Chief Financial Officer (CFO)

Description

About the Role

SEG and AIAEC are growing companies moving from small to mid-sized, with a clear path to becoming large, multi-country organizations. SEG is an architecture, engineering, and construction (AEC) firm with project-based revenue; AIAEC is an AI technology company serving the AEC industry, with revenue driven by product sales. Our finance function is still maturing across both, and we’re not a polished, fully built-out machine. We need a CFO who sees that as an opportunity: someone who will roll up their sleeves, lead meaningful process change, help select and implement the right finance software, and help us design the policies, procedures, and tools that let both companies scale well. This is a builder’s role. You’ll be both strategic partner to the executive team and the person who makes the finance function work as we grow.

We’re currently evaluating finance and accounting systems, and our next CFO will have a real voice in choosing and implementing them.

Process Change, Systems & Scaling

Lead finance process transformation as SEG and AIAEC scale from small companies to mid-sized and then large, designing processes that work today and can grow with us

Assess our current financial systems, workflows, and controls across both companies, and develop a prioritized roadmap for improvement

Lead the evaluation, selection, and implementation of our financial and accounting software, including project cost accounting for SEG and product sales, billing, and revenue reporting for AIAEC. We are currently evaluating options and have not yet chosen a platform, so this role will help define requirements, assess vendors, and guide the final decision, then oversee data migration, integration, training, and adoption

Develop, document, and implement financial policies, procedures, and tools across both companies and all entities, working with leadership, operations, and HR to build buy-in

Introduce right-sized solutions that fit our current stage and add structure as we grow, rather than imposing overly heavy processes

Lead change management and communicate clearly with employees at all levels about what’s changing and why

Build reporting, dashboards, and close processes that give leadership reliable, timely information for each company

Financial Leadership & Strategy

Develop and execute the overall financial strategy for SEG and AIAEC, aligned with corporate growth objectives across all domestic and international markets

Provide executive leadership and the board with timely, accurate financial reporting and forward-looking analysis for each company and on a combined basis

Oversee budgeting, forecasting, and long-range financial planning across all business units and geographies

Design, implement, and maintain internal controls, financial policies, and compliance frameworks across all entities

Manage relationships with banks, auditors, bonding companies, and insurance providers

Mergers & Acquisitions

Lead end-to-end M&A activity including target identification, financial due diligence, valuation modeling, deal structuring, and post-acquisition integration

Evaluate acquisition targets within the AEC and AEC-technology space for financial health, cultural fit, geographic reach, and strategic alignment

Build and maintain relationships with investment banks, private equity firms, legal counsel, and deal advisors

Develop integration financial plans, including systems and process integration, to ensure seamless consolidation of acquired entities into the existing structure

Multi-Country & Foreign Entity Management

Oversee financial operations across the international portfolio of entities for both companies, including AIAEC’s Canadian entity, ensuring compliance with local tax laws, regulatory requirements, and reporting standards in each jurisdiction

Manage foreign currency exposure, hedging strategies, and cross-border cash flow optimization

Navigate transfer pricing, intercompany transactions (including between SEG and AIAEC), and international tax planning

Partner with local finance teams and external advisors in each country to ensure accurate and timely financial reporting

Oversee repatriation of earnings, intercompany loans, and dividend strategies across foreign entities

SEG: Project Cost & Accrual Accounting

Manage project-based accounting for SEG, including project cost accounting, accrual-based accounting, WIP (work-in-progress), revenue recognition, backlog reporting, and utilization metrics specific to the AEC industry

Oversee contract financial management including lump sum, T&M, and cost-plus structures

Monitor project profitability and financial performance across all service lines and geographies

Manage surety bonding, professional liability insurance, and risk financing

AIAEC: Product Sales Financial Management

Manage financial operations for AIAEC’s product sales, including revenue recognition, billing, collections, and deferred revenue

Develop pricing, margin, and unit economics analysis to support product and go-to-market decisions

Build forecasting and reporting for bookings, sales pipeline, and recurring or licensing revenue as applicable

Oversee customer contract terms from a financial perspective and partner with sales leadership on deal structures and commissions

Establish the financial reporting and metrics investors and the board expect from a growing technology company

Investment & Capital Management

Assess and manage the investment portfolio for both companies, ensuring capital is deployed effectively across markets

Evaluate ROI on existing and prospective investments across all geographies, including investment in AIAEC product development

Oversee capital structure, debt management, and banking relationships

Define the financial relationship between SEG and AIAEC, including shared services, cost allocations, and intercompany arrangements

Lead financial risk assessment and mitigation strategies across the business

Team & Stakeholder Leadership

Build, mentor, and lead a high-performing global finance team across all locations and both companies, and define roles, structure, and hiring as the team grows

Serve as primary financial liaison to the board of directors, investors, and external stakeholders

Partner cross-functionally with operations, legal, HR, sales, and business development

Represent SEG and AIAEC in financial discussions with banks, bonding companies, auditors, and regulatory bodies

Requirements

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or related field

CPA, CFA, or MBA strongly preferred

15+ years of progressive financial leadership with a minimum of 5 years in a CFO or senior finance executive role

Demonstrated experience leading finance process change and evaluating, selecting, and implementing financial or ERP systems, from defining requirements through vendor selection, rollout, and adoption

Proven experience building or scaling a finance function at a growing company, including writing policies, procedures, and controls from the ground up

Comfort working in companies that are still developing their infrastructure: hands-on, pragmatic, and able to prioritize and make progress without a fully built-out system

Experience supporting more than one business model, including project-based accounting (project cost, WIP, accruals) and product sales accounting (revenue recognition, billing, deferred revenue)

Demonstrated experience leading M&A transactions from origination through post-acquisition integration

Proven track record managing financial operations across multiple countries and foreign entities

Deep knowledge of international accounting standards (GAAP, IFRS) and multi-jurisdictional tax compliance

Strong proficiency in financial modeling, valuation, and investment analysis

Preferred

Prior CFO or VP Finance expe