- Manage tactical financial functions, including daily accounting, financial reporting, budgeting & forecasting, tax & treasury operations
- Track cash flow, optimize working capital, and identify supporting resource requirements for project execution
- Lead the preparation of accurate and timely in-house financial statements according to GAAP standards
- Manage relationships with outside CPA firms through annual review processes
- Implement and maintain effective internal controls to ensure financial compliance and regulatory requirements
- Provide comprehensive financial analysis support for BEI's fleet purchasing program and equipment investments
- Develop and maintain financial models to support project bidding and strategic decision-making
- Partner with executive leadership on long-term financial planning and capital allocation
- Monitor key performance indicators across federal and commercial contracts
- Support business development efforts with financial analysis and proposal support
- Oversee financial aspects of federal contract compliance and reporting requirements
- Analyze project profitability and cost management across HVAC, mechanical, plumbing, and pipefitting operations
- Support program management with budget tracking and variance analysis
- Ensure proper cost allocation and revenue recognition for construction and O&M contracts
- Bachelor's degree in Finance, Accounting, or related field
- 4+ years of progressive finance and accounting experience
- 2+ years in a leadership role
- Strong knowledge of GAAP and financial reporting standards
- Experience with federal contracting and compliance requirements
- Advanced Excel and financial modeling skills
- Experience in construction, engineering, or federal contracting industries
- Experience with project management and cost accounting systems
- Location: Houston or Phoenix
- Competitive salary commensurate with experience
- Comprehensive benefits package including health, dental, vision, and retirement plans
- Family-owned company culture with opportunities for professional growth
- Exposure to diverse federal and commercial projects
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FP&A Director - Houston - Berg Enterprises, Inc.
Description
FP&A Director.
Position Overview
Reporting directly to the CFO, the FP&A Director is responsible for managing and overseeing all aspects of BEI's financial operations, with a focus on strategic financial planning, analysis, and operational excellence across our diverse portfolio of federal and commercial projects.
Key Responsibilities
Financial Operations & Management
Required/Preferred:
Based in Southern Arizona, Berg Enterprises, Inc. (BEI) has built custom indoor air solutions for half a century. Family-owned and operated, Berg's provides turnkey HVAC, mechanical, plumbing, and pipefitting services in select federal and commercial markets across the Southwestern United States and other areas of interest for Uncle Sam. Services include site analysis, engineering, design, program management, procurement, construction, and O&M.
As we continue to expand our operations and diversify our service offerings, we are seeking exceptional financial leaders to join our growing team and support our mission of delivering superior mechanical solutions to our federal and commercial clients.
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Director of FP&A
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