Chief Financial Officer

Responsibilities

The Chief Financial Officer (CFO) is a key member of the executive leadership team responsible for the financial management, strategy, and long-term stewardship of the organization

This role oversees financial planning and reporting, accounting, tax strategy, ESOP administration, enterprise risk management, financial systems governance, due diligence, and performance optimization across a complex, multi-entity engineering enterprise. 

The CFO partners closely with the CEO, Board of Directors, ESOP trustees, and senior leadership, and works in direct alignment with the EVP of Corporate Development & Operations to drive sustainable growth, operational excellence, and employee-owner value across the enterprise. 

This role is designed as a key enterprise leadership position with increasing scope and responsibility over time, reflecting the organization's long-term succession planning and commitment to leadership continuity. 

The CFO is responsible for ensuring that all financial and operating practices preserve the organization's S-Corporation status and support the long-term sustainability of its ESOP structure. 

Responsibilities 

Strategic Leadership and Responsibilities 

• Develop and execute long-term financial strategy aligned with corporate objectives and ESOP goals. 
• Drive profitability initiatives including margin expansion, overhead optimization, pricing discipline, and project-level improvements.
• Lead ROI modeling for capital investments, service-line development, and geographic expansion.
• Champion enterprise-wide cost-saving, automation, and operational efficiency initiatives.
• Provide long-term financial leadership focused on sustainable, profitable growth and enhanced employee-owner value
• Lead, mentor, and develop high-performing teams across Finance, Accounting, Tax, ESOP, Risk, and Audit functions and work in close partnership with Treasury leadership to ensure alignment across capital, liquidity, and enterprise risk initiatives..
• Promote a culture of transparency, accountability, continuous improvement, and operational excellence.
• Build organizational capability through professional development, succession planning, and leadership pipeline development.
• Responsible for government contracting oversight, including compliance with accounting and reporting requirements.
• Partner with operations to improve project profitability, billing accuracy, cash cycle performance, and resource utilization.
• Enhance cost management, pricing strategies, overhead allocation methodologies, and margin optimization across all geographies and business lines.

Financial Management, Corporate Governance, Reporting, Policies & Internal Controls 

• Direct all financial reporting functions, ensuring accuracy, integrity, and GAAP compliance.
• Oversee monthly, quarterly, and annual close cycles across all subsidiaries and business units.
• Present financial results, forecasts, KPIs, and strategic analyses to the CEO, Board, ESOP trustees, and executive leadership.
• Ensure corporate practices-including distributions, ownership structure, and M&A activity comply with requirements necessary to maintain S-Corporation status. 
• Maintain a strong internal control environment, ensuring robust policies, procedures, and segregation of duties to mitigate financial, operational, and compliance risks. 
• Ensure cross-company consistency and audit readiness across all financial operations.
• Improve processes and systems to streamline workflows, reduce manual effort, and enhance financial visibility.
• Champion enterprise-wide cost-saving, automation, and operational efficiency initiatives.
• Review contracts as required and provide financial input on significant commercial terms. 
• Oversee company-owned real estate assets and participatein lease versus buy decisions for capital equipment. 
• * Policies:
  • Establish and enforce corporate financial policies such as delegations of authority, capitalization, procurement, intercompany transactions, expense management, and transfer pricing. 
  • Ensure that accounting policies related to claims management - including claims loss tracking methodologies, reserve-setting processes, set-aside calculations, and rules governing the use or release of claims accruals - are consistently defined, tracked, and accounted for across the enterprise in coordination with Risk Management, HR, Operations, and subsidiary leadership.
  • Own all accounting policies across the enterprise, including documentation, communication, enforcement, and training.
  • Oversee the review, modernization, and simplification of accounting policies.
  • Lead an immediate, comprehensive update of all accounting and financial policies to align with the new ERP system (D365 F&O), including financial dimensions, workflows, approval hierarchies, and internal controls.
  • Ensure policies are consistently applied across all subsidiaries and offices, support audit readiness, and meet regulatory requirements.

Audit, Regulatory Compliance & Governance 

• Lead planning, coordination, and completion of external financial audits
  

  Serve as primary liaison with external auditors, ESOP trustees, valuation consultants, and regulatory agencies. 

• Oversee ESOP audits and ensure compliance with ERISA, Department of Labor, and IRS requirements.
• Direct internal audit activities including controls testing, risk assessments, compliance reviews, and remediation efforts. 
• Ensure compliance with federal and state audits, maintaining proper documentation and timely responses. 

Insurance, Risk Financing & Enterprise Risk Management