What are the responsibilities and job description for the Director of Finance and People position at Cline's Heating and Air?
At Cline’s, we don’t just install HVAC systems—we set the standard for quality, expertise, and customer satisfaction. As Spokane's most distinguished HVAC company, we have been serving homeowners, businesses, and contractors since 1988 with a commitment to excellence that goes beyond just getting the job done. We believe in building lasting relationships, not just with our customers, but with our employees and industry partners. Our team is made up of high performers who take pride in their craft, support each other, and never settle for average. We invest in ongoing training, the best tools and technology, and a work culture that values accountability, growth, and teamwork. At Cline’s, we offer competitive wages, career advancement opportunities, and a company culture that feels like family. Whether it’s a company BBQ, team outings, or simply celebrating wins together, we believe in creating an environment where people love to work. If you’re looking for a company that values excellence, integrity, and the pursuit of being the best, Cline’s AC is the place for you.
Cline’s Heating and Air is building a team that sets the STANDARD in our market. We are looking for a Director of Finance and People who will own the financial integrity of the business and the systems that support our team. This is not a back-office role. This is a leadership position responsible for driving accountability across financials, operations, and people systems. You will ensure our books are clean, our cash is managed, our processes are tight, and our team is supported with structure, clarity, and consistency.
CORE RESPONSIBILITIES:
Financial Management & Reporting:
- Maintain accurate financial records and general ledger.
- Reconcile all bank accounts, credit cards, and loan accounts (weekly/monthly).
- Close books monthly and produce P&L, Balance Sheet, and Cash Flow reports.
- Monitor cash flow and flag risks or inconsistencies.
- Ensure job costing accuracy across all departments.
- Oversee invoicing accuracy and timeliness.
- Manage collections and maintain clean AR aging.
- Process vendor bills and payments (AP).
- Maintain vendor records, W9s, and payment terms.
- Ensure all expenses are properly coded and documented.
- Process or coordinate payroll accurately and on time.
- Pay and file quarterly local taxes and payroll taxes.
- Ensure compliance with all federal, state (WA & ID), and local tax requirements.
- Manage employee reimbursements and expense tracking.
- Support onboarding and offboarding payroll setup.
- Work with department leaders to build and manage budgets.
- Track and report actual vs. budget performance.
- Identify inefficiencies, cost overruns, and opportunities for improvement.
- Provide clear, actionable financial insights to leadership.
- Learn and become proficient in ServiceTitan.
- Ensure accurate billing, job costing, and revenue tracking.
- Partner with Service and Install teams to streamline workflows.
- Identify and implement best practices to improve billing and reduce revenue leakage.
- Manage all business licenses, registrations, and renewals (WA & ID).
- Track employee certifications and continuing education requirements.
- Ensure compliance with city, county, and state regulation.
- Maintain organized and audit-ready records.
- Manage vendor relationships and contracts.
- Serve as point of contact for IT and key service providers.
- Oversee company devices (phones, iPads, computers).
- Maintain organized digital and physical filing systems.
- Maintain employee files and documentation.
- Support onboarding and offboarding processes.
- Administer employee benefits and record keeping.
- Maintain and update employee handbook and company SOPs.
- Track and report key business metrics (revenue, margins, efficiency, etc.).
- Support leadership with weekly/monthly scorecards.
- Identify gaps in performance and help drive accountability.
- Continuously improve processes and enforce operational standards.
- Track materials, equipment, and job-related costs.
- Ensure proper allocation of costs to jobs.
- Work with field teams to reduce waste and protect margins.
- 5 years of progressive bookkeeping/accounting experience—preferably in HVAC, construction, real estate, or multi‑entity environments.
- Advanced proficiency in QuickBooks Online/Desktop, Microsoft Excel (pivot tables, V‑lookups), and familiarity with ServiceTitan or similar CRMs.
- Proven track record of month‑end close, multi‑entity consolidations, and real‑estate accounting.
- Strong analytical mindset with uncompromising attention to detail.
- Excellent communication skills—able to distill complex financial data into clear insights.
- Self‑starter with a “do whatever it takes” attitude, a positive outlook, and a commitment to our core values.
- Associate’s or Bachelor’s degree in Accounting, Finance, or related field preferred (but demonstrated experience and drive matter most).
- $75,000-$125,000 plus bonuses and performance incentives.
- Continued education.
- Medical.
- Dental, Vision, Accident Insurance are also available.
- 401K Plan.
- Opportunity for advancement.
- Paid holidays.
- Paid vacation time.
- Ongoing local, regional and national training opportunities.
- Mentorship and personal, professional, and financial goal planning.
- Our family of employees participate in hunting trips, camping trips, BBQ’s and other fun activities throughout the year.
- Employee Recognition Program that provides bonuses and / or paid time off when employees provide exceptional service to the company and our customers.
OUR VISION:
OUR CORE VALUES:
- Inspirational: Everything we do is bigger than us. We show up to work not just for ourselves but to impact our team, create the best solutions for our customers, and chase our full potential.
- Disciplined: We do what we say we are going to do. No exceptions. We train every day to continue learning and growing.
- Accountable: We hold ourselves and our team accountable because true growth doesn’t happen by accident. Extreme accountability leads to extraordinary results.
- Transparent: We have big goals and move quickly. Our team operates with transparency to prioritize the work that gets us closer to those goals.
- Aligned: We hire growth-oriented individuals because our business can’t grow if our people aren’t growing. We align our business goals with every team member’s personal, professional, and financial goals—when our team wins, the company wins.
- GSD: We get sh*t done!
- Stability and Growth: As part of our team, you'll have the security of working for an established company with an impeccable reputation that’s been leading the charge in the commercial HVAC space since 1988. With a solid foundation, and a track record of success, you’ll have ample opportunities for growth and advancement.
- Community Impact: At Cline's Air Conditioning, we believe in giving back to the communities that have supported us over the years. By joining our team, you'll be contributing to our mission of creating meaningful jobs and preserving the integrity of our industry in the face of increasing corporate consolidation.
- Training and Development: We understand that staying ahead in the HVAC industry requires continuous learning and skill development. That's why we offer extensive training opportunities to ensure our team members have the knowledge and expertise they need to excel in their roles.
- Family-Owned Values: As a family and veteran owned business, we prioritize the well-being and success of our team members. When you join Cline's Air Conditioning, you're not just an employee - you're part of our family, and we'll do everything we can to support you in your career journey.
About Cline's Heating and Air:
Cline’s Heating and Air is a veteran-owned HVAC leader serving Spokane and North Idaho since 1988. Founded by the Cline family on a bedrock of integrity and a promise to “fix what others only replace” we’ve built deep community roots and a reputation for top-tier workmanship—you’ve likely seen our technicians at parts and supply houses. In May 2024, the Boston family acquired Cline’s, tripling our size within the first year while keeping our vision, mission, and core values intact. Today, we invest in our people with competitive wages, ongoing certification training, and clear career paths so every team member can excel. As we press forward to become the undisputed authority in local HVAC services, we’re looking for skilled, dependable professionals who share our commitment to excellence and community. Join us and help shape the next chapter of Cline’s Heating and Air.
Salary : $80,000 - $120,000