East 57th Street Partners
CFO Advisory | Private Equity | Finance Transformation | M&A | CPA | Football Coach | Author | “You can’t steal second base with your foot still on…
Location:
DFW Metroplex (On-Site / Local Presence Required)
Industry:
HVAC, Construction, and Essential Services
Company Type:
Private Equity–Backed Platform Company
Compensation:
Competitive Base Salary + Annual Bonus + Meaningful Equity Participation
Overview A private equity–backed HVAC, services, and construction platform company based in the DFW metroplex is seeking an experienced
Chief Financial Officer (CFO)
to lead the financial strategy, execution, and value‑creation agenda during its next phase of growth.
The company is executing a multi‑year growth strategy focused on disciplined M&A, organic expansion, margin improvement, and operational standardization across a growing portfolio of operating companies. The CFO will serve as the senior financial leader of the platform, responsible for financial performance, reporting rigor, capital allocation, and scalable infrastructure to support acquisition‑driven growth.
The private equity sponsor is targeting a future liquidity event. This role requires a hands‑on, execution‑oriented CFO with deep experience in PE‑backed, field‑based service businesses and a proven ability to scale finance functions while driving EBITDA growth, cash flow improvement, and exit readiness.
Key Responsibilities
Serve as the senior financial executive, accountable for financial strategy, performance management, and execution of the value‑creation plan.
Partner closely with the CEO, PE sponsor, and Board on strategic planning, capital allocation, leverage management, and return optimization.
Lead annual budgeting, rolling forecasts, long‑range planning, and monthly performance reviews focused on EBITDA growth, margin expansion, and cash flow.
Establish financial discipline, accountability, and transparency across the platform.
M&A Execution & Integration
Play a leadership role in acquisition diligence, financial modeling, quality of earnings support, and deal execution.
Lead financial integration of acquisitions, including accounting consolidation, reporting alignment, controls, and systems integration.
Build and maintain a repeatable M&A and integration finance playbook to support ongoing acquisition activity.
Partner with operations leadership to track synergy realization and post‑close performance.
Operational Finance & Scalability
Drive financial standardization across operating companies, including job costing, pricing analytics, backlog management, and working capital optimization.
Improve gross margin visibility through enhanced cost tracking, labor analytics, and project/service profitability reporting.
Lead implementation and optimization of core financial systems (ERP, reporting, FP&A tools) to support multi‑location growth.
Establish KPIs and dashboards covering revenue growth, margins, cash flow, working capital, and return on invested capital.
Own liquidity management, forecasting, and lender relationships.
Strengthen internal controls, accounting policies, and compliance to support institutional‑quality reporting.
Oversee audit, tax strategy, and external advisor relationships.
Ensure financial risk management across insurance, bonding, and contractual exposure where applicable.
Leadership & Organization Building
Build and lead a high‑performing finance organization, including accounting, FP&A, treasury, and integration resources.
Develop talent and succession plans at both the platform and operating company levels.
Foster a performance‑driven culture emphasizing accountability, data‑driven decision‑making, and continuous improvement.
Exit Readiness
Prepare the organization for a successful private equity exit through strong reporting, forecasting accuracy, controls, and scalable financial infrastructure.
Partner with advisors on exit preparation, diligence readiness, and equity story development.
Qualifications
Proven experience as a CFO or senior finance leader within a PE‑backed, multi‑location HVAC, construction, home services, or field‑based services business.
Demonstrated success supporting acquisitions, integrations, and exit processes.
Strong track record driving EBITDA growth, margin improvement, and cash flow optimization.
Deep understanding of job costing, pricing strategy, labor economics, working capital, and field operations finance.
Experience working directly with private equity sponsors, Boards, and lenders.
Hands‑on leader with the ability to build scalable finance organizations in high‑growth environments.
Bachelor’s degree required; CPA, MBA, or advanced degree preferred.
