Manager of Accounting & Financial Planning

About Us: 

Since 1980, DynaTen Corporation (a Comfort Systems USA Company) has delivered high-quality Commercial Construction and Service Solutions across the greater North Texas market. We partner with our clients to provide technical expertise and high-level execution on every project. As a result, DynaTen is a trusted provider of HVAC, Plumbing, and Building Automation Controls solutions. 

Our culture is built on accountability, teamwork, and a commitment to developing our people. We take pride in promoting from within, supporting both field and office teams, and delivering results the right way. We offer strong long-term career opportunities, excellent benefits, and a positive, team-oriented work environment. 

Position Summary 

The Manager of Accounting & Financial Planning  is responsible for leading the financial planning, reporting, analysis, and operational finance functions of the organization. This role partners closely with executive leadership, operations, project management, and accounting teams to drive profitability, improve financial performance, strengthen internal controls, and support strategic decision-making. This position reports to the Vice President of Finance.  

Principal Duties and Responsibilities 

• Lead monthly, quarterly, and annual financial planning and forecasting processes. 

• Analyze financial results and provide actionable recommendations to executive leadership. 

• Develop financial models to support strategic initiatives, capital investments, and operational decisions. 

• Monitor key financial and operational performance indicators and communicate results to leadership. 

• Partner with Operations, Project Executives, Project Managers, and Project Accountants to monitor project financial performance. 

• Review project cost-to-complete forecasts, analyze project profitability, and identify project risks, margin erosion, or cost overruns. 

• Oversee Work-in-Progress (WIP) reporting and revenue recognition compliance. 

• Review and analyze Schedules of Values (SOVs), progress billings, pay applications, subcontract agreements, lien waivers, retainage, and subcontractor compliance documentation. 

• Partner with Operations and Project Management teams to identify and mitigate commercial, contractual, and financial risk. 

• Lead preparation of annual operating budgets, quarterly forecasts, department-level forecasts, and project-level financial forecasts. 

• Perform variance analysis and communicate budget-to-actual results, cash flow impacts, and working capital considerations. 

• Ensure accurate and timely preparation of financial and management reports. 

• Support month-end and year-end close, audit preparation, GAAP compliance, company accounting policies, and internal control monitoring. 

• Coordinate internal and external audits, including financial statement audits, SOX or internal control reviews, insurance audits, and customer audits. 

• Serve as a liaison between auditors, accounting teams, operations personnel, and executive leadership. 

• Evaluate existing financial and operational processes and recommend improvements that strengthen compliance, reduce risk, and improve reporting integrity. 

• Supervise and mentor Finance Analysts, Project Accountants, and other finance personnel as assigned. 

• Promote a culture of accountability, continuous improvement, professional development, and standardized reporting practices. 

• Drive process efficiency through ERP optimization, reporting tools, dashboards, KPI reporting, automation, and business intelligence solutions. 

• Other duties as assigned. 

Required Qualifications 

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field; or equivalent progressive finance experience as determined by company leadership. 

• 10+ years of progressive finance experience. 

• 10+ years of construction industry finance or project accounting experience. 

• Strong knowledge of construction contracts, subcontract agreements, Schedule of Values (SOV) development and management, progress billings, pay applications, lien waivers, lien rights, retainage accounting, and change order management. 

• Strong knowledge of job costing, Work-in-Progress (WIP) reporting, percentage-of-completion revenue recognition, project profitability analysis, and construction operations finance. 

• Experience supporting budgeting, forecasting, cash flow management, financial reporting, audit preparation, compliance, and internal controls. 

• Advanced Microsoft Excel skills and experience with ERP systems in a project-based environment. 

• Strong analytical, organizational, communication, leadership, problem-solving, and executive communication skills. 

• Ability to partner effectively with executive leadership, operations, project management, accounting, auditors, and other cross-functional stakeholders. 

Preferred Qualifications 

• CMA, MBA, CPA, or equivalent professional certification. 

• Experience in mechanical, electrical, HVAC, plumbing, or specialty contracting industries. 

• Experience with COINS+ ERP system. 

• Experience managing finance, project accounting, or operational finance teams. 

• Knowledge of cash management, treasury, corporate financial planning, data analytics, project controls, and business intelligence reporting. 

What you can expect 

• Exceptional health, dental, and vision insurance. 

• Paid Employee-Only Medical Coverage. 

• In-house and manufacturer-led training and leadership development. 

• Long-term career growth into operations, sales, technical, and/or leadership roles. 

• Comprehensive benefits package and employer-sponsored professional memberships. 

• 401(k) match, PTO, holiday pay, and more. 

• Eligibility for the annual incentive program based on role and plan terms. 

Working Conditions 

Work is performed in office, meeting, customer, and active jobsite environments. The role requires regular local travel, occasional overnight travel, schedule flexibility, extended periods using a computer, and walking jobsites while wearing required PPE. Availability outside normal business hours may be required for significant operational or customer matters. 

EEO Statement 

Comfort Systems USA, Inc., together with its subsidiaries, provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, pregnancy or maternity, national origin, citizenship, genetic information, disability, protected veteran status, gender identity, age, or any other status protected by law. This policy applies to recruiting, hiring, transfers, promotions, terminations, compensation, benefits, and all other terms and conditions of employment. 

The statements contained in this document are intended to describe the general nature and level of work being performed by an employee assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add to or change the duties of the position at any time. 

This job description does not state or imply that these are the only duties to be performed by the employee in this position. Employees may be required to follow other job-related instructions and perform other job-related duties requested by an authorized person. All duties and responsibilities are essential functions and requirements and are subject to reasonable accommodation for qualified individuals with disabilities. The requirements listed are the minimum levels of knowledge, skills, and abilities. This document does not create an employment contract, implied or otherwise, and employment remains at will.