Equity Engineering Group

Chief Financial Officer

Equity Technology Group

Position Overview

The Chief Financial Officer serves as a key member of the executive leadership team, reporting directly to the President & CEO. This role provides enterprise-wide financial leadership across Equity Technology Group and all subsidiary entities, including Equity Engineering, Equity Software, Equity Knowledge, CorrSolutions, and Equity Properties. The CFO plays an active, hands-on role in both strategic and operational finance, and serves as a visible steward of ETG's employee-ownership culture.

Key ResponsibilitiesFinancial Strategy & Planning:

• Partner with the President & CEO and executive leadership team to develop and execute multi-year financial strategy across ETG and its subsidiaries
• Lead enterprise-wide budgeting, forecasting, and long-range planning processes
• Translate complex financial data into clear, actionable insights for the executive team and Board of Directors
• Design and oversee incentive compensation plans, including annual bonus structures and sales commission frameworks

Financial Operations & Reporting:

• Oversee financial reporting, cash flow management, and internal controls across all legal entities
• Manage relationships with banking partners, external auditors, and financial advisors
• Direct the selection, implementation, and ongoing administration of financial systems and ERP platforms
• Ensure timely, accurate consolidated financial statements across the holding company and subsidiaries

ESOP & Employee Ownership Stewardship:

• Serve as a visible champion of ETG’s employee-ownership culture, both internally and with outside stakeholders
• Oversee ESOP plan compliance, annual valuation processes, and fiduciary responsibilities
• Manage relationships with the ESOP trustee, plan administrators, and third-party administrators
• Ensure compliance with ERISA requirements and annual ESOP reporting and disclosure obligations

Team & Stakeholder Leadership:

• Lead, mentor, and develop a finance team operating in a lean, multi-subsidiary environment
• Build trust and collaborative working relationships with subsidiary leadership teams across Equity Engineering, Equity Software, Equity Knowledge, CorrSolutions, and Equity Properties
• Partner with HR on payroll and HRIS integration matters as needed
• Work closely with the outgoing CFO to ensure a smooth, well-documented transition

Education

• Bachelor's degree in Accounting, Finance, or a related field required
• MBA or advanced degree in Finance or Business preferred
• CPA or CMA designation strongly preferred

 

Required ExperienceBackground:

• 10–15 years of progressive financial leadership experience, with demonstrated advancement through roles of increasing scope and responsibility
• Prior experience as a VP of Finance, Director of Finance, or Controller in a multi-entity or holding company environment; candidates ready to step into their first CFO role are welcomed and encouraged to apply
• Hands-on background across all core financial functions - not solely a strategic or oversight role
• Experience in professional or technical services industries preferred (engineering, software, or consulting a plus)

Strategic Financial Planning & Growth:

• Proven ability to develop and execute multi-year financial strategies aligned with organizational goals across a diversified portfolio of business units
• Experience building and managing annual budgeting, forecasting, and long-range planning processes at the enterprise level
• Track record of translating complex financial data into clear, actionable insights for executive and board-level audiences
• Experience designing or redesigning incentive compensation plans, including annual bonus structures and sales commission frameworks

Operational Finance & Cost Management:

• Strong command of financial reporting, cash flow management, and internal controls across multiple legal entities
• Experience managing relationships with banking partners, external auditors, and financial advisors
• Proficiency in financial systems and ERP platforms; experience with payroll and HRIS integration a plus
• Ability to lead and develop a finance team in a lean, multi-subsidiary environment

Leadership & Culture:

• Collaborative leadership style with the ability to build trust across departments and subsidiary leadership teams
• Comfortable operating in a hands-on environment that values practical expertise alongside strategic vision
• Genuine commitment to the employee-ownership culture and values that define ETG
• Strong written and verbal communication skills with the ability to present complex financial information clearly to non-financial stakeholders
• High emotional intelligence and the ability to navigate a transition alongside an outgoing CFO committed to a successful handoff

Preferred ExperienceESOP & Employee Ownership:

• Demonstrated familiarity with Employee Stock Ownership Plans (ESOPs), including plan compliance, annual valuation processes, and fiduciary responsibilities
• Experience working with ESOP trustees, plan administrators, and third-party administrators
• Understanding of ERISA requirements and annual ESOP reporting and disclosure obligations