Finance Manager

Job Description

Job Description

Role Summary

This role supports financial planning and analysis (FP&A) activities, including accurate reporting, forecasting, and cash management that enable scalable growth.

The Finance Manager will assist in maintaining strong relationships with lenders and banking partners, contribute to board- and investor-level financial transparency, and provide analytical support for hiring, resource allocation, and investment decisions.

By helping maintain financial systems, cost accounting processes, and forecasting for major equipment expenditures, the Finance Manager plays a key role in supporting operational and strategic expansion.

This position is designed as a strong development opportunity : the Finance Manager will learn directly from the Managing Director, who leads the most critical elements of the finance function, while also being supported by an experienced outsourced accountant who manages the company's books.

As part of a young, growth-oriented team, the Finance Manager will have the opportunity to build skills, expand responsibilities over time, and grow alongside the business.

Reporting, Planning, and Forecasting

Support the preparation of monthly financials (P&L, Balance Sheet, Cash Flow, KPIs) within five business days of month-end, ensuring accuracy and completeness

Assist in preparing lender reporting packages and integrating them into broader financial reporting

Contribute to cash flow visibility and forecasting processes; training provided for tools such as the 13-week cash flow model

Support the development and maintenance of forecasting processes for revenue, profit, cash flow, pipeline, and expenditures

Provide financial analysis to support business plans, ROI assessments (e.g., marketing, hiring, technology), and client / project profitability

Support forecasting and tracking of major equipment expenditures in partnership with procurement and operations

Cash Flow, Working Capital & Growth Management

Assist in managing revolver and working capital facilities, including utilization tracking and forecasting in coordination with the Managing Director

Help ensure client payments remain ≥98% current by collaborating with sales and clients on collections

Support administration of early payment programs to optimize cash position

Contribute to cost accounting processes that track project margins, service costs, and bid vs. actual GP performance

Work closely with the Business Operations Manager to ensure invoices are timely and accurate

Provide financial support for resourcing strategy, including internal vs. outsourced capacity planning

Compliance, Banking, and Audit

Assist in fulfilling lender, tax, and insurance commitments to ensure timely and accurate filings

Support the annual audit process to ensure clean, on-time completion

Help establish audit procedures for financial systems to maintain accuracy and reliability

Serve as a collaborative point of contact with lenders, bankers, and the outsourced accounting team

Systems, Processes & Special Projects

Support documentation, standardization, and streamlining of financial processes

Assist in optimizing accounting systems and ensuring integration with operational tools

Help track and report incentive compensation and bonus accruals

Contribute to special projects, including supporting the selection and implementation of a new ERP system planned for 2026

Margin and Efficiency Enhancement

Provide financial insights and analysis to support initiatives that improve GP margins and cash conversion

Partner with procurement and operations to support forecasting of major equipment spend

Identify and support execution of margin-improvement and cash-flow-enhancing initiatives

Qualifications :

Bachelor's degree in Finance, Accounting, or a related discipline required

CPA, CFA, or MBA is a plus but not required

Financial Acumen & Systems - Strong understanding of reporting, forecasting, and cost accounting with the ability to translate data into operational insights

Growth-Oriented Mindset - Supports expansion by linking financial analysis to strategic and operational goals

Analytical & Practical - Able to interpret complex financial information and produce actionable recommendations

Collaborative Communicator - Works effectively across sales, operations, and external partners with clarity and accuracy

Execution & Follow-Through - Detail-oriented and proactive in supporting key deliverables

Entrepreneurial Drive - Resourceful, energetic, and motivated to help scale

5-8 years of progressive finance or accounting experience within an operating company environment (growth-oriented or project-based businesses preferred)

Strong experience supporting FP&A functions, including reporting, budgeting, forecasting, and business planning

Familiarity with working capital facilities, lender coordination, and audit processes

Background in cost accounting and project / job-level financial tracking strongly preferred

Preferred : experience supporting ERP transitions, M&A integration, or systems optimization initiatives