Director of External Reporting

Company Overview

Apex Service Partners has been founded as a partnership of multiple leading businesses providing HVAC, plumbing and electrical services. While Apex’s “Partner Services” office was created only in 2019, many of our companies have been successful for decades; collectively, we already have over 10,000 teammates and are expanding very rapidly. While our market share is still single digits, we are the largest organization in “residential home services” and have a stunning (and recession resistant) growth potential.

This very fragmented industry is dominated by small and founder-owned businesses; our strategy is to execute significant organic growth initiatives and M&A – while building out best-in-class professional departments like Finance and Accounting at the Partner Services level (but execute the function locally, where possible). The right candidate will have leadership impact and visibility across the organization and be part of active, strategic conversations with senior executives including our CFO, CLO, President, and senior leadership team (whose support for this newly created role will be excellent).

Job Description – Director of External Reporting

Mission of the Role:

We are currently searching for an experienced external financial reporting leader to help create quarterly external financial reporting in connection with public debt launch and support of the company’s substantial growth plans.  The Director of External Reporting will report directly to the Chief Accounting Officer (CAO) and will be a key member of the accounting leadership team responsible for building the external reporting function.  This role will be responsible for improving the integrity of our reported results as we build the infrastructure, controls and reporting capabilities.  The successful candidate will partner closely with FP&A, Legal and external auditors.

Responsibilities:

The Director of External Reporting will be responsible for management of financial reporting and internal controls compliance.  This will include expanding on existing annual financial statements and disclosures to expand to a sustainable quarterly reporting process. 

• Build relationships with key cross-functional stakeholders; ensure regular contact to remain aligned with functional objectives
• Understand the strategic direction of the company and execute functional strategies to support and enhance business results; be a proactive partner who can identify and execute projects to further business objectives 
• Company-wide ownership of financial reporting, including the training and implementation of any changes to existing practices with the accounting teams
• Draft and maintain financial footnotes, MD&A, and other disclosures in accordance with U.S. GAAP and SEC regulations

• Partner with FP&A, Treasury, Tax, and business unit finance leaders to ensure consistent, accurate, and well-supported financial reporting

• Monitor emerging accounting standards (ASUs) and SEC rule changes, and lead impact assessments of disclosures as well as implementation for the network
• Serve as key liaison with external auditors on disclosure and reporting matters and financial statement audits

• Continuously improve close and reporting processes to improve efficiency, accuracy, and controls as the company scales
• Partner with Legal, Investor Relations, and outside counsel/underwriters on registration statements, comfort letters, and roadshow materials
• Design and implement internal controls over financial reporting (ICFR)
• Evaluate and implement reporting systems and disclosure management tools (e.g., XBRL tagging software, consolidation and close tools) to support scalable external reporting

Experience:

• BS/BBA in Accounting – CPA required
• 10-15 years of progressive accounting/external reporting experience, including significant public accounting experience (Big 4 or national firm strongly preferred)
• Prior experience with SEC reporting is required – either in-house at a public company or through direct client experience on SEC engagements (e.g., audit, IPO readiness, or capital markets advisory)
• Direct experience supporting at least one IPO or S-1 registration strongly preferred
• Deep knowledge of U.S. GAAP, SEC reporting requirements, and XBRL
• Exceptional written and verbal communication skills, with the ability to present complex accounting matters clearly to executive leadership
• Manage and participate in ad hoc projects focused on improving the quality of financial reporting and streamlining accounting processes

• High degree of intellectual curiosity, integrity, and comfort operating in a fast-paced, environment

Personal Characteristics:

• A builder's mindset — comfortable creating processes and controls from the ground up rather than inheriting mature infrastructure
• Strong project management skills with the ability to lead and execute complex initiatives
• Proven ability to manage multiple, competing priorities in a fast-paced environment
• Strong communication, organizational and interpersonal skills
• Ability to effectively communicate with executive leadership and cross-functional teams
• Clear and demonstrable ability to “simplify the complex”, distilling accounting guidance into plain English that can be understood by non-accounting professionals
• Clear history of positive and constructive interaction with auditors to defend positions and drive the right outcome in a collaborative way
• Capability to work collaboratively with internal accounting team members to drive proper treatment of accounting positions
• Track record of taking over teams that were sub optimally staffed where they drove a turnaround and achieved beyond expectations
• Ability to see through the current situation to stronger outcomes in the future, and the capability to inspire their teams to get there
• Clear capacity to think in complex terms and drive simplicity in a way that brings cross functional partners along
• Strong learning agility and demonstrated capacity to learn the business environment and adapt strategies accordingly
• Building strength out of challenges – taking over tough situations and creating structure
• Ability to grow into larger senior leadership role as accounting department evolves and grows

Other:

Location: Tampa, FL

Travel: Roughly 25% to other facilities, conferences, etc

Compensation: Competitive

Other Benefits: medical, dental and vision coverage, competitive PTO, sick days, holidays, and 401k matching