Overview
This role is responsible for leading core financial operations for a growing business with significant ownership over how the finance function is structured, systematized, and run going forward.
The position combines traditional finance management (budgeting, forecasting, and invoicing) with a mandate to build the underlying systems, processes, and controls that will scale with the business. As part of a finance transformation initiative, the role will support consolidation into a single financial platform and provide financial partnership to senior leadership across multiple business lines as the organization grows.
Location: Remote, with some travel
Job Type: Full-Time
Reports To: Head of Business Finance or Business Finance Manager
Responsibilities
Budgeting, Forecasting & Financial Reporting
- Own the budgeting and forecasting process, including preparation of the annual budget and maintenance of rolling forecasts.
- Manage the invoicing process end to end, ensuring accuracy, timeliness, and compliance with contractual terms.
- Analyze run rates, project costing, and margin performance to inform operational and leadership decisions.
- Prepare financial reporting packages and respond to ad hoc analysis requests from leadership and cross-functional teams.
Finance Transformation & Systems Design
- Lead a company-wide finance transformation initiative, consolidating multiple systems into a single, unified financial platform.
- Design and implement financial systems, controls, and standard operating procedures that define how the finance function runs.
- Build scalable financial structures and reporting frameworks to support the company’s growth.
- Identify and drive process improvements that increase efficiency and accuracy across financial operations.
Account & Cross-Functional Support
- Manage the financial relationship for a designated entity/group of clients, including billing, cost tracking, and reporting.
- Partner with operations and project teams on client engagements, providing financial oversight to help ensure projects track correctly from a cost standpoint.
- Support project-based and on-site engagements requiring financial oversight, cost tracking, and reporting.
- Partner with other business units and support cross-selling initiatives across service lines.
Strategic Partnership & Leadership Support
- Serve as a key financial partner to senior leadership, providing insight that informs business decisions.
- Participate in leadership and planning discussions, contributing financial analysis and recommendations.
- Support finance initiatives as the company’s operations and footprint expand.
Requirements
- Bachelor’s degree in Finance, Accounting, or a related field.
- 5+ years of progressive experience in a finance management role, ideally within real estate services, construction, facilities management, or a related project-based business.
- Proven experience with budgeting, forecasting, and invoicing at a company or business-unit level.
- Demonstrated experience designing or improving financial systems, processes, and controls (not only operating within existing ones).
- Comfort operating in a growth-stage, evolving environment with limited existing infrastructure—building the playbook rather than only following it.
- Strong analytical and problem-solving skills with meticulous attention to detail.
- Strong written and verbal communication skills, including the ability to present financial information to both financial and non-financial stakeholders.
- Ability to manage multiple priorities and thrive in a fast-paced, collaborative environment.
Preferred Qualifications
- Experience leading or supporting financial system implementations or migrations.
- CPA, CMA, or related certification.
- Familiarity with construction, commissioning, or facilities management operations.
- Experience supporting global or multi-entity finance operations.
Compensation & Benefits
Base Salary
- $90,000–$110,000 annually (good-faith estimate based on skills, experience, education, and market/location). Final compensation will be determined by job-related factors consistent with applicable law.
Benefits
- 8 company-paid holidays and 2 floating holidays, plus PTO.
- Medical, Dental, and Vision insurance with enrollment starting on Day 1; coverage begins the first of the month following 30-days of employment.
- Employee Assistance Program available to all employees (even if you do not participate in the benefits package).
- Employer-supported 401(k) with immediate 100% vesting, including 3% employer match and a 50% match on the next 2%.
- HSA, mental health resources, and gym discounts.
- Discounted group programs including legal services, home & auto insurance, pet insurance, and ID theft protection.
- Discounted group Life & AD&D, Discounted group Short & Long-term Disability.
- Parental leave.
Equal Opportunity Employment
The organization is an equal opportunity employer committed to diversity and inclusion. Reasonable accommodations are available for applicants needing assistance related to the application or interview process, performing essential job functions, or receiving employment benefits and privileges.