Chief Financial Officer

2 months ago

Amherst, United States BerryDunn (client) Full time

BerryDunn has partnered with our client, Fulcrum Associates in Amherst, NH, to find a Chief Financial Officer interested in a leadership opportunity to join a highly regarded, family owned, construction management organization. Founded in 1989 Fulcrum has become a major player in the regional construction industry. They have substantial experience constructing high-performance buildings and have earned a reputation for delivering highly complex projects under difficult circumstances and aggressive timelines.

Fulcrum is committed to offering challenging, fulfilling, and rewarding career opportunities. You will gain unique professional experience while working for one of the most reputable and professional construction firms in the region. Come be a part of Fulcrum Associate’s time-tested team that values integrity, service, performance, safety, and quality


The CFO will play a crucial role in ensuring the financial health, stability and growth of the organization and overseeing all finance activities including:  financial planning, budgeting, and forecasting, financial reporting, financial analysis, risk management, investment decisions, capital structure, and negotiating and collaborating with external partners.


You Will:


·       Deliver fact-based, easy to understand information about the economics of the organization.

·       Promote a culture of innovation that supports a sustainable growth plan for the company and enables it to thrive in rapidly changing market conditions.

·       Identify and analyze financial and operational risks that can impact the organizations financial health and stability.

·       Supervises Office Manager and Accounting Team (Accounting Clerk, Accounts Payable Manager and Assistant Controller).

·       Safeguards accurate and timely preparation of financial statements.

·       Ensures staff is in compliance with accounting principles and standards

·       Conduct comprehensive annual evaluation of employee’s performance, accomplishments and areas for improvement.

·       Engage in regular check-ins with staff to discuss progress, address challenges or concerns and provide feedback and offer support.

·       Assure adherence to GAAP

·       Establish and manage Accounting Department policies and procedures

·       Produce and analyze timely monthly financial reports including balance sheet, income statement, statement of cash flows and pertinent financial ratios

·       Identify and report what areas of the company are most efficient, what is not, and how the company can capitalize on this information.

·       Assure monthly project billings are processed timely and assist project managers in this endeavor where needed.


·       Review/analyze monthly status of projects with project management.

·       Manage usefulness and reliability of current project management software (Procore) and initiate changes where necessary.

·       Strategic and tactical cash and income planning, forecasting, and investing

·       Prepare and oversee annual audits (including workers comp, general liability, and financial audits)

·       Oversee and execute tax strategies for the company with the aid of ownership and outside CPA firm.

·       Manage insurance renewals for property, workers compensation, general liability, and vehicles.

·       Trusted liaison between Fulcrum and its inside and outside partners (ownership, senior management, lenders, auditors, applications software consultants, legal team, insurance companies, taxing authorities, etc)


You Bring:


·       Bachelor's degree (Masters/MBA preferred) in Accounting or Finance with 5-10 years’ experience related to project or construction management.

·       A successful track record of excellent financial management with increasing responsibilities

·       Knowledge of database and accounting computer application systems; ideally with Sage 300 for Construction and Procore Project Management for Construction

·       Excellent people skills, with experience collaborating in dynamic environment

·       Excellent verbal and written communication skills.

·       Excellent time management skills with a proven ability to meet deadlines.

·       Strong analytical and problem-solving skills.

·       Strong supervisory and leadership skills.

·       Ability to prioritize tasks and to delegate them when appropriate.

·       Ability to function well in a high-paced and at times stressful environment.

·       A fun, family-oriented mindset

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