Chief Financial Officer

Description

At Excel Engineering, we are the power behind our clients’ processes. 

We are a full-service engineering consulting firm specializing in electrical engineering, industrial automation, and power systems. For over 30 years, we've partnered with leading companies across industries to deliver solutions that improve safety, efficiency, and performance.

Our work spans sectors including life sciences, consumer goods, chemical, oil & gas, and utilities, giving our team the opportunity to support complex, high-impact projects.

What sets us apart is our approach: we build long-term partnerships by understanding our clients' operations and acting as an extension of their team. If you're looking to make a meaningful impact in a growing organization, Excel Engineering offers the opportunity to do just that.

Role Overview

As the Chief Financial Officer, you will serve as a key member of the leadership team, reporting directly to the President. This position provides strategic direction and oversight for Finance, Human Resources, Information Technology, and administrative operations while helping guide the company's continued growth and long-term success.

Your work will include:

• Partnering with executive leadership to develop and execute strategic initiatives
• Leading and supporting Finance, HR, IT, and administrative teams
• Driving operational efficiency through process improvements and system enhancements
• Establishing and maintaining effective internal controls
• Promoting a culture of accountability, integrity, and continuous improvement
• Managing confidential and sensitive company information with the highest level of professionalism
• Overseeing all accounting functions, including Accounts Payable, Accounts Receivable, General Ledger, and financial reporting
• Developing budgets, forecasts, and long-range financial plans
• Managing cash flow and financial analysis to support business decisions
• Overseeing corporate finance activities, including S-Corporation distributions, stock transactions, and shareholder documentation
• Coordinating with external partners regarding tax filings and R&D tax credit activities
• Managing banking relationships and financing activities
• Ensuring financial compliance and reporting accuracy
• Overseeing employment law compliance, EEO reporting, and HR best practices
• Supporting payroll administration and employee incentive programs
• Managing employee benefits and insurance renewals
• Providing strategic oversight of IT systems, policies, and infrastructure
• Ensuring compliance and efficiency across all administrative functions

Requirements

Qualifications

• 8-10 years of experience
• Proficiency with accounting software and Microsoft Office Suite
• Strong communication, organizational, task management, and problem-solving skills
• Ability to interpret business publications, legal documents, and government regulations
• Strong financial planning, budgeting, and forecasting capabilities
• Ability to manage highly confidential information with discretion and professionalism
• Strong leadership skills with a commitment to continuous improvement
• Physical ability to perform essential job functions
• Willingness to travel up to 10-15%
• Advanced knowledge of Deltek Vantagepoint is a plus
• Advanced knowledge of Paylocity is a plus

Education

• Bachelor's degree in Accounting, Business Administration, Finance, or a related field
• Master's degree and/or CPA designation preferred

We Offer…

• Growth & Development: Opportunities to contribute at a strategic level while driving meaningful organizational improvements.
• Leadership Impact: Direct influence on company performance, long-term strategy, and operational excellence.
• Retirement Benefits: 401(k) plan with employer matching.
• Comprehensive Health Coverage: Medical, dental, vision, life insurance, and disability coverage.
• Flexible Benefits: HSA with company match and Dependent Care FSA options.
• Work-Life Balance: Paid time off and a flexible work schedule.
• Flexibility & Trust: A work environment built on trust, accountability, and results.
• Collaborative Culture: A high-performing team committed to service, innovation, and continuous improvement.

We Offer a Competitive Salary and Great Benefits.

At Excel Engineering, we're proud of our positive, high-performing culture where teamwork, accountability, and a service-oriented mindset help us do our best work every day. If you enjoy a fast-paced and rewarding environment and want to play a key role in shaping the future of a growing organization, we'd love to hear from you.

Excel Engineering, Inc. is proud to be an Equal Opportunity Employer. We welcome and consider all qualified applicants without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, disability, age, veteran status, marital status, or any other protected characteristic. We value diverse perspectives and believe they strengthen our work, our teams, and the solutions we deliver to clients. We encourage candidates from backgrounds traditionally underrepresented in their fields to apply. If you require accommodations during the application or interview process, please contact Human Resources at [email protected].