CFO

Opportunity Profile

Location: Sterling, VA

Position Title: Chief Financial Officer (CFO)

The Opportunity:

This opportunity offers the chance to influence the strategic direction and financial evolution of a $100M+ services platform supported by a strong foundation of established businesses and experienced leadership.

Rather than stepping into a turnaround situation or inheriting a broken organization, the incoming CFO will join a healthy, growing enterprise at the exact moment when increased sophistication, integration, and strategic financial leadership become critical to the next phase of growth.

The organization is bringing together multiple operating companies under a single leadership structure, creating a unique opportunity for an accomplished finance executive to leave a lasting mark on the business. This role goes far beyond traditional accounting, compliance, and reporting responsibilities. The CFO will serve as a strategic business partner to executive leadership, helping drive visibility into the organization’s financial performance, identify opportunities for operational improvement, uncover profitability enhancements, and provide actionable financial insights that support growth initiatives.

One of the most significant projects facing the organization is the integration of multiple businesses, systems, and teams into a unified operating structure. The successful candidate will play a central role in ERP consolidation efforts, helping guide the organization through system integration while becoming the local subject matter expert on financial processes and reporting capabilities.

This position is ideal for a finance leader who thrives in environments where analysis drives action. The CFO will work directly alongside operational leaders to evaluate strategies, assess financial impacts, optimize labor and organizational structures, improve working capital performance, and create financial models that support executive decision-making.

The role offers significant runway for impact. Leadership is seeking someone capable of helping the organization scale from its current size into a substantially larger enterprise while building the financial infrastructure, team capabilities, and reporting sophistication necessary to support continued growth.

The Company:

The company is a well-established services platform comprised of three highly respected mechanical and facility service businesses with decades of operating history and proven market success. Collectively generating more than $100 million in annual revenue, the organization serves commercial and industrial customers across a broad range of service, maintenance, retrofit, and facility solutions.

Backed by strong private ownership, the business benefits from significant financial resources, operational expertise, and a long-term growth strategy. Unlike many middle-market organizations where capital constraints dominate financial decision-making, this platform enjoys the stability and support necessary to focus on operational excellence, strategic growth, and continuous improvement.

The organization is defined by a culture of execution, accountability, and collaboration. Employees operate in a fast-paced environment where responsiveness, operational efficiency, and customer service drive success. The company takes pride in being employee-focused, thoughtful about organizational decisions, and committed to maintaining a workplace where collaboration across departments is both expected and encouraged.

This is a lean organization that values results over hierarchy. Leaders are expected to roll up their sleeves, remain engaged in the details, and contribute directly to business outcomes.

The Boss:

The successful candidate will report directly to the senior business leader responsible for the organization’s overall performance and growth. This leader has built a culture centered on collaboration, accountability, continuous improvement, and employee engagement.

Known for fostering a highly employee-centric environment, they place a strong emphasis on transparency, teamwork, and operational excellence. They firmly believe that “good enough is not good enough” and consistently challenge their teams to identify better ways to serve customers, improve processes, and enhance business performance. Their leadership style is both approachable and demanding, creating an environment where high expectations are matched by strong support, open communication, and mutual respect.

Unlike leaders who manage from a distance, they remain deeply engaged in the day-to-day operations of the business and value leaders who are equally committed to understanding the details while maintaining a strategic perspective. They appreciate individuals who are willing to challenge assumptions, think critically, and drive meaningful improvements rather than pursuing change simply for the sake of change.

For the CFO, this partnership will extend well beyond traditional financial reporting. The successful candidate will serve as a trusted advisor, providing insight into business performance, helping evaluate strategic initiatives, improving organizational visibility, and contributing to key decisions that impact both profitability and employee success. The ideal candidate will be a collaborative business partner who combines strong financial expertise with exceptional interpersonal skills and a genuine desire to help elevate the organization to its next stage of growth.

The Position:

The Chief Financial Officer will serve as the senior financial leader for a well-established and growing services organization, providing the strategic financial leadership, analytical rigor, and operational insight necessary to support continued expansion, business integration, and organizational excellence.

This individual will oversee the finance and accounting organization, help integrate multiple business units and systems, lead ERP transition efforts, and partner closely with executive leadership on strategic planning and organizational decisions.

Success in the role will be defined by the ability to provide meaningful business insights, improve operational performance, support organizational integration, and build a scalable financial infrastructure capable of supporting future growth.

Essential Functions (Other duties may be assigned):

• Lead all financial operations for the organization.
• Partner with executive leadership to evaluate business strategies and financial implications.
• Provide detailed financial analysis related to profitability, SG&A expenses, labor utilization, and operational performance.
• Lead ERP integration and become the organization’s financial systems subject matter expert.
• Develop reporting tools and processes that improve visibility into business performance.
• Analyze project accounting, WIP reporting, percentage-of-completion metrics, and operational cost drivers.
• Drive working capital optimization through improved processes and performance monitoring.
• Evaluate organizational structures and partner with leadership on workforce planning initiatives.
• Build and lead a high-performing finance and accounting team.
• Standardize financial processes across multiple operating entities.
• Identify opportunities for increased efficiency, process improvement, and profitability enhancement.
• Support budgeting, forecasting, long-term planning, and financial modeling activities.
• Establish key performance indicators and operational reporting frameworks.
• Ensure financial information is accurate, actionable, and aligned with business objectives.

Qualifications:

• Proven experience leading finance functions in complex, multi-location organizations.
• Strong background in financial planning and analysis, operational finance, and business partnership.
• Experience leading teams and developing finance talent.
• Demonstrated success implementing processes, systems, and organizational improvements.
• Ability to influence cross-functional leaders and translate financial concepts into business decisions.
• Strong understanding of ERP systems and financial reporting platforms.
• Experience managing organizational change and business integration efforts.
• Excellent communication, leadership, and relationship-building skills.
• Hands-on leadership style with the willingness to engage deeply in operational and financial details.

Education and Experience:

• Bachelor’s degree in Accounting, Finance, Business, or a related discipline.
• Advanced degree desirable.
• Significant progressive financial leadership experience, including CFO, VP Finance, Corporate Controller, or similar roles.
• Experience in service-based businesses, construction, manufacturing, industrial services, or related operational environments preferred.
• Experience with project accounting, work-in-progress reporting, and percentage-of-completion accounting highly desirable.
• Experience leading finance teams within organizations exceeding $50 million in revenue preferred.

Competencies:

• Strategic Thinking
• Financial Analysis and Modeling
• Leadership and Team Development
• Business Partnership
• Process Improvement
• ERP Systems Expertise
• Organizational Planning
• Change Leadership
• Operational Acumen
• Problem Solving
• Communication and Influence
• Executive Presence
• Collaboration
• Continuous Improvement Mindset

Work Environment:

This position operates in a highly collaborative, fast-paced, and team-oriented office environment. Leadership strongly values in-person collaboration and relationship-building, creating an atmosphere where departments work closely together to solve problems and pursue opportunities. The organization maintains a culture of accountability, responsiveness, and operational excellence while remaining highly focused on employee engagement and satisfaction.

Compensation:

The company offers a highly competitive executive compensation package commensurate with experience, along with comprehensive benefits and opportunities for long-term career growth within a rapidly expanding organization.