VP of Finance, Operating Company

Reports to: President

Industry: Heavy Commercial HVAC

We are seeking an experienced and strategic Vice President of Finance to join our leadership team. The ideal candidate will be responsible for the overall financial health and strategic planning of the company. This role involves not only managing the finance department but also acting as a business partner to the Operating Company’s President and providing key insights to Senior Leadership.

• Develop and maintain financial strategies to achieve company short-term and long-term goals and objectives
• Prepare and manage the annual budget and financial forecasts
• Conduct financial planning and analysis, forecasting and budgeting to provide insights into the company’s financial performance and provide recommendations to improve profitability
• Oversee financial reporting and ensure accuracy and compliance with regulatory requirements
• Manage cash flow and maintain relationships with banking and financial institutions
• Collaborate with other departments to support business initiatives and decision-making
• Identify and assess financial risks, including market risk, credit risk, and operational risk.
• Identify areas for cost savings and efficiency improvements
• Report to the President of the company and provide strategic financial advice and recommendations to the executive management team.
• Drive financial performance through performance metrics, key performance indicators (KPIs), and performance management processes.
• Design and implement a scalable finance department structure.
• Recruit, hire, and onboard finance team members to build a high-performing team.
• Mentor and coach team members to support their professional growth and development.
• All other tasks and duties as assigned

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field; MBA or CPA preferred.
• Minimum of 10 years of experience in finance leadership roles, preferably in the commercial HVAC or a related industry.
• Proven track record of managing financial operations and driving strategic initiatives.
• Strong analytical skills and ability to translate complex financial data into actionable insights.
• Excellent communication and presentation skills.
• Demonstrated ability to build and lead high-performing teams.
• Proficiency in financial software and ERP systems.

At Orion, we believe in a people-first approach to hiring. We know that our employees are our most valuable asset, and we want to create a white glove experience for everyone who works with us, from candidates to full-time employees.

We believe in growth. Both for our company, and for our employees. We want to create an environment that fosters continuous learning and development, where everyone can reach their full potential and contribute to the success of the company.

Collaboration is a key value for us. We know that the best ideas come from working together and we want to create a culture where everyone is encouraged to share their ideas and work together to achieve our goals.

At the same time, we are committed to ethical behavior and doing things the right way. We believe that success is not just about winning, but about winning with integrity and respect for our customers, employees, and the broader community.

Finally, we believe in being of use. We want to build products and services that truly make a difference. We want our employees to feel like they are making a meaningful contribution through their work.

In short, we are all-in on creating a workplace where people come first, where growth and collaboration are key, where we do things the right way and we strive to be of use to the world.