Position SummaryLegacy Mechanical Group is seeking an experienced
Director of Finance to play a key leadership role in the evolution of our finance and accounting organization. This is a senior, hands-on role designed to work collaboratively with the
Senior Controller and closely alongside the
Chief Financial Officer (CFO) to manage day-to-day and monthly financial responsibilities while helping build a more intentional, forward-looking finance function.
The Director of Finance will be a trusted partner to accounting leadership and operational teams, providing technical expertise, process leadership, and financial insight. This role is ideal for a seasoned finance professional who enjoys balancing execution with improvement, and who is motivated by building strong teams, systems, and processes in a growing organization.
Key ResponsibilitiesFinancial & Accounting Leadership- Support oversight of accounting operations across multiple entities, including monthly close, general ledger, and financial reporting.
- Review and analyze monthly financial statements for accuracy, completeness, and clarity prior to executive review.
- Ensure consistent application of accounting policies, internal controls, and best practices.
- Serve as a technical accounting resource on complex issues, estimates, and judgment areas.
Partnership with Senior Controller- Work collaboratively with the Senior Controller to manage workloads, prioritize activities, and reduce bottlenecks.
- Provide technical guidance and support to ensure timely and accurate execution of accounting responsibilities.
- Assist in developing structure, clarity, and scalability within the accounting team.
- Promote cross-training, documentation, and redundancy to reduce key-person dependency.
FP&A, Reporting & Business Insight- Help develop and formalize financial planning and analysis (FP&A) capabilities.
- Support budgeting, forecasting, and reforecasting processes.
- Develop meaningful management reporting, dashboards, and variance analysis.
- Translate financial data into insights that support operational and leadership decision-making.
Cash Flow & Working Capital Support- Monitor cash flow, accounts receivable, accounts payable, retainage, and working capital trends.
- Support billing discipline and collection efforts in partnership with operations.
- Assist with lender, bonding, and audit-related reporting and analysis.
ESOP Support & Employee Ownership- Support ESOP administration processes in coordination with the CFO, trustee, valuation firm, and third-party partners.
- Prepare and maintain annual financial and reporting support for the ESOP valuation process, including data requests, schedules, and analyses.
- Assist with repurchase obligation forecasting and liquidity planning related to employee ownership.
- Ensure appropriate documentation and controls for ESOP-related reporting and audit support.
Systems, Process & Continuous Improvement- Identify opportunities to improve finance processes, controls, and workflows.
- Partner with internal and external resources to enhance ERP systems, reporting tools, and data integrity.
- Reduce manual effort through standardization, automation, and improved system utilization.
Leadership & Team Development- Coach and mentor accounting and finance team members.
- Help define clear roles, expectations, and performance standards.
- Contribute to a culture of accountability, collaboration, and continuous improvement.
- Act as a visible, approachable finance leader across the organization.
Qualifications & Experience- Bachelor's degree in Accounting, Finance, or related field; CPA and/or MBA preferred.
- 10+ years of progressive experience in accounting and finance roles, including leadership responsibility.
- Strong understanding of GAAP and financial reporting in a project-based or construction environment.
- Experience with budgeting, forecasting, and financial analysis.
- Demonstrated ability to improve processes, implement systems, and develop teams.
- Strong communication skills with the ability to work effectively across finance, operations, and executive leadership.
Why Join Legacy Mechanical Group- Opportunity to play a meaningful role in shaping and strengthening the finance function of a growing organization.
- High level of visibility and collaboration with senior leadership.
- A culture that values trust, development, and long-term thinking.
- Competitive compensation and benefits aligned with experience and impact.
