Job Description

The Carlisle Group has been retained to find a Chief Financial Officer. Our client is a privately owned electrical contractor, founded in 1919, and has its headquarters in York, PA. They employ approximately 620 employees and do business with companies throughout a 7-state footprint. They are experiencing record growth! This position would work out of their headquarters in York with an opportunity for a hybrid work environment after an initial 6-month period of getting acclimated and building rapport with the team and leadership.

Position Summary:

The Chief Financial Officer (CFO) is a key member of the executive leadership team, responsible for overseeing all financial, accounting, and strategic fiscal operations of the company. This role ensures financial integrity, supports growth initiatives, manages risk, and provides strategic direction aligned with the company’s long-term business goals.

Responsibilities:

Financial Leadership & Strategy

• Develop and execute financial strategies that support corporate goals, profitability, and growth initiatives.
• Provide strategic recommendations to the CEO and executive team on financial performance, business planning, and long-term strategy.
• Lead financial forecasting, budgeting, and long-range planning processes across divisions and regions.
• Identify and assess new business opportunities, acquisitions, and capital investments.

Accounting & Financial Operations

• Oversee all aspects of accounting, financial reporting, job costing, and compliance with GAAP and industry standards.
• Ensure accurate and timely monthly, quarterly, and year-end financial statements.
• Implement and maintain robust internal controls to safeguard company assets.
• Oversee project cost tracking, WIP (Work in Progress) reporting, and revenue recognition.
• Manage cash flow, credit, and working capital to support ongoing operations and project demands.
• Coordinate with Enterprise CFO on tax strategy for the Company and oversee the preparation of tax returns.
• Oversee and coordinate external audits.

Risk Management & Compliance

• Direct insurance, bonding, and surety relationships; oversee contract risk review and mitigation.
• Ensure compliance with federal, state, and local regulations, including tax filings and audits.
• Partners with legal and operational teams to manage risk exposure related to projects, contracts, and safety.

Team Leadership & Development

• Lead and mentor the finance, accounting, and administrative teams to foster continuous improvement and professional development.
• Promote a culture of accountability, collaboration, and financial discipline across the organization.
• Partner with project management and operations teams to improve job cost forecasting and margin performance.

Technology & Systems Integration

• Oversee the implementation and optimization of ERP systems and financial software (e.g., Viewpoint Vista, Spectrum, Sage 300, or equivalent).
• Utilize data analytics and business intelligence tools to enhance decision-making.
• Support digital transformation initiatives to improve financial efficiency and reporting accuracy.

Skills & Competencies:

• Strategic and analytical thinker with strong business acumen.
• Exceptional leadership, communication, and interpersonal skills.
• Advanced proficiency in ERP systems, Microsoft Excel, and financial modeling.
• Ability to balance strategic vision with hands-on operational execution.
• High integrity, sound judgment, and a commitment to ethical business practices.

Performance Metrics:

• Accuracy and timeliness of financial reporting and forecasting.
• Effective cash flow management and debt reduction.
• Margin improvement and profitability growth.
• Team engagement, development, and retention.
• Successful implementation of process improvements and systems upgrades.

Requirements:

• Bachelor’s degree in Accounting, Finance, or related field required; MBA or CPA strongly preferred.
• 10+ years of progressive financial leadership experience, including at least 5 years at a senior management level leading a department.
• Proven track record in the construction, electrical contracting, or manufacturing industries preferred. Require demonstrated experience in a company with revenue exceeding $300M annually.
• Experience with project-based accounting, WIP analysis, and multi-entity financial management preferred.
• Strong understanding of bonding and insurance. Prefer experience with construction contracts (AIA, GMP, Design-Build, etc.).

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