincinnati (OH); Vor Ort; USD 140.000 - 210.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Strong communication

Leadership

GAAP knowledge

Ausbildung

Bachelor’s degree in Accounting or Finance

CPA and/or MBA preferred

Jobbeschreibung

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.