Position Summary
We are seeking an experienced Fractional CFO with deep experience in construction and/or home services (HVAC, plumbing, electrical, roofing, restoration, or similar trades) to serve as the acting CFO across multiple client companies.
This is a hands-on leadership role, not an advisory position. You will step directly into the CFO seat, own the finance function, and partner with ownership and operations leaders to improve cash flow, margins, and operational performance.
This opportunity is ideal for a senior Controller, Director of Finance, or current Fractional CFO who already operates at a CFO level and wants broader exposure, flexibility, and meaningful impact across multiple organizations. The role is execution-focused and relationship-driven, requiring someone who can make decisions, build scalable financial infrastructure, and lead with authority.
Key Responsibilities
- Serve as the financial leader for assigned client companies, providing hands-on oversight of the finance function
- Translate financial data into actionable operational insights and strategic recommendations
- Own the financial narrative and reporting delivered to owners, lenders, and boards
- Build and maintain rolling cash flow forecasts aligned with backlog, project timing, labor requirements, and material costs
- Manage working capital, liquidity, and short-term and long-term cash planning
- Oversee job costing accuracy, WIP schedules, backlog reporting, and percentage-of-completion revenue recognition
- Monitor change orders, margin fade/gain, and project-level cost performance
- Partner directly with operations leaders to improve job profitability and operational efficiency
- Lead the monthly close process and ensure accurate, timely financial reporting
- Deliver decision-ready reporting packages and financial insights to leadership
- Develop and monitor KPIs related to labor efficiency, gross margin, overhead absorption, utilization, and backlog health
- Manage banking, lending, and bonding relationships and prepare financial reporting packages
- Participate in lender, investor, and board-level financial discussions
- Improve financial processes, internal controls, and reporting infrastructure
- Optimize accounting, ERP, and job costing systems
- Support multi-entity structures and scalable financial infrastructure
- Lead recurring financial review meetings with client leadership teams
- Present financial performance, risks, and opportunities with executive-level clarity and confidence
Qualifications
- Bachelor’s degree in Finance, Accounting, Business Administration, or related field, or equivalent combination of education and relevant professional experience; CPA and/or MBA preferred
- Significant senior-level finance leadership experience supporting commercial construction, general contracting, specialty trades, or home services organizations
- Demonstrated expertise in construction-specific financial operations, including:
- Job costing and project margin analysis
- Work-in-Progress (WIP) reporting and percentage-of-completion accounting
- Cash flow forecasting tied to backlog and project cycles
- Labor-driven P&L management
- Multi-entity or complex operational environments
- Experience advising leadership teams within project-based, contract-driven revenue models
- Experience supporting companies typically ranging from $20M to $250M+ in annual revenue
- Strong financial modeling, forecasting, and scenario-planning capabilities within construction environments
- Working knowledge of GAAP and accounting standards applicable to construction entities
- Experience with ERP/accounting systems commonly used in construction (e.g., Sage, Foundation, Viewpoint, etc.)
- Demonstrated ability to provide strategic financial advisory services in a consultative capacity
- Strong communication and stakeholder engagement skills, with the ability to present financial insights to ownership, executives, and board-level audiences
- Ability to operate independently, manage multiple client priorities, and deliver outcomes within evolving business environments