This executive role provides financial leadership for Waggoner and serves as a strategic advisor to the President and leadership team. The Chief Financial Officer is accountable for the organization's financial performance, financial reporting integrity, and financial governance. The position oversees budgeting, forecasting, cash flow, working capital, financial controls, and finance functions, partnering with operational leaders to advance business performance, strengthen project profitability, support strategic growth, and provide financial analysis for informed decision-making.
Responsibilities
Advise the President and leadership team on financial strategy, business performance, and organizational priorities
Guide financial and operational decisions that support revenue growth, profitability, and long-term enterprise value
Provide financial analysis and recommendations to inform strategic planning and business initiatives
Communicate complex financial information clearly to operational and technical leaders, translating analysis into practical recommendations
Support annual planning, forecasting, and long-range business planning
Develop and monitor financial and operational performance indicators to strengthen accountability and measure progress against business objectives
Identify opportunities to improve operational efficiency, resource utilization, project performance, and profitability
Provide visibility into project profitability, utilization, backlog, staffing, labor efficiency, and resource allocation
Evaluate pricing strategies, investment decisions, and resource plans through financial analysis
Assess business assumptions, identify financial and operational risks, and recommend corrective actions
Establish a finance function that provides timely analysis and proactive support to operational leaders
Partner with Trilon finance and M&A leadership on acquisition integration activities
Lead the financial onboarding and integration of acquired businesses, including reporting alignment, process standardization, KPI implementation, and performance monitoring
Identify operational risks, integration challenges, and opportunities for improvement throughout the integration process
Support the adoption of company financial processes, controls, systems, and reporting standards across acquired organizations
Coordinate with Trilon leadership to apply shared systems, resources, and best practices while maintaining business continuity and performance
Oversee the financial operations and performance of the business, including budgeting, forecasting, cash flow, working capital, capital expenditures, financial reporting, and accounting functions
Ensure the accuracy, integrity, and timeliness of financial reporting and analysis
Millions of jobs, with real people getting hired every day
200,000+
New jobs added daily
7,000,000+
Verified job listings
1,000,000+
Tailored applications submitted
Establish and maintain financial controls, policies, procedures, and governance practices
Manage cash flow, liquidity, and working capital in alignment with business requirements
Evaluate current and planned business operations to assess financial viability and long-term sustainability
Ensure compliance with applicable accounting standards, tax requirements, company policies, and regulatory obligations
Partner with the accounting team to maintain balance sheet integrity and high-quality financial reporting
Align reporting requirements, financial processes, and practices with Trilon finance leadership
Lead and develop the finance team, establishing clear expectations for accountability, collaboration, and continuous improvement
Build finance capabilities that support organizational growth, scalability, and operational effectiveness
Develop succession plans and provide professional development opportunities for finance team members
Establish effective working relationships across functions to support coordinated decision-making and execution
Partner with Trilon finance leadership and the financial leaders of other partner firms to advance enterprise objectives
Contribute to coordinated financial reporting, audit support, compliance activities, and the sharing of best practices across the Trilon platform
Use corporate resources and subject matter expertise as appropriate while retaining accountability for the financial leadership of Waggoner
Requirements
Bachelor's degree in finance, Accounting, Business Administration, Economics, or related fields
10+ years of progressive finance leadership experience
Experience within engineering, consulting, professional services, construction services, or other project-based businesses
Demonstrated success partnering with operational leaders to improve business performance and profitability
Demonstrated capabilities in financial planning, forecasting, budgeting, and business analysis
Thorough knowledge of accounting principles, financial reporting, and financial controls
Strong executive communication, leadership, influencing, and relationship management skills
Nice to have:
Experience within the Architecture, Engineering, and Construction (AEC) industry
Experience integrating acquired businesses and supporting organizational growth initiatives
CPA, CMA, MBA, or another relevant professional designation
Experience working within a multi-entity, private equity-backed, or platform-based organization
Experience with Deltek, ADP, and Power BI
Benefits
WEI Incentive Program
Healthy Workplace Program
Employee Referral Bonus
Competitive Health Benefits
Career Development and Training
Flexible/Hybrid Schedule
Community Service Opportunities
About the Company
Waggoner is a multidisciplinary infrastructure and advisory firm focused on transforming communities and and advancing the systems that support them. Their teams bring together engineering, science, business, environmental expertise, digital innovation, program delivery, and strategic insight to solve complex challenges facing communities, industries, and governments. The company's culture is built on integrity, accountability, collaboration, and excellence, empowering talented professionals to lead, innovate, and work across disciplines to deliver meaningful outcomes for clients and communities.
