Chief Financial Officer

Chief Financial Officer (CFO)

Company Overview

Wilson Plumbing and Heating, based in Stow, Ohio, is a leading multi-location home services

provider specializing in plumbing, HVAC, and electrical services. With approximately $10M in

EBITDA, we are scaling regionally through both organic growth and strategic acquisitions. As

we prepare for a potential transaction in the medium term, we seek a dynamic CFO to drive our

financial strategy and support our ambitious growth plans.

Position Summary

The Chief Financial Officer will oversee all financial operations of the company, focusing on

financial planning and analysis, performance management, capital allocation, and mergers

acquisitions (M&A) support. This strategic leader will build a robust financial infrastructure to

enhance profitability and operational efficiency across our organization. The CFO will report

directly to the CEO and collaborate closely with all departments.

Key Responsibilities

Financial Planning Analysis

- Develop and maintain a rolling 13-week cash flow forecast and a comprehensive 24-month

operating model to enhance financial agility.

- Implement branch-level P&Ls with clear accountability to improve performance transparency.

- Establish weekly and monthly reporting on critical financial and operational metrics to drive

informed decision-making.

- Conduct organic vs. acquisitional growth analysis, with a focus on tuck-in acquisitions, to

accurately assess genuine growth versus superficial increases from acquisitions.

- Enhance forecast accuracy and provide actionable insights to leadership, focusing on unit

economics and performance improvement strategies.

Performance Management

- Collaborate with operations and marketing to boost:

- Revenue per technician

- Conversion rates

- Average ticket size

- Customer acquisition cost (CAC) and return on marketing spend

- Create and refine KPI scorecards across all departments, aligning them with organizational

goals.

- Analyze brand-level economics to determine cost per truck and other operational metrics in a

detailed manner.

- Identify and execute initiatives to enhance EBITDA margins and operational efficiency.

CapEx Planning &Investment Strategy

- Lead the development of a comprehensive CapEx planning process to ensure strategic

investments align with long-term growth objectives.

- Establish a robust investment planning framework for M&A activities, including detailed ROI

assessments for potential acquisitions.

- Oversee budgeting preparation processes, ensuring alignment with strategic priorities and

clear accountability for financial performance.

- Monitor and report on ROI for major expenditures and investments, ensuring all significant

financial moves are justified and strategically sound.

MA and Integration

- Evaluate acquisition opportunities through financial modeling and return analysis, ensuring

alignment with strategic goals.

- Understand earnout structures and manage seller notes effectively throughout the acquisition

process.

- Assist with due diligence and quality of earnings reviews to support informed decision-making.

- Develop and monitor post-acquisition integration plans, tracking performance against initial

underwriting assumptions.

- Take ownership of financial systems integrations during acquisitions, ensuring seamless

transitions.

Capital Allocation & Cash Management

- Oversee cash management, liquidity planning, and working capital optimization to ensure

financial stability.

- Forecast capital needs accurately, including planned vehicle cycles and equipment purchase

planning.

- Establish a disciplined approach to capital allocation across marketing, hiring, and

acquisitions.

- Cultivate relationships with lenders and financial institutions to enhance financing options.

- Strengthen partnerships with key vendors to improve supply chain efficiency.

Systems and Infrastructure

- Advance financial reporting systems (e.g., ServiceTitan, Sage Intacct) to improve data

accuracy and reduce reporting timelines.

- Set the accounting template for acquisitions, including standards for the chart of accounts,

choice of cost centers, money processing protocols, terms offering, and inter-company resource

sharing accounting.

- Build scalable financial processes to support multi-location growth and operational

consistency.

Transaction Readiness

- Prepare financials and supporting materials for potential transactions, ensuring readiness for

quality of earnings (QoE) reviews.

- Maintain clear documentation of adjustments and add-backs for transparency.

- Support engagement with investment bankers and advisors to maximize transaction

outcomes.

Candidate Profile

Experience

- Proven track record as a former Head of FP&A, VP Finance, or equivalent role.

- Experience in a multi-location or field service business is preferred, with a strong

understanding of the home services industry.

- Familiarity with private equity-backed or high-growth environments is a plus.

- Demonstrated involvement in M&A and transaction processes.

Core Competencies

- Advanced financial modeling and forecasting capabilities, with an emphasis on unit

economics.

- Ability to translate complex financial data into actionable operational decisions.

- Experience in building robust reporting infrastructures and KPI frameworks.

- Strong communication skills to facilitate cross-functional collaboration.

Characteristics

- Operator mindset with a results-driven approach, focusing on actionable outcomes rather than

just reporting.

- Comfort in a fast-paced, evolving environment with a high level of ownership and

accountability.