*This role is not open for submissions from outside staffing agencies*
Regional Finance Director
$115,000-$160,000
Trulite is GROWING! We are looking for a Regional Finance Director to be responsible for overseeing financial operations across the Sunbelt region of the United States. The Regional Finance Director works in close partnership with the Regional VP of Operations to drive profitability, optimize financial performance, and support sustainable growth. The person filling this position must be a strategic finance professional with deep expertise in financial planning and analysis, budget management, and cross-functional collaboration to support and enhance businessobjectives.
This role will be hybrid, based out of either Dallas-Fort Worth, Houston, or Orlando.
Essential Duties and Responsibilities:
- Financial Strategy & Profitability: Partner with the Regional VP of Operations to develop and implement profitability strategies, coordinating financial activities to ensure regional locations meet or exceed company standards.
- Performance Tracking & Reporting: Ensure strategic plans are well-documented with structured follow-ups, collaborating with operational managers to track and support action execution.
- Financial Analysis & Insight: Analyze and interpret region/segment Profit & Loss Statements, providing clear variance analysis, KPIs, and business insights to Vice Presidents and the Executive Management Team.
- Investment & ROI Analysis: Provide financial guidance on new business opportunities, assessing ROI for new products, customers, and equipment to maximize value.
- Budgeting & Forecasting: Collaborate with Operations Managers and Regional VPs to develop, monitor, and refine annual budgