Benefits:
- 401(k) matching
- Competitive salary
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
About Delta Oaks Group
Delta Oaks Group is a dynamic, 70-person engineering and construction consulting firm delivering professional services nationwide. With a reputation for technical excellence, client service, and internal culture, we are poised for our next stage of growth. We are seeking a results-driven, strategically minded CFO to join our executive team and lead the financial operations of the organization.
Position Summary
The CFO owns and drives the financial strategy, operations, systems, and reporting infrastructure to optimize profitability, increase enterprise value, and support long-term scalability. This hands-on executive partners with the CEO and leadership team to shape strategic direction, identify growth opportunities, and prepare the company for capital events such as M&A or private investment.
Key Responsibilities
1. Financial Strategy & Executive Leadership
- Owns and drives all aspects of financial strategy, serving as the CEO’s key financial advisor.
- Leads strategic planning and capital structuring to support growth objectives, geographic expansion, and potential transactions.
- Designs and implements predictive financial models to guide decision-making, mitigate risk, and drive profitability.
2. Operational Excellence & Margin Expansion
- Partners with operations leadership to optimize project profitability and operational efficiency.
- Owns the development and implementation of cost management frameworks, including benchmarking against industry norms.
- Drives ROI analysis for new initiatives, markets, and service lines to ensure resource allocation is aligned with company objectives.
3. Reporting, Forecasting & KPI Ownership
- Owns and drives the monthly and quarterly close process to deliver accurate, timely reporting by department, service line, and geography.
- Develops and maintains rolling forecasts, variance analysis, and dynamic dashboards to provide forward-looking insights.
- Builds a KPI architecture aligned with company OKRs to monitor and influence department performance.
4. Cash Flow & Capital Readiness
- Owns and manages short- and long-term cash planning to ensure liquidity, healthy working capital, and investment capacity.
- Leads financial readiness for M&A, investment, or recapitalization, including data room development, earnings normalization, and diligence preparation.
5. Systems, Process & Scalability
- Evaluates and selects accounting/ERP platforms that enable scalability, technical discipline-based reporting, and automation of manual workflows.
- Owns the design and implementation of SOPs for all finance-related processes, removing CEO dependency.
- Champions automation and AI-based tools to streamline reporting, AP/AR, invoicing, and reconciliation.
6. Budgeting & Planning
- Owns the annual budgeting process and leads quarterly reforecasting in collaboration with department heads.
- Ensures budget alignment with project timelines, resource constraints, and organizational priorities.
- Designs tools and templates to support decentralized, accountable budget management across teams.
7. Tax, Compliance & Risk Management
- Owns and oversees all income, property, and franchise tax matters in coordination with external tax advisors.
- Proactively recommends tax optimization strategies for both the company and its partners.
- Maintains compliance with all industry-specific regulatory and reporting requirements.
8. Banking, Treasury & Relationship Management
- Owns and leads all banking relationships, including optimization of credit facilities and capital access.
- Monitors treasury functions and proactively manages the company’s liquidity strategy.
- Evaluates capital structure options and proposes solutions aligned with growth goals.
9. People Development & Financial Culture Building
- Coaches department leaders on financial literacy and the key levers impacting their team’s performance.
- Cultivates a culture of fiscal discipline, transparency, and strategic accountability.
- Develops tools, training, and processes to empower cross-functional leaders to make data-informed decisions.
Experience & Qualifications
- 8–10+ years of progressive finance leadership, including 3+ years in a senior executive role.
- Experience in engineering, architecture, construction, or professional services industries is strongly preferred.
- Demonstrated success owning finance strategy, budgeting, and reporting in a high-growth, project-based environment.
- Deep understanding of job costing, WIP schedules, GAAP, revenue recognition, and project profitability.
- Proficiency in QuickBooks, Excel, and ERP systems (experience with system upgrades or implementations a strong plus).
- Strong command of financial modeling, business case development, and scenario planning.
- Demonstrated M&A experience strongly preferred
- Collaborative, proactive, and roll-up-your-sleeves mindset with the executive presence to lead through influence.
Culture
The pursuing firm is founded on the principle of delivering unparalleled client service and providing its employees with an exceptional work environment. We strongly believe that these two principles are not separable and are only accomplished through hard work, honesty, and treating others with respect. We are seeking individuals that share those same values.
Educational Requirements
CPA, MBA, or relevant advanced degree strongly preferred.
Travel Requirement
0% travel required for this position
Flexible work from home options available.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Delta Oaks Group
Delta Oaks Group is a professional engineering firm offering site development, inspection and structural engineering services throughout the United States and Its Territories with a focus in the commercial and telecommunications industries.
Delta Oaks Group was established on two basic principles that we believe drive service based business:
- Provide superior client service
- Hire and retain exceptional talent
At Delta Oaks Group, our objective is to focus on core values in order to rekindle the traditional small business philosophies that are so often neglected in today's business landscape. We believe this starts by focusing on the people with which we share our professional environment, thereby respecting those we work for (clients) and those we work with (colleagues). Valuing and understanding both your client's and colleague's vision of long-term success and their incremental objectives along the way; establishing a collaborative and transparent communicative environment regarding the professional achievements and challenges associated with those objectives; and committing to the hard-work and dedication necessary to help achieve those long-term goals are all prerequisites Delta Oaks Group believes are essential to creating a true PARTNERSHIP that promotes the success of both parties.
Delta Oaks Group firmly believes that its success can only be achieved through focusing on the two most important assets of the technical service business; clients and employees. Exceptional technical services are driven by unique talent that possesses the willingness and ability to seek and comprehend client needs while consistently exhibiting an unrelenting attention to detail and desire to settle for nothing but the best. The Delta Oaks Group difference is coupling this approach with superior client service founded on unmatched client responsiveness, transparency, and client-tailored managerial systems and communication protocols.
Company Website: www.deltaoaksgroup.com
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