Chief Financial Strategist

4 weeks ago


Charlotte, North Carolina, United States Recruit Up, LLC Full time
Job Title: Chief Financial Strategist

United Utility is a pioneering force in the electric utility industry, dedicated to providing comprehensive and innovative offerings that support power infrastructure investments across the United States. As the parent company to industry-leading utility service contractors specializing in transmission, distribution, substation and grid hardening projects, we drive forward progress in the power sector. Our company has headquarters in both Charlotte, NC and New Orleans, LA, with a strong commitment to excellence, sustainability, and the pursuit of groundbreaking solutions.

About The Role

As the Chief Financial Strategist at United Utility, you will play a pivotal role in shaping the financial future of our dynamic organization. Your expertise will guide strategic decision-making and ensure the financial health and success of our company. By providing keen insights and data-driven recommendations, you will directly impact our growth trajectory and profitability.

Key Responsibilities

  • Lead the development of financial forecasts, budgets, and long-term plans to optimize resource allocation.
  • Drive the enhancement of financial models and tools that facilitate accurate reporting and informed decision-making.
  • Prepare monthly and quarterly financial reports for management, investors, lenders, and the board of directors.
  • Collaborate cross-functionally to analyze key financial metrics, identify trends, and provide actionable insights to senior leadership, focusing on cost optimization and profitability.
  • Manage a team of skilled financial professionals, fostering their growth and ensuring alignment with organizational goals. Provide training to new and existing staff.

Key Qualifications

  • Bachelor's degree in Business, Finance, Accounting, Economics, or related field.
  • A minimum of 8 years of progressive experience in financial planning and analysis, with at least 3 years in a leadership role.
  • Established track record of driving financial strategy, managing budgets, and delivering insightful analysis.
  • Exceptional proficiency in financial modeling, data analysis, and presentation of findings.
  • Strong analytical and problem-solving skills, with the ability to interpret complex data sets.
  • Meticulous attention to detail and a proven ability of delivering precise results.
  • Proven leadership abilities with experience in managing and mentoring high-performing teams.
  • Excellent communication skills, both written and verbal, to effectively engage with stakeholders at all levels.
  • Prior experience working in construction, industrial services, or utility services.
  • Proficient in accounting software systems (Sage 300, Power BI).

Key Nice-To-Haves

  • Professional certifications such as CFA, CMA, or CPA.
  • Relevant graduate degree (Master's in Business, Finance, Accounting, etc.) further demonstrating your expertise.


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