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TYPE OF WORK
Part Time
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SALARY
$10-$55/hr
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HOURS PER WEEK
20
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DATE UPDATED
Jan 10, 2026
Fractional CFO / Finance Lead (Residential HVAC Service & Replacement) — Remote (Global) — Long-Term
The Opportunity
We are a rapidly growing U.S.-based residential HVAC service and replacement company. We’re hiring a Fractional CFO to be a long-term strategic partner and the finance leader who builds a scalable financial operating system—cash visibility, margin discipline, and decision-grade reporting.
This is not a tax-prep role and not a bookkeeping-only role. We need a finance leader who can design the system, set standards, lead the cadence, and drive outcomes.
What You’ll Own (Two Phases)
Phase 1: Historical Reconciliation & Cleanup (2019–2024)
We have several years of historical QuickBooks data that needs to be standardized and reconciled so the books are clean, consistent, and well-documented.
Your role: You will architect and lead the cleanup—define the approach (“rules of the road”), implement controls, and supervise the execution. We will hire (or already have) bookkeeping support to handle the bulk transaction work.
Key deliverables for Phase 1
A clear cleanup strategy and timeline (month-by-month approach, priorities, controls)
Reconciled balance sheet accounts (bank/credit cards/loans) with documentation
A clean chart of accounts and consistent categorization rules
A working monthly close package and exception-resolution process
A documented policy for how uncategorized and unclear items are handled
Phase 2: Ongoing CFO Leadership (Strategic + Operating Finance)
After the foundation is solid, you’ll run the finance operating system and partner with ownership on profitability and growth.
Key responsibilities
Margin and performance: Track true gross margins and key drivers (labor, material, burden, overhead recovery)
Cash flow: Build and maintain a rolling 13-week cash forecast reflecting HVAC seasonality and financing timing
Decision support: KPI dashboards and monthly performance reviews with action items
Growth: Support capital planning, overhead management, banking/financing readiness, and scenario modeling
Systems: Collaborate on ServiceTitan ? QuickBooks workflows and reporting integrity
Who You Are
A hands-on finance leader (CFO / Finance Director / Controller+) who can build structure and cadence
Strong in cash forecasting, management reporting, and operational finance (job-costing exposure is helpful but not required)
Comfortable leading remote resources (bookkeepers, data-entry support, internal staff) with clear standards and accountability
Clear communicator—able to lead monthly strategy calls and translate numbers into decisions
Requirements
CFO/Finance Director/Controller-level experience (fractional is fine)
Strong QuickBooks Online and Excel/Sheets capability (must be able to build models and dashboards)
Excellent English and strong meeting leadership
Nice to Have (Not Required)
ServiceTitan experience or field-service financial workflow experience
Home services / trades exposure (HVAC, plumbing, electrical, roofing, restoration)
Experience designing a cleanup/reconciliation playbook and supervising execution
Engagement & Structure
Remote (global candidates welcome)
Initial phase: hourly/contract (cleanup leadership + setup)
Ongoing: transition to a monthly retainer once the system is running
Expected time: ramp-up during initial setup; ongoing cadence afterward (we will align scope and hours)
How to Apply
Please send:
A brief summary of your relevant experience
2–3 examples of measurable outcomes you drove (cash, margin, reporting speed, forecasting accuracy)
Your hourly rate and weekly availability
