Job Description

ESSENTIAL DUTIES & RESPONSIBILITIES

• Oversee all accounting, finance, treasury, IT, and risk management functions

• Ensure accurate, timely preparation of financial statements, budgets, forecasts, and monthly reporting packages for the executive team, Board, investors, and lenders

• Monitor working capital, cash flow, and bank covenants

• Oversee inventory management processes, customer payment collections and vendor relationships to support cash flow optimization

• Drive supply chain analysis and manage buying contracts to improve unit pricing, optimize terms, and ensure material availability for project execution

Manage relationships with insurance brokers and bonding companies to optimize policy renewals, coverage and claims

• Partner with operations to deliver data-driven insights to inform business decisions on pricing, cost structure, project bid models, etc.

• Lead the creation and implementation of project controls and job costing systems to strengthen pricing strategy, profitability analysis and bid competitiveness

• Develop and manage a Volume of Work in Progress (VOWP) process connecting Sales, Operations, and Finance to improve visibility, forecasting and resource planning

• Lead, in coordination with the private equity sponsor, financial due diligence, valuation and integration for acquisitions

• Coordinate activities of external auditors and tax advisors, including annual audit, tax planning, and entity structuring

• Review state and federal tax filings prior to submission, with support from Platform

• Oversee financial and commercial terms in major contracts and master service agreements, including development of multi-year contract pricing, participation in negotiations, and liaison with utility procurement officials to manage line-item development, contract renewals, price increases and terms

• Lead HR strategy for a 100+ person organization, including development of HR staff and systems, design and execute critical hiring campaigns to support operational scaling, and establish the roadmap for an eventual in-house HR leader reporting to the CFO

• Provide financial input for HR programs, including incentive compensation, benefits analysis, and 401(k) compliance

• Conduct financial modeling and analysis to support strategic decisions

• Develop, mentor, and manage finance and accounting personnel

• Lead ERP implementation (expected in the next one to two years) and partner with the COO and operations leadership to design and deploy systems, tools, and processes that enable scalable field operations

• Other duties as assigned

ESSENTIAL QUALIFICATIONS & EXPERIENCE

• MUST HAVE - Construction Experience

• Significant financial leadership experience, ideally as CFO or a senior finance role in construction, industrial services, or utility-related business

• Expertise in GAAP accounting, financial reporting, budgeting, forecasting, and internal controls

• Experience in cash flow management and working capital optimization

• Proven M&A experience, including due diligence, valuation, and integration

• Background with ERP systems, financial system upgrades, and multi-location integration projects

• Experience in cost analysis and profitability improvement

• Comfortable operating in a leveraged environment with private equity ownership • Demonstrated ability to prepare and present financial reports to Boards, investors, and lenders

• Strong leadership skills with experience developing and mentoring finance and accounting teams

• Excellent communication, analytical, and problem-solving skills

• High integrity and strong business ethics

• Bachelor’s degree in accounting, finance, or related field required; MBA, CPA, or public accounting experience preferred

• Proficient with MS Office software (Excel, Word, PowerPoint)

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