Job Description

Strategic Finance Leader

Company Overview

Our client is a privately held and diversified group of operating companies delivering innovative solutions across the oil & gas, industrial, water management, chemical, manufacturing, and field services sectors. The organization operates through a larger parent entity alongside several affiliated LLCs and operating businesses supporting a broad range of energy and industrial operations.

 The company is built around a science-first and operationally driven approach focused on improving efficiency, reducing waste, optimizing performance, and advancing sustainability initiatives for customers across the energy sector. Their capabilities include chemistry solutions, water management technologies, field services, manufacturing support, and operational consulting designed to help customers maximize production performance while minimizing operational downtime and environmental impact.

 Known for its entrepreneurial culture and commitment to innovation, the organization partners closely with operators to deliver customized and field-proven solutions that improve operational reliability, cost efficiency, and overall business performance. The company emphasizes scalability, rapid execution, and strategic growth across its portfolio of businesses and services.

 As the organization continues to grow and expand its portfolio of companies and services, they are seeking a strategic financial leader to oversee financial performance, business analytics, and long-term financial strategy across all entities.

 Position Summary

The Strategic Finance Leader will serve as a trusted advisor and strategic partner to ownership, helping drive financial visibility, operational performance, and long-term business growth across multiple operating entities.

This role is heavily focused on financial strategy, forecasting, cash flow optimization, business analytics, and executive-level financial leadership rather than day-to-day accounting operations. The organization currently utilizes fractional accounting and controller support for transactional accounting functions.

The ideal candidate brings strong financial and operational acumen, experience managing complex multi-entity organizations, and the ability to operate effectively within a fast-moving entrepreneurial environment.

 Key Responsibilities:

Strategic Financial Leadership

• Partner directly with ownership and executive leadership to drive financial strategy and long-term business planning
• Provide financial guidance and recommendations regarding growth initiatives, operational investments, and business expansion
• Develop financial models, forecasts, and scenario planning tools to support strategic decision-making
• Evaluate profitability, operational efficiency, and financial performance across multiple entities and industries
• Help establish scalable financial infrastructure to support continued organizational growth

 Financial Planning & Analysis

• Lead consolidated financial forecasting, budgeting, and cash flow planning across all entities
• Develop KPI reporting and operational dashboards to improve business visibility and performance tracking
• Analyze margins, cost structures, capital utilization, and overall business performance
• Provide ownership with actionable insights and financial recommendations based on operational and market trends
• Assist leadership with pricing strategies, capital allocation, and investment decisions

Multi-Entity Financial Oversight

• Oversee financial health and performance across several LLCs operating in different industries and business lines
• Coordinate with external accounting resources and fractional controller support to ensure accurate financial reporting
• Review and interpret financial statements, reporting packages, and entity-level performance metrics
• Ensure consistency in financial processes, reporting standards, and controls across entities

Banking, Capital & Risk Management

• Manage relationships with banks, lenders, insurance providers, and external financial partners
• Assist with financing activities, capital planning, and liquidity management
• Monitor organizational risk and support ownership with financial risk mitigation strategies
• Support tax strategy, entity structuring, and external CPA coordination as needed

 Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or related field required
• MBA, CPA, CFA, or related advanced credentials preferred
• 10+ years of progressive financial leadership experience
• Strong experience within multi-entity or entrepreneurial business environments
• Background in oil & gas, industrial services, manufacturing, energy, chemicals, water management, or related industries preferred
• Strong FP&A, cash flow management, and operational finance experience
• Experience partnering directly with business owners or executive leadership teams
• Ability to operate strategically while remaining highly adaptable and solutions-oriented
• Excellent communication, analytical, and leadership skills

 Preferred Experience

• Multi-entity financial oversight and consolidated reporting
• Industrial services, energy services, oilfield services, chemical, manufacturing, or water management industries
• Growth-stage or privately held organizations
• Cash flow optimization and strategic financial planning
• Banking relationships and lender communications
• KPI development and operational performance analytics
• Financial systems/process improvement initiatives
• Supporting ownership groups in strategic decision-making