The Challenge
A $100M, founder-led HVAC installation company with 300 employees had recently transitioned to an ESOP and was entering rapid geographic expansion across California and Arizona.
The company needed a CFO who could serve as a strategic partner to ownership while building scalable financial infrastructure across accounting, FP&A, cash management, banking, and ESOP administration.
The ideal candidate also needed deep construction accounting expertise, including job costing and WIP, prior ESOP experience, a track record scaling a mid-market business, and a hands-on leadership style suited for a five-day onsite environment.
The Solution
Alliance Resource Group executed a highly targeted search focused on finance leaders with construction or project-based experience, ESOP exposure, mid-market scaling expertise, and a track record of ERP and infrastructure transformation.
Leveraging Alliance’s network and subject matter expertise, recruiters assessed candidates for job costing, WIP, operational finance, and hands-on leadership capabilities. The recruiters prioritized quality over volume, aligned expectations around onsite requirements, scope, and compensation, and positioned the company’s growth trajectory and ESOP upside to engage passive candidates.
The Outcome
Alliance placed a finance executive with 20+ years of experience across construction and professional services. She scaled a business from $60M to $250M+, brought strong ESOP, job costing, and project accounting expertise.
The hire strengthened financial visibility, margin control, and cash flow management. As the company expands into new markets, leadership is relying on its new CFO to build the infrastructure needed to support aggressive growth. She was also a prior client, reflecting the long-term value of Alliance’s relationships.