Accounting and Finance Manager

The ideal candidate will be responsible for working with senior management to develop financial strategies for the organization. You are comfortable handling large amounts of data, acting as a business partner, decision maker, and providing regular financial reporting. 

We’re a fast-moving HVAC company rebuilding how a home services business should run, clean operations, tight financial control, and software-driven workflows.

We don’t need a back-office bookkeeper.

We need an operator who owns the financial system end-to-end.

This role is responsible for cash visibility, billing discipline, collections, and financial control in a business doing ~$4M with plans to scale.

• Daily Billing Discipline
• Ensure all completed jobs are invoiced same day (no exceptions)
• Build and enforce end-of-day billing reconciliation
• Cash Visibility
• Maintain real-time view of:
• Cash today
• 2-week cash forecast
• Identify risks before they happen
• Accounts Receivable (AR)
• Run weekly AR aging review
• Drive collections process (calls, follow-ups, escalation)
• Enforce late fee policy (30/60 days)
• Accounts Payable (AP)
• Manage vendor payments with controls
• Flag anything unusual or >$1K
• Prioritize payroll and critical vendors
• Financial Accuracy
• Own a fully reconciled balance sheet weekly
• Clean up and maintain QuickBooks Online
• Ensure correct treatment of:
• Deferred revenue
• Inventory
• Job costing (as we build toward it)
• Process & System Building
• Improve workflows across billing, collections, and reporting
• Work directly with ownership to design better systems
• Help integrate finance into operations (not siloed)

• Not a passive bookkeeping role
• Not a “close the books once a month” job
• Not a corporate reporting layer disconnected from operations

If you want structure handed to you, this will feel uncomfortable.

• No lag between job completion and invoicing
• Clean, reliable AR with active follow-up
• Owner can see cash position instantly
• Weekly balance sheet is accurate and trusted
• Problems are surfaced early—not after the fact

• Strong in QuickBooks Online
• Comfortable in a high-accountability environment
• Detail-oriented but biased toward action
• Willing to push back when something doesn’t make sense
• Thinks like an owner, not a task executor

• Base: ~$60,000
• Bonus: Performance-based (tied to cash control, AR, and operational execution)

This business doesn’t scale without financial control.

You will be the person who:

• Turns chaos into structure
• Turns revenue into cash
• Builds the financial backbone of the company