Chief Financial Officer - Oakland, NJ

Chief Financial Officer

INDUSTRY: Data Center Facility Design-Build Construction | Commercial, Federal, & Data Center Operator Clients

LOCATION: Oakland, NJ (Headquarters), On-site with hybrid flexibility

EMPLOYMENT TYPE: Full-Time

REPORTS TO: Founder & CEO

The Role, Plainly

Most CFO listings describe a seat. This one describes an event.

PTS Data Center Solutions is a 30-year mission-critical MEP design-build and construction management firm. Our clients include NASA, Sandia National Laboratories, Lawrence Livermore National Laboratory, Pfizer, and CyrusOne. In the past month alone, we signed $95 million in new design and construction awards, and we are positioned on pursuits an order of magnitude larger. National engineering and consulting firms have approached us about strategic partnership and majority investment, and we are preparing the company for that process deliberately and professionally.

We are hiring the CFO who will lead it. Not inherit it mid-stream. Not discover it in year one. Lead it - from data room to close - with a contractual share of the transaction value, from day one. If you have taken a construction company through a sale before and the two years around that deal were the best work of your career, this is that chapter again, from the beginning.

About PTS / INTUVA

PTS (operating as INTUVA) delivers integrated planning, design, engineering, construction, and commissioning for data center and mission-critical facilities as a single accountable entity. Our federal franchise spans DOE- and DOD-adjacent clients; our commercial work serves edge campuses and colocation operators. We recently completed a company-wide migration from QuickBooks to NetSuite and operate on percentage-of-completion accounting with disciplined monthly WIP reporting.

Over nearly three decades, PTS has evolved into a multi-division organization delivering services across data centers (INTUVA), energy (GRID7), and IT/cybersecurity/AI (Inspirica). Our teams support some of the world's most demanding environments where uptime, reliability, innovation, and operational performance are critical.

At PTS and across its divisions, we are guided by core values of accountability, integrity, leadership, and continuous improvement, and we are committed to building long-term relationships with our employees, clients, and partners.

What You Will Own

Leadership of the finance and accounting organization

Manage and develop our existing team - a controller, one full-time senior accountant, and two part-time accounting staff - and scale the function (project accounting, FP&A) as backlog converts.

Transaction leadership

Direct sell-side readiness and execution end to end: build and maintain the data room, support the quality-of-earnings process, manage buyer diligence and Q&A, model earnout and working-capital structures, and drive the financial schedules of the definitive agreements alongside our advisors and counsel.

Strategic finance for a scaling design-build contractor

Everything a principal-level CFO owns: treasury and cash forecasting, banking and surety relationships (expanding bonding capacity ahead of billion-dollar pursuits is a first-year priority), risk and insurance, federal contract financial compliance (FAR cost principles, audit readiness), monthly close and WIP discipline, job-cost forecasting, annual planning, board-level reporting, and hands-on partnership with the founder and operations leadership on bid strategy and project economics.

AI-Augmented Finance

PTS is deliberately building an AI-augmented operating model across the company - from engineering design workflows to back-office operations - and finance will not be the department that lags it. We are looking for a CFO who treats AI as a working tool, not a talking point. You should bring demonstrated experience applying AI to automate and elevate finance and accounting work, such as:

• Automating routine accounting processes - AP/AR workflows, transaction coding, reconciliations, and elements of the monthly close - using AI-enabled tools within or alongside an ERP (NetSuite AI capabilities a plus).
• Using AI to accelerate analysis: WIP and job-cost variance review, cash forecasting, scenario modeling, and first-draft preparation of management reporting and board materials.
• Applying AI to the transaction workload itself - diligence document organization, data-room Q&A preparation, and contract and financial-schedule review support.
• Judgment about where AI belongs and where it does not: appropriate human review and controls, data confidentiality (especially on federal work), and audit-defensible processes.

You will not need to build this alone - the founder is an active practitioner of these tools - but you will be expected to lead it within finance, and to develop the existing team's fluency rather than working around them.

What Success Looks Like: Your First 30, 60, and 90 Days

There is no quiet on-ramp in this seat. Diligence, a systems stabilization, and a backlog scale-up are all happening at once, so we have mapped out what the first 90 days should deliver. You will refine and own this plan, but this is the shape of it.

First 30 Days - Take the Chair

• Embed with the controller to walk through the chart of accounts, close calendar, NetSuite configuration, and open reconciliations; receive the current WIP schedule, backlog report, bonding program summary, bank covenants, and most recent financial statements.
• Meet the sell-side advisor and quality-of-earnings provider, and take ownership of the diligence request log so document requests no longer route to the founder's desk.
• Review every active job above a defined materiality threshold with its Project Manager and identify the jobs carrying the greatest margin-fade, change-order, or cash risk.
• Meet the surety producer, bonding underwriters, and primary bank relationship manager.
• Complete a first-look assessment of the NetSuite cutover, validating the five core reports first: job cost, WIP, AR aging with retainage, AP/subcontractor aging, and cash.
• Run your first month-end close as the accountable leader, including a PM-reviewed WIP schedule and over/under-billing analysis.
• Stand up a rolling 13-week cash flow forecast by project.
• Meet one-on-one with each finance team member, clarify roles, and set development goals for the controller.
• Confirm the federal contract compliance posture (FAR cost principles, indirect rates, certified payroll where applicable) across national-lab and federal awards.
• Deliver a written 90-day finance plan covering close discipline, WIP accuracy, systems, bonding capacity, and transaction readiness, approved by the Founder & CEO.

