Regional Finance Director

Job Title: Regional Finance Director - Southwest
Job Location: Dallas / St. Louis / Kansas City / Remote / Willing to Travel
FLSA Status: Exempt 
Salary Range: $150-200k

About: 

This position will provide support to the following members of the AIR Control Concepts family. Please click each link below to learn more about their organizations:

Airtech Corporation – Tulsa, OK 
JM O’Connor, LLC – KS & MO 
Marrs Distribution LLC – Chesterfield, MO 
Mechanical Reps Inc – TX 
Mechanical & Plumbing Systems, LLC – Royse City, TX 
Midwest Machinery, LLC – MO, KS, & OK 
Roy C Garrett, LLC – Cibolo, TX 
ThermAir Systems, LLC – AZ & NM 

AIR Control Concepts is more than just a collection of firms, we are a community of forward-thinking experts committed to excellence, innovation, and collaboration. With a focus on commercial HVAC representation, we bring together esteemed entities from diverse regions, each boasting decades of invaluable experience.

We understand that success in the HVAC industry goes beyond individual accomplishments. That's why we believe in the power of unity and collaboration. By leveraging our collective assets, knowledge, and resources, we empower our member firms to deliver unparalleled service, safety, and efficiency to clients across healthcare, commercial, and residential sectors. 

Position Summary:
The Regional Finance Director (RFD) serves as the senior financial and operational leader for one of the regions within AIR Control Concepts, a multi-billion-dollar national enterprise of leading commercial HVAC solution providers. Each region encompasses approximately 6–10 operating entities, collectively representing substantial annual revenue and EBITDA performance within AIR’s growing enterprise. 

The RFD oversees all aspects of financial performance, reporting, forecasting, and transformation across the region’s portfolio of companies. Acting as a strategic partner to both regional and corporate leadership, the RFD ensures financial accuracy and transparency while driving operational excellence, scalability, and growth. 

The RFD plays a pivotal role in shaping how the region operates—creating synergies across entities, professionalizing financial operations, and supporting business leaders in making data-driven, profitable decisions. 

Essential Duties and Responsibilities: 
Financial Leadership & Business Partnership 

• Serve as the primary finance leader and advisor for the region’s operations, providing insight, challenge, and guidance to Regional Leadership and Corporate Finance. 
• Translate financial results into actionable insights that drive performance, resource allocation, and long-term growth. 
• Partner with Corporate FP&A on budgets, forecasts, developing KPIs, and scenario analysis. 
• Act as the link between regional operating companies and corporate leadership, ensuring alignment between strategy, performance, and execution. 
• Partner with operations and business leaders to identify opportunities for growth, efficiency, and synergy creation across entities. 
• Serve as a trusted financial partner to the Regional President and operational leaders to guide business performance. 

Financial Reporting & Close Management 

• Oversee the month-end close process across all regional entities, ensuring timeliness, completeness, and accuracy. 
• Review and approve regional financial statements and performance summaries prepared by the Regional Financial Controller. 
• Drive standardization and discipline in close processes and reporting across entities within the region. 
• Identify and address financial risks, variances, and inefficiencies impacting results. 
• Ensure financial accuracy and alignment with corporate standards, policies, and timelines. 

Accounting Operations, Controls & Compliance 

• Ensure strong governance and execution of corporate accounting policies, procedures, and controls across all entities in the region. 
• Oversee cash management and working capital optimization in coordination with Corporate Treasury. 
• Partner with the Regional Financial Controller to ensure timely reconciliations, audit readiness, and compliance with control standards. 
• Support adherence to tax, regulatory, and reporting requirements in collaboration with corporate support functions. 
• Promote a culture of accountability and continuous improvement within the regional finance organization. 

