Chief Financial Officer

Yellowstone Local is proud to represent TDI Refrigeration, an industry leader in commercial refrigeration and trade services.

If you know how to turn financial discipline into stronger margins, smarter growth, and better executive decisions, this is your opportunity to take ownership of the financial engine behind a multi-location organization.

What’s in it for You?

• Base salary of $200,000 annually

• Annual bonus opportunity of approximately 10%

• Executive-level opportunity with direct impact on company strategy, profitability, and long-term growth

• Lead the financial function of a privately held, multi-location organization

• Partner directly with the CEO and executive leadership on major financial and strategic decisions

• Opportunity to build financial systems, controls, reporting, and accountability that scale with the business

Why You’ll Love It Here

• You won't be limited to reporting the numbers. You'll use them to influence where the company goes next.

• Take ownership of corporate finance, forecasting, cash flow, working capital, job costing, WIP reporting, and financial controls across multiple locations.

• Work alongside executive, operational, and sales leaders to strengthen margins and turn financial insight into action.

• Lead and develop the accounting team while establishing high standards for accuracy, accountability, efficiency, and financial integrity.

• Play a key financial role in major decisions involving capital investments, banking, acquisitions, succession planning, valuation, and long-term growth.

• Join an environment where strong financial leadership is expected to protect the business today while preparing it for what's next.

Your New Role

• Serve as Chief Financial Officer (CFO) for TDI Refrigeration in Rancho Cucamonga, CA.

• Own the company's overall financial health, financial planning, accounting operations, reporting, and controls across all locations.

• Manage short and medium-term cash flow, liquidity, borrowing capacity, debt, banking relationships, and line-of-credit requirements.

• Deliver timely financial reporting and actionable analysis to the CEO and leadership team at both company and location levels.

• Lead annual operating and capital budgets, rolling forecasts, and monthly budget-to-actual analysis covering revenue, gross margin, EBITDA, overhead, staffing, cash flow, and capital requirements.

• Measure profitability by location, state, department, service line, customer, contract, and project while identifying margin issues and supporting corrective action.

• Drive working-capital management across accounts receivable, collections, billing, retainage, unbilled work, accounts payable, inventory, purchasing terms, and vendor-payment strategy.

• Own job costing and WIP reporting, including cost-to-complete estimates, overbilling and underbilling, project margin fade, and change-order financial controls.

• Partner with operations and sales leadership on pricing strategy, labor rates, material markups, service pricing, travel costs, contract terms, and project margins.

• Oversee the monthly close, general ledger, balance-sheet reconciliations, fixed assets, AP, AR, payroll accounting, financial policies, CPA coordination, and year-end review or audit preparation.

• Maintain strong internal controls and financial-risk management, including payment authority, bank-account controls, ACH and wire security, credit-card controls, fraud prevention, and covenant monitoring.

• Provide financial analysis supporting insurance programs, employee-benefit renewals and pricing, and 401(k) fiduciary responsibilities.

• Establish approval and ROI standards for major capital expenditures, including vehicles, equipment, facilities, technology, new locations, and acquisitions.

• Support the CEO with company valuation, succession planning, acquisitions, ownership transitions, and long-term capital strategy.\

Hiring Expectations: Apply today, complete a quick phone screening, and get ready for an interview with our team to discuss your goals and experience.

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field required.

• Master's degree in Business Administration, Finance, or a related discipline preferred.

• CPA or CMA designation preferred.

• Minimum 10 years of progressively responsible finance and accounting experience.

• At least 5 years of senior financial leadership experience in a role such as CFO, Vice President of Finance, or Controller.

• Demonstrated experience leading the financial function of a privately held, multi-location organization.

• Construction, mechanical contracting, refrigeration, skilled trades, or trade-services industry experience strongly preferred.

• Strong command of financial reporting, FP&A, budgeting, forecasting, cash-flow management, working capital, treasury, banking relationships, internal controls, and corporate finance.

• Substantial experience with contractor accounting, job costing, WIP reporting, cost-to-complete forecasting, project profitability, and margin analysis.

• Experience addressing multi-state tax matters and coordinating with external CPAs, auditors, banks, brokers, and professional advisors.

• Proven ability to lead and develop accounting teams while partnering effectively with executive, operations, and sales leadership.

• Ability to handle confidential financial, legal, and employee information with discretion and communicate complex financial information clearly.

TDI Refrigeration is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, genetics, disability, age, or veteran status. #blue