By 60 Days - Build the Discipline

• Close the books on a consistent, published close calendar with a measurable reduction in close-cycle days.
• Organize and populate the virtual data room with financial, tax, contract, and backlog support, and resolve priority quality-of-earnings findings.
• Present monthly job-cost forecasts and margin fade/gain analysis to leadership, with PMs accountable for estimate-at-completion updates.
• Produce a working 18-month bonding and banking capacity plan tied to the pursuit pipeline.
• Transition any interim finance support off the engagement.

By 90 Days - Become the Finance Voice of the Company

• Serve as the recognized finance voice of PTS with buyers, lenders, sureties, auditors, and federal contracting officers.
• Deliver normalized EBITDA, working-capital analysis, and backlog-quality support that will stand up to third-party diligence.
• Implement NetSuite reporting that leadership trusts without manual side schedules for WIP, job cost, and cash.
• Define the finance org chart for the next 12-18 months, including project accounting and FP&A capacity, with approval to hire against it.
• Put in place an agreed annual operating plan and KPI dashboard: backlog, gross margin by job type, over/under-billings, DSO including retainage, working capital, and bonding utilization.

Beyond 90 Days

Lead sell-side execution with our advisors - buyer Q&A, working-capital peg negotiation, earnout modeling, and purchase-agreement schedules, while materially expanding single and aggregate bonding limits, delivering clean audited financials on schedule, and developing the controller into a stronger, more strategic leader.

What You Bring

Required

• Bachelor's degree in Accounting, Finance, or a related field.
• 10+ years of senior finance leadership, including CFO or VP Finance of a construction, MEP, specialty contracting, or E&C firm in the $95M-$500M revenue range.
• Direct sell-side transaction experience: you have been the senior finance leader through a completed sale to a strategic or private-equity buyer, including QoE, diligence, and negotiation of earnout and working-capital terms.
• Mastery of percentage-of-completion accounting (ASC 606), WIP schedules, over/under-billings, retainage, change orders, and job-cost forecasting.
• Established surety and banking relationships and a track record of materially expanding a bonding program.
• ERP fluency - NetSuite strongly preferred - including experience stabilizing or pressure-testing a migration.
• A builder's approach to teams: you develop controllers and staff rather than replace them.

Preferred

• Federal contracting exposure (DOE/NNSA national laboratories, NASA, DOD, or FAR-governed cost accounting and DCAA/DOE audit readiness).
• Data center, mission-critical, or energy infrastructure sector experience.
• CPA, CCIFP, or CMA credential; MBA a plus.
• Membership in CFMA (Construction Financial Management Association) or an equivalent professional network.
• Hands-on experience deploying AI tools in a finance or accounting function (see AI-Augmented Finance above).

Leadership Style We Are Looking For

Beyond the technical résumé, this seat calls for a particular presence. We are looking for a Steward-Driver profile: Decisive. Direct. Rigorous. Composed. Accountable.

This is someone who commits once the facts are in and doesn't relitigate; who says the hard thing plainly - to the founder as readily as to a buyer's advisors; whose numbers survive hostile scrutiny because the discipline was there before anyone asked; and who is the calmest person in a data room precisely because nothing in it is a surprise to them.

Candidates are assessed against this profile using the Predictive Index, Kolbe A and Self-Assessment alongside our structured interview scorecard.

Why This Seat

Finance leaders who have been through an exit tend to say the same thing afterward: the deal years were the most consequential of their careers, and everything since has been administration. Almost no company recruits on its transaction - most hide it from candidates. We are doing the opposite, because the transaction is the job, and the right person will recognize that honesty as the first data point about how this founder operates.

You will work directly with a hands-on founder-CEO, a strong operations second-in-command, and a finance team that knows the books - in a company whose end markets (AI-era data centers, federal mission-critical infrastructure) are experiencing the largest capital build-out in their history. The founder is an active builder with a broader portfolio of infrastructure and technology ventures beyond PTS; those ventures are supported by a separate team, so this role is dedicated entirely to PTS and all of its shareholders.

Compensation

$250,000 - $300,000 base + performance bonus + transaction participation

• Annual performance bonus: up to 10% of base, tied to defined finance-organization and transaction-readiness milestones.
• Transaction participation: a contractual success fee tied to enterprise value at closing, papered at hire and discussed candidly in the first conversation.
• Full benefits package
• 401(k) with 4% company match
• Paid vacation, sick time, and holidays
• Ongoing training, certifications, and professional development

How to Apply

Submit a resume and a brief note describing the transaction you led: the size, the buyer type, and one thing the buyer's diligence found that you wish you had fixed first. That answer tells us more than a cover letter.

Required Candidate Assessments

As part of our selection process, we ask all candidates to complete a comprehensive set of online assessment tools. These are brief, have no right or wrong answers, and help us understand natural working and decision-making styles so we can build the strongest possible partnership between this role, our founder, and our finance team. Access details are provided following your application.

PTS Data Center Solutions, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, marital status, national origin, disability, genetic information, veteran status, or any other characteristic protected by law.