Compensation
Annual performance‑based bonus
Meaningful equity participation aligned with value creation and exit outcomes
Seniority Level
Executive
Employment Type
Full‑time
Job Function
General Business, Finance, and Accounting/Auditing
Industries: Venture Capital and Private Equity Principals, Construction, and HVAC and Refrigeration Equipment Manufacturing
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DFW Metroplex (On-Site / Local Presence Required)
Industry:
HVAC, Construction, and Essential Services
Company Type:
Private Equity–Backed Platform Company
Compensation:
Competitive Base Salary + Annual Bonus + Meaningful Equity Participation
Overview A private equity–backed HVAC, services, and construction platform company based in the DFW metroplex is seeking an experienced
Chief Financial Officer (CFO)
to lead the financial strategy, execution, and value‑creation agenda during its next phase of growth.
The company is executing a multi‑year growth strategy focused on disciplined M&A, organic expansion, margin improvement, and operational standardization across a growing portfolio of operating companies. The CFO will serve as the senior financial leader of the platform, responsible for financial performance, reporting rigor, capital allocation, and scalable infrastructure to support acquisition‑driven growth.
The private equity sponsor is targeting a future liquidity event. This role requires a hands‑on, execution‑oriented CFO with deep experience in PE‑backed, field‑based service businesses and a proven ability to scale finance functions while driving EBITDA growth, cash flow improvement, and exit readiness.
Key Responsibilities
Serve as the senior financial executive, accountable for financial strategy, performance management, and execution of the value‑creation plan.
Partner closely with the CEO, PE sponsor, and Board on strategic planning, capital allocation, leverage management, and return optimization.
Lead annual budgeting, rolling forecasts, long‑range planning, and monthly performance reviews focused on EBITDA growth, margin expansion, and cash flow.
Establish financial discipline, accountability, and transparency across the platform.
M&A Execution & Integration
Play a leadership role in acquisition diligence, financial modeling, quality of earnings support, and deal execution.
Lead financial integration of acquisitions, including accounting consolidation, reporting alignment, controls, and systems integration.
Build and maintain a repeatable M&A and integration finance playbook to support ongoing acquisition activity.
Partner with operations leadership to track synergy realization and post‑close performance.
Operational Finance & Scalability
Drive financial standardization across operating companies, including job costing, pricing analytics, backlog management, and working capital optimization.
Improve gross margin visibility through enhanced cost tracking, labor analytics, and project/service profitability reporting.
Lead implementation and optimization of core financial systems (ERP, reporting, FP&A tools) to support multi‑location growth.
Establish KPIs and dashboards covering revenue growth, margins, cash flow, working capital, and return on invested capital.
Own liquidity management, forecasting, and lender relationships.
Strengthen internal controls, accounting policies, and compliance to support institutional‑quality reporting.
Oversee audit, tax strategy, and external advisor relationships.
Ensure financial risk management across insurance, bonding, and contractual exposure where applicable.
Leadership & Organization Building
Build and lead a high‑performing finance organization, including accounting, FP&A, treasury, and integration resources.
Develop talent and succession plans at both the platform and operating company levels.
Foster a performance‑driven culture emphasizing accountability, data‑driven decision‑making, and continuous improvement.
Exit Readiness
Prepare the organization for a successful private equity exit through strong reporting, forecasting accuracy, controls, and scalable financial infrastructure.
Partner with advisors on exit preparation, diligence readiness, and equity story development.
Qualifications
Proven experience as a CFO or senior finance leader within a PE‑backed, multi‑location HVAC, construction, home services, or field‑based services business.
Demonstrated success supporting acquisitions, integrations, and exit processes.
Strong track record driving EBITDA growth, margin improvement, and cash flow optimization.
Deep understanding of job costing, pricing strategy, labor economics, working capital, and field operations finance.
Experience working directly with private equity sponsors, Boards, and lenders.
Hands‑on leader with the ability to build scalable finance organizations in high‑growth environments.
Bachelor’s degree required; CPA, MBA, or advanced degree preferred.
Compensation
Annual performance‑based bonus
Meaningful equity participation aligned with value creation and exit outcomes
Seniority Level
Executive
Employment Type
Full‑time
Job Function
General Business, Finance, and Accounting/Auditing
Industries: Venture Capital and Private Equity Principals, Construction, and HVAC and Refrigeration Equipment Manufacturing
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