CFO

KEY RESPONSIBILITIES

Financial Strategy & Executive Leadership

• Serve as the CEOs primary financial partner providing strategic financial guidance scenario analysis and recommendations that shape company direction resource allocation and executive decision-making.
• Lead the development of the annual operating plan and long-term financial strategy ensuring financial targets are measurable tracked and aligned to the growth objectives across hardware service and EaaS revenue streams.
• Identify and drive performance improvement opportunities in operating performance asset utilization and cost structure; participate in business process reengineering initiatives across the organization.
• Oversee companys information technology activities to ensure financial data is effectively gathered analyzed maintained and reported with integrity.

• SEC Reporting & Financial Compliance
• Oversee all SEC reporting obligations 10-K 10-Q 8-K and proxy ensuring accurate timely and compliant disclosure in accordance with applicable regulations and GAAP.
• Establish and maintain robust internal controls and financial systems that verify the integrity of all financial processes and data; ensure compliance with all legal and regulatory requirements.
• Manage the annual audit process and ongoing relationships with external auditors; ensure clean audit outcomes and resolution of any findings.
• Interpret and communicate financial management reports including monthly financials annual budgets and variance analyses to top management identifying issues and recommending strategic responses.
• Capital Strategy & Investor Relations
• Develop and manage capital structure strategy; identify and execute financing opportunities including debt equity and alternative structures that support the companys growth and operational needs.
• Build and maintain strong relationships with investment bankers institutional investors financial analysts and lending institutions to support financial strategy and market credibility.
• Serve as a primary external spokesperson for financial performance and strategic direction presenting to the Board of Directors institutional investors and analysts with clarity credibility and executive presence.
• Lead investor relations strategy; ensure the investment community has an accurate well-supported understanding of value proposition financial position and growth trajectory.
• Operational Finance & Business Modeling
• Oversee budgeting forecasting and financial analysis across all business units ensuring accurate and timely financial facts and data that support operational decisions.
• Manage the financial architecture of Service portfolio including Power Purchase Agreements (PPAs) Energy Service Agreements (ESAs) build-own-transfer models Long Term Service Agreements (LTSAs) and rental structures ensuring appropriate revenue recognition risk management and margin visibility.
• Provide financial oversight of international operations across global distributor network spanning 89 countries; manage foreign exchange exposure intercompany accounting and international tax considerations.
• Ensure strong financial controls are in place particularly in areas responsible for significant cash and that working capital is actively managed to support operational continuity.

• Finance Team Leadership & Organization
• Organize lead and develop the finance accounting and credit organization setting clear expectations building individual capability and driving the team to meet and exceed functional objectives.
• Foster a finance culture of high integrity accountability urgency and continuous improvement; ensure the finance function is viewed as a strategic enabler across the business not a back-office compliance function.
• Build alliances within the organization; ensure an effective exchange of information and financial insights across all departments and functions.

• QUALIFICATIONS

• Education & Experience
• Bachelors degree in Finance Accounting or a related field required; CPA strongly preferred; MBA or advanced degree a plus.
• Minimum 15 years of progressive financial management experience with demonstrated growth in responsibility; prior experience as CFO or equivalent senior financial executive required.
• Proven track record in a publicly traded company with direct ownership of SEC reporting and investor relations.
• Experience in a manufacturing industrial technology or clean energy company is strongly preferred; familiarity with complex multi-model revenue businesses (EaaS service contracts hardware) is a significant advantage.
• International financial management experience including foreign operations multi-currency accounting and global distributor or partner economics.

• Skills & Abilities Required
• Deep knowledge of SEC financial reporting requirements GAAP and financial compliance standards applicable to a publicly traded company.
• Strong expertise in financial forecasting budgeting variance analysis and long-range planning in a complex multi-revenue-stream business.
• Demonstrated experience working with investors investment bankers and capital markets; ability to lead fundraising and financing activities.
• Executive presence and communication skills: able to present financial performance strategy and outlook with authority and clarity to the Board of Directors institutional investors financial analysts and the CEO.
• Ability to interpret and translate complex financial data into clear actionable narratives for executive Board and investor audiences.
• Strong understanding of general ledger accounts payable accounts receivable payroll income tax treasury and banking operations.
• Ability to work in a fast-paced dynamic entrepreneurial environment balancing strategic and tactical demands acting with a sense of urgency and willingness to roll up ones sleeves.
• High integrity sound judgment and the ability to build alliances and credibility across the organization and with external stakeholders.

• Skills & Abilities Preferred
• Experience managing the financial complexity of Energy as a Service Power Purchase Agreements or comparable recurring revenue models with long-term performance obligations.
• Familiarity with ERP implementation or financial systems transformation; experience with Epicor or comparable platforms is a plus.
• Prior experience in a company navigating significant operational or financial transformation including restructuring rebranding or growth-phase scaling.
• Network within the clean energy distributed power or industrial technology investor and banking community.

• WHAT SUCCESS LOOKS LIKE
• SEC filings are accurate on time and reflect a financial narrative that the investment community understands and trusts financial credibility in the market strengthens quarter over quarter.
• The executive team has the financial clarity they need to make faster better-informed decisions the CFO is a genuine strategic partner not just a reporter of results.
• Capital structure is actively managed with financing in place to support the companys growth plans and operating needs without unnecessary dilution or constraint.
• The EaaS and LTSA portfolio is financially well-structured with clear visibility into margin cash flow and risk across all long-term contractual obligations.
• The finance and accounting organization is high-performing well-developed and operating with the integrity and urgency that a public company demands.
• The Board of Directors receives presentations that are clear complete and decision-ready and views the CFO as one of the companys most trusted and capable leaders.

Required Experience:

Chief