Director Of Finance

Job Description

Our client, a rapidly growing oil, fuel, and HVAC company located in Oakdale, NY, is looking for a Director of Finance to join their family‑run organization. The role will work closely with the Fractional CFO, as well as the President/CEO.

Salary: $125,000 – $125,000

Reports to: Owner/President (with a dotted line to the Fractional CFO)

Location: Oakdale, NY, with periodic travel to other company sites

Employment type: Full‑time, exempt

Key Responsibilities

Financial Planning & Analysis

• Conduct detailed variance analyses to identify trends and root causes
• Track and assess key financial ratios and ensure compliance with loan covenants
• Develop scenario and sensitivity models to support strategic decisions
• Lead the company’s annual budget process from planning through final approval
• Maintain and regularly update a rolling 13‑week cash flow forecast

Reporting & Dashboard Development

• Prepare weekly financial "pulse" updates on cash flow, A/R and A/P, margins, and performance metrics
• Design and update KPI dashboards reflecting both financial and operational indicators
• Produce monthly reporting packages including P&L statements, balance sheets, and cash flow analysis
• Create visual representations of financial performance for management review
• Develop materials for quarterly business reviews

Acquisition Analysis & Integration

Integration Activities

• Track revenue and volume activity for newly acquired accounts
• Measure customer retention by segment (e.g., COD vs. full‑service)
• Monitor and evaluate margin performance by customer category
• Identify potential cost synergies and areas for integration efficiency
• Maintain an integration issues log with status tracking and resolution follow‑up
• Compare and analyze results of acquired businesses versus legacy operations
• Support pricing optimization initiatives through data‑driven analysis

Strategic Evaluation

• Analyze profitability across all divisions and product lines
• Evaluate pricing methodologies and competitive positioning
• Support analysis of investment and expansion opportunities

Operational Financial Management

Margin & Profitability Oversight

• Monitor margins for heating oil, diesel, service contracts, installations, and repairs
• Track fuel margin trends daily and weekly; elevate significant fluctuations to leadership
• Review profitability by service type and recommend adjustments as needed
• Manage monthly vendor bid process for service materials and purchases
• Strengthen inventory control systems and lead reconciliation processes
• Review the performance of diesel programs and resolve accounting discrepancies

Expense & Cost Control

• Conduct monthly department expense reviews to identify cost savings opportunities
• Benchmark spending levels against industry norms
• Provide analysis for capital project planning and ROI assessments
• Review vendor contracts and payment processing fees for optimization

Compliance & Financial Reporting

Regulatory and Tax Requirements

• Prepare and file all required sales tax, petroleum business tax (PBT), and excise tax filings (e.g., IRS Form 720, MT‑903)
• Manage insurance audits (workers’ compensation, general liability, etc.)
• Maintain proper records for compliance and audit purposes

Banking & Insurance Support

• Prepare documentation and reports for banking relationships and covenant compliance
• Coordinate insurance renewals and policy reviews (health, liability, workers’ comp)
• Assist in managing hedging contracts for capped and fixed‑price customer programs

Collaboration & Communication

Cross‑Functional Partnership

• Conduct regular coordination meetings with the Fractional CFO
• Work side by side with operational leaders to interpret financial drivers
• Present financial data and recommendations in accessible, actionable ways
• Partner with the VP of Operations on financially informed decision‑making
• Liaise with external accountants for year‑end and tax filing activities
• Participate actively in management team discussions and long‑term planning

Job Requirements

Education & Certifications

• Bachelor’s Degree in Accounting, Finance, or related discipline (required)
• CPA, CMA, or MBA (strongly preferred)
• 7–12 years of progressive financial management experience
• Industry experience in energy, distribution, or service‑based businesses preferred

Technical Proficiency

• Expert‑level Excel knowledge (pivot tables, advanced formulas, data visualization)
• Skilled in QuickBooks and related accounting platforms
• Strong analytical modeling and forecasting experience
• Familiarity with dashboard and reporting technologies
• Experience maintaining compliance with tax and regulatory standards

Core Competencies

Financial Expertise

• In‑depth understanding of complete financial statements and their interconnections
• Ability to identify anomalies, trends and variances in data
• Strong working capital and cash flow management skills
• Familiarity with debt covenants and banking requirements

Analytical Acumen

• Keen eye for detail while maintaining broad strategic perspective
• Solution‑oriented and creative problem solver
• Comfort drawing data‑driven conclusions and communicating them clearly

Business Partnership

• Strong collaborator who influences without direct authority
• Bridges operational realities with financial discipline
• Provides responsive, service‑minded support to internal teams
• Builds credibility and trust through consistency and transparency

Communication Skills

• Excellent written and verbal communication abilities
• Capable of simplifying financial information for non‑finance audiences
• Active listener who understands operational concerns
• Professional presence and comfort interacting with ownership and external partners

Adaptability

• Thrives in a dynamic environment with changing demands
• Highly self‑motivated and able to work independently
• Adjusts priorities as business conditions evolve
• Willing to engage directly with hands‑on financial tasks

Industry Understanding

• Interest in the heating fuel and HVAC sectors
• Appreciation for seasonal cash flow cycles and operational rhythm
• Understanding of commodity pricing and margin management
• Alignment with family‑business culture and values

Benefits

• Annual discretionary performance‑based bonus
• Comprehensive health, dental, and vision coverage
• 401(k) program with company match
• Competitive PTO and paid holidays
• Collaborative, transparent culture with direct access to ownership

Work Schedule & Environment

• Monday–Friday, 8:00 AM–5:00 PM (some flexibility offered)
• Extended hours during month‑end, budgeting season, and peak heating periods (Oct–Mar)
• Office‑based with modern technology and occasional travel to branch or vendor sites
• Primarily desk‑based work; occasional lifting up to 25 lbs

Contact Details

Jack Wall, Senior Recruiter
(631) 533‑9646

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