Financial Controller, Texas Chiller Systems Location: San Antonio, Texas Reports to: Vice President of Finance Industry: Heavy Commercial HVAC Job Overview: We are seeking an experienced and strategic finance partner to join our leadership team in the controllership role. 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. Key Responsibilities: 1. Monthly Financial Close Process * Oversee and manage the monthly financial close process to ensure accurate and timely reporting. * Coordinate with various departments to gather necessary data and ensure compliance with accounting standards. * Prepare and review financial statements, ensuring accuracy and completeness. 2. Forecasting * Develop and maintain robust financial forecasting models. * Monitor and update forecasts regularly to reflect current business conditions and strategic goals. * Provide insights and recommendations based on forecast analysis to guide business decisions. 3. Budget vs. Actual Analysis * Lead the annual budgeting process in collaboration with department heads. * Perform detailed budget vs. actual analysis to identify variances and areas for improvement. * Report findings to senior leadership and suggest corrective actions as necessary. 4. Variance and Trend Analysis * Conduct thorough variance and trend analysis to understand financial performance and operational efficiency. * Identify and investigate significant variances from expected results. * Provide actionable insights to improve financial outcomes and operational processes. 5. Business and Thought Partner to the Operating Company's President * Serve as a key business partner and advisor to the Operating Company's President. * Contribute to strategic planning and decision-making processes. * Offer financial perspectives on major initiatives, investments, and operational changes. 6. Reporting to Senior Leadership * Prepare and present comprehensive financial reports to senior leadership and the board of directors. * Communicate financial performance, strategic insights, and risk assessments clearly and effectively. * Ensure transparency and accuracy in all financial reporting. 7. Building Out a Finance Department * Design and implement a scalable finance department structure. * Recruit, hire, and onboard finance team members to build a high-performing team. * Establish policies, procedures, and systems to enhance efficiency and control. 8. Training the Finance Team * Develop and implement training programs to enhance the skills and capabilities of the finance team. * Mentor and coach team members to support their professional growth and development. * Foster a culture of continuous improvement and accountability within the finance department. 9. Strategic Planning and Execution * Collaborate with the executive team to develop and execute the company's strategic plan. * Provide financial guidance and analysis to support strategic initiatives and growth opportunities. * Monitor industry trends and competitive landscape to inform strategic decisions. 10. Risk Management and Compliance * Identify, assess, and manage financial and operational risks. * Ensure compliance with all financial regulations, accounting standards, and internal policies. * Oversee internal and external audits, and implement recommendations as needed. 11. Cash Flow Management * Manage the company's cash flow to ensure sufficient liquidity for operations and investments. * Optimize working capital and manage relationships with banks and financial institutions. * Develop and maintain cash flow forecasting models. 12. Capital Allocation and Investment Management * Evaluate and prioritize capital investments to ensure alignment with strategic goals. * Oversee due diligence for mergers, acquisitions, and other strategic investments. * Manage debt and equity financing activities. 13. Cost Control and Efficiency * Implement cost control measures to improve profitability and operational efficiency. * Conduct regular reviews of expenditure and implement cost-saving initiatives. * Benchmark financial performance against industry standards. 14. Technology and Systems Implementation * Oversee the implementation and optimization of financial systems and technologies. * Ensure data integrity and accuracy across all financial systems. * Leverage technology to streamline financial processes and enhance reporting capabilities. 15. Stakeholder Relations * Build and maintain strong relationships with key stakeholders, including investors, banks, and auditors. * Communicate the company's financial performance and strategy to external stakeholders. * Represent the company in financial discussions and negotiations. 16. Tax Planning and Compliance * Oversee tax planning and compliance to optimize tax liabilities. * Ensure timely and accurate filing of all tax returns. * Stay updated on changes in tax regulations and assess their impact on the business. 17. Inventory and Asset Management * Oversee inventory management to ensure accurate valuation and efficient utilization. * Implement controls to safeguard company assets. * Monitor asset performance and recommend actions for underperforming assets. 18. Sustainability and ESG Reporting * Integrate environmental, social, and governance (ESG) factors into financial planning and reporting. * Develop and implement sustainability initiatives in alignment with company values and stakeholder expectations. * Report on ESG performance to senior leadership and external stakeholders. Qualifications: * Bachelor's degree in Finance, Accounting, or a related field; MBA or CPA preferred. * Minimum of 5 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. Orion Values 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.