What are the responsibilities and job description for the Head of Finance position at Keefe's Air Conditioning & Heating, Inc?
Job Summary
The Head of Finance (HOF) is responsible for overseeing the financial operations, strategy, and overall financial health of the organization. The HOF provides executive leadership in financial planning, budgeting, forecasting, reporting, capital allocation, risk management, and investment decisions while supporting the company's growth, profitability, and long-term strategic objectives. As a key member of the executive leadership team, the HOF serves as a trusted advisor to the GM, providing financial insight to guide business decisions and operational strategy. The HOF also partners closely with the company's private equity partners, ensuring financial performance, reporting, governance, and strategic initiatives align with investor expectations and value creation objectives.
Duties & Responsibilities
Financial Strategy & Leadership
- Develop and execute the company's financial strategy aligned with business goals.
- Provide financial insights and recommendations.
- Support mergers, acquisitions, investments, and expansion initiatives.
- Drive long-term financial planning and sustainable growth.
Financial Planning & Analysis
- Lead budgeting, forecasting, and financial modeling processes.
- Monitor company performance against financial targets.
- Analyze financial data and identify opportunities for improvement.
- Prepare strategic financial reports and presentations.
Accounting & Financial Reporting
- Oversee accounting operations and ensure compliance with applicable accounting standards.
- Ensure timely and accurate month-end and year-end close processes.
- Prepare accurate and timely financial statements and management reports.
- Maintain general ledger integrity and balance sheet reconciliations.
- Report on revenue, costs, margins, and working capital.
- Oversee job costing, inventory, fleet, and fixed asset accounting.
- Maintain strong internal controls and financial governance.
Cash Flow & Treasury Management
- Manage cash flow, liquidity, and working capital.
- Oversee banking relationships and financing activities.
- Monitor investments and financial risks.
Risk Management & Compliance
- Identify and mitigate financial and operational risks.
- Ensure compliance with tax laws, regulations, and reporting requirements.
- Develop and maintain corporate policies and procedures.
- Oversee the company's insurance and risk management programs in collaboration with private equity partners.
- Coordinate audits, tax compliance, and external auditor relationships.
Team Leadership
- Lead, mentor, and develop the payroll and accounting team.
- Establish performance objectives and accountability measures.
- Promote a culture of financial discipline and continuous improvement.
Competencies for Success
- Strategic Planning
- Financial Analysis
- Leadership & Team Management
- Risk Assessment
- Business Acumen
- Decision-Making
- Communication & Presentation Skills
- Regulatory Compliance
- Problem-Solving
- Team Player
Required Skills & Abilities
- Strong knowledge of financial planning, accounting, taxation, and corporate finance.
- Experience with budgeting, forecasting, and financial analysis.
- Excellent leadership, communication, and strategic thinking skills.
- Proficiency in financial management systems and ERP platforms.
Education & Experience
- 7–10 years accounting/finance leadership
- Controller, VP Finance or Director of Finance
- CPA or CMA preferred; MBA optional
- Experience in a multi-location, service, trades, distribution, or operating-company environment if applicable
- Experience with ADP and Sage Intacct preferred.
Physical Demands
- Must be physically able to lift, lower, push, and pull objects of up to 25 lbs. unassisted
- Ability to stand, walk, climb, bend, stoop, and crouch for extended periods of time
Work Environment
Office Based
Standard Office Hours
Monday – Friday; 7:00am – 5:00pm
While normal business hours are Monday through Friday, this is an exempt leadership position requiring the flexibility to work beyond scheduled hours as needed to effectively support the organization, its employees, customers, and stakeholders.
Remote Work Eligibility
Not Eligible
Supervisory Component
Yes
Managerial Component
Yes
Confidentiality Component
Yes