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Job description
Lumera Search Partners has been retained exclusively by our client, a growing and well respected regional Construction Management Firm, to find their first Vice President of Finance. This is a newly created role to address growth, new opportunities and succession.
Location
Blue Bell, PA (or Allentown, PA). Some minimal travel between offices. Onsite 5 Days/Week, after established, hybrid possibilities may be discussed.
Reports to
CFO and CEO
Ownership Transition
100% ESOP targeted by year-end
The Opportunity
Our client is a highly regarded, relationship-driven construction firm with a strong balance sheet, and an exceptional reputation for quality and reliability. The business benefits from a loyal customer base, significant repeat work, and long-standing and mutually beneficial subcontractor partnerships.
As part of a planned leadership evolution and ownership transition to a 100% Employee Stock Ownership Plan (ESOP), the company is seeking a Vice President of Finance to join as a key member of the leadership team. This role is positioned as the successor to the CFO, with an anticipated transition over the next several years.
This is an ideal opportunity for a hands-on, technically strong accounting and finance leader who thrives in a lean, highly collaborative environment and is motivated by the opportunity to help guide a successful company through its next phase of growth and employee ownership.
The Role
The Vice President of Finance will partner closely with the CFO, Controller, the Accounting Team and operational leaders to enhance financial performance, strengthen accounting rigor, and support strategic decision-making.
Given the company’s size and structure, this is a highly engaged, roll-up-your-sleeves role requiring both strategic perspective and day-to-day involvement across accounting, finance, and operations.
Key Responsibilities
Strategic & Financial Leadership
Partner with the CFO and executive team to drive financial strategy, planning, and performance
Lead budgeting, forecasting, and long-range planning processes
Provide actionable financial insights to support operational and strategic decisions
Support execution of the ESOP transaction and ongoing financial governance
Accounting Leadership & Partnership with Controller
Bring strong technical accounting expertise to complement an experienced (non-accountant) Controller
Ensure accuracy, integrity, and timeliness of financial reporting in accordance with GAAP
Enhance internal controls, policies, and processes where appropriate
Establish a collaborative, respectful partnership with the Controller, this role is intended to elevate and support the existing team structure
Operational Finance
Drive best practices in job costing, WIP reporting, and project profitability analysis
Work closely with project managers and field leadership to improve financial visibility and margins
Develop and refine KPIs and reporting tools to support operational performance
Systems & Process Improvement
Assess current financial systems (Sage 300 Construction) and assist with potential ERP evaluation and implementation
Improve reporting capabilities, data integrity, and process efficiency
Ensure systems and processes are scalable and aligned with future growth
Treasury & Risk Management
Oversee cash flow, working capital, and banking relationships
Support bonding capacity, insurance programs, and financial risk management
Assist in capital planning related to ESOP structure
Leadership & Culture
Operate effectively in a lean, highly collaborative environment with frequent interaction across all levels of the organization
Build strong relationships with the small accounting team, operations,administrative and executive teams
Contribute to a culture defined by accountability, trust, and teamwork
Support financial education efforts in an ESOP environment
Succession
Work in close partnership with the CFO to gain exposure to all aspects of the finance function
Gradually assume increasing responsibility in preparation for CFO succession
Required Experience
Bachelor’s degree in Accounting or Finance; CPA strongly preferred
10+ years of progressive experience, including significant accounting leadership
Demonstrated experience in construction or a project-based environment
Deep expertise in job costing, percentage-of-completion accounting, and WIP reporting
Experience working in lean organizations with high cross-functional collaboration
Preferred Experience
Experience with ESOPs or ownership transition environments
ERP system selection and implementation experience
Familiarity with Sage 300 or comparable construction accounting systems
Personal Characteristics
Hands-on, low-ego leader who leads through collaboration and influence
Strong technical accounting capability beyond a typical VP Finance profile
High emotional intelligence with the ability to build trust across diverse teams
Practical, solutions-oriented mindset with strong business acumen
Comfortable operating in an onsite, highly interactive environment
Why This Role
This opportunity offers the ability to step into a critical leadership role within a financially strong, well-respected construction company at a pivotal moment in its evolution. The successful candidate will play a central role in the company’s transition to employee ownership while positioning themselves to assume the CFO role in the coming years.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.