Budgeting, Forecasting & KPI Management 

• Lead the annual budgeting process for the region, partnering with operating company principals to develop realistic yet ambitious plans. 
• Oversee preparation of rolling forecasts (P&L, cash flow, balance sheet) and ensure consistency with corporate standards. 
• Partner with FP&A to deliver actionable insights on financial metrics and KPIs (margins, utilization, DSO, DPO, AR aging, and revenue per FTE). 
• Track regional forecast accuracy and performance against key objectives, identifying trends and recommending corrective actions. 

Strategic Analysis, Decision Support & M&A Integration 

• Evaluate the financial and operational impact of new business initiatives, pricing decisions, and strategic investments. 
• Develop business cases and ROI analyses for capital expenditures, new products, or service lines. 
• Partner with the Director of Integrations & Support to onboard newly acquired entities—aligning systems, people, and processes, and ensuring timely inclusion in reporting and control frameworks. 
• Support post-acquisition integration, including transitions from cash to accrual accounting, organizational structure alignment, and readiness for consolidation. 
• Provide scenario modeling and sensitivity analyses to guide regional and enterprise decision-making. 

Systems, Process Improvement & Finance Transformation 

• Champion AIR’s ongoing Finance Transformation, helping evolve from a decentralized environment to a unified, GAAP-compliant, and audit-ready organization operating with the discipline, visibility, and rigor of a public company. 
• Drive automation, system enhancements, and process standardization across entities to enable scalability. 
• Support implementation of the common ERP platform (Oracle) and BI tools to strengthen financial visibility and accuracy. 
• Lead the creation of consistent policies, procedures, and documentation across the region’s finance function. 
• Serve as a change leader, fostering adoption and accountability across operating entities. 

Leadership, Talent Development & Team Building 

• Build, lead, and mentor a high-performing regional finance team, ensuring clear roles, responsibilities, and succession plans. 
• Oversee a growing, multidisciplinary team including accounting, FP&A, and finance operations professionals. 
• Partner closely with the Regional Financial Controller to ensure seamless coordination between accounting execution and financial leadership. 
• Foster collaboration across entities and between regional and corporate finance teams. 
• Drive a culture of accuracy, accountability, and continuous improvement. 
• Ensure team structure, capacity, and talent development align with AIR’s growth trajectory. 

Experience and Requirements: 

• 10+ years of progressive experience in finance, operations, or related leadership roles, ideally within multi-entity, high-growth, or decentralized organizations. 
• Proven ability to lead diverse, cross-functional finance teams spanning accounting, FP&A, and operational finance. 
• Demonstrated success in transformational or fast-scaling environments, building structure and systems to support growth. 
• Strong business acumen with the ability to connect financial insights to operational and strategic decisions. 
• Experience partnering with business leaders to drive profitability, efficiency, and sustainable growth. 
• Deep understanding of financial management fundamentals—reporting, forecasting, cash flow, and working capital. 
• Skilled at identifying synergies across multiple entities and driving process standardization, integration, and scalability. 
• Proven ability to operate effectively within a large, multi-entity enterprise environment and influence across corporate, regional, and operating company levels. 
• Excellent communication and change management skills; proven ability to inspire and develop teams through periods of transformation. 
• Experience with ERP and BI systems (Oracle, NetSuite, Power BI, or similar) and leveraging technology to drive efficiency and insight. 
• Bachelor’s degree in Finance, Accounting, Business, or related field (MBA encouraged but not required). 

Benefits: 
We offer a competitive and comprehensive benefits package, including:

• 401(k) with employer match (immediate vesting)
• Medical – HDHP & PPO options, Dental and Vision
• HSA with employer matching contributions
• FSA & Limited FSA
• Employer Paid Life/AD&D Insurance
• Voluntary Life Insurance Plans
• Paid Family Leave
• PTO
• Paid Company Holidays – 10 Days
• Employer Paid Short-term Disability
• Long-term Disability
• Referral Bonus Opportunities
• Other voluntary fringe benefits

The Company provides equal employment opportunity in accordance with applicable laws and prohibits discrimination and harassment. Employment decisions are based on business needs and qualifications.   
The Company complies with disability laws and provides reasonable accommodations to qualified individuals. 

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