Job Description

Job Description

Are you a strategic finance leader who thrives on turning numbers into insights that guide decision-making? Do you enjoy building financial models, partnering with executives, and driving performance across teams while ensuring accuracy and efficiency in every process?

As the Finance Manager , you will take ownership of budgeting, forecasting, financial modeling, and reporting, while also supporting treasury, cash flow management, and broader finance responsibilities. This role is highly visible, working directly with the CFO, Controller, and operations leadership to drive performance and provide strategic insights that guide decision-making. The ideal candidate is both hands-on and strategic, comfortable building models, analyzing performance, and engaging with executives, project managers, and external stakeholders.

What you will do

Financial Planning and Analysis (FP&A)

• Lead annual budgeting and quarterly forecasting processes.
• Provide variance analysis against budget/forecast and identify performance drivers.
• Develop and maintain financial models for budget to actual analysis.
• Create dashboards, KPIs, and management reports.

Finance and Treasury

• Support cash flow forecasting, working capital management, and liquidity planning.
• Partner with CFO on banking, bonding, and insurance compliance requirements
• Contribute to shareholder reporting, tax planning inputs, and S-Corp compliance.

Business Partnership and Strategy

• Collaborate with operations and project management to evaluate project profitability.
• Support contract and subcontract financial reviews and risk assessments.
• Provide insights and recommendations to improve margins and operational efficiency.

Process Improvement and Systems

• Enhance financial reporting processes and ensure data integrity across systems.
• Identify opportunities to streamline planning, forecasting, and reporting cycles.
• Serve as a key liaison between Accounting and Operations to ensure alignment.
• Support the month-end close process, including tasks and annual audits as needed.
• Support the Accounting department with other tasks and projects as business requires.

Education, Skills & Experience

• Bachelor’s degree in Finance or Accounting; MBA, CPA, OR CFA a plus.
• 7-10 years of finance/FP&A experience required , in construction highly preferred .
• Strong background in budgeting, forecasting, and financial modeling required.
• Familiarity with construction finance concepts including WIP reporting, job costing, and backlog analysis highly preferred.
• Advanced Excel and financial systems skills: ERP experience (Viewpoint) preferred .
• Experience in banking, bonding, and insurance compliance for construction firms preferred.
• Knowledge of multi-state tax and S-Corp shareholder requirements preferred.
• Excellent verbal and written communication skills a must.
• Well organized with strong time-management skills; ability to multi-task, work independently, and meet deadlines consistently required.
• Ability to handle sensitive information and confidential information with discretion required .
• Willingness to submit to a comprehensive background check required .

Compensation & Company Benefits Include

This is a full-time, exempt position. The compensation for this role is $185,000-$200,0000 annually and is based on experience and skillset.

Health: Medical / Dental / Vision / Life & Disability Insurance / FSA

Well-Being : Robust Maternity & Paternity Leave / EAP / Paid Holidays / PTO / Sick Leave / Interactive Breakroom

Financial Wellness : 401k w/ Employer Contribution / Employee Referral Bonus / “Positive Pulse”

Community Investment : Volunteer Opportunities / Team Building Activities / Employee Activities

Physical Requirements

As a Finance Manager in the Mechanical Contracting Industry, there are certain physical requirements you should be aware of. These requirements ensure that you are capable of performing the necessary tasks safely and effectively. Reasonable accommodations may be provided to qualified applicants who may not be able to fulfil certain aspects of the role. The key physical requirements for this role are outlined below:

• This role may involve working at a desk, computer, or standing for prolonged periods of time.
• This role may be required to handle physical paperwork, files, office supplies, and using office equipment like a computer, mouse, keyboard, and calculators.
• While the role is predominantly desk-based, there might be instances where standing or moving around the office is required.
• This role does not typically involve heavy lifting, however lighting lightweight items such as files or other office supplies up to 50lbs might be required.

Who We Are:

At SVM, we are more than just a leading mechanical contractor specializing in design-build commercial HVAC, plumbing, piping, service/maintenance, and 24-hour emergency services. We’re a team dedicated to supporting the Bay Area, Sacramento, and Nevada regions with trusted expertise and an unwavering commitment to delivering exceptional experiences at every level.

Our success is built on a collaborative culture that values teamwork, innovation, and doing the right thing. We take pride in fostering an inclusive and welcoming environment where every team member feels supported, valued, and empowered to grow. At SVM, we believe our people are our greatest asset, and we prioritize their development, well-being, and success.

Our state-of-the-art fabrication facility reflects our dedication to quality and efficiency. By leveraging cutting-edge 3D design and manufacturing technology, we detail and fabricate ductwork, piping, and pre-skidded equipment to execute projects with precision and excellence.

At SVM, we don’t just focus on work—we focus on balance. We encourage a life-work approach that allows our team to thrive both personally and professionally. We are committed to helping our team members grow, stay curious, and work collaboratively to tackle any challenge. With the support of peers, managers, and executive leadership, our team is equipped to succeed and build meaningful careers.

The statements above reflect the general nature and level of work expected for this role. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required. The company reserves the right to modify, add, or remove responsibilities as needed to meet business and organizational needs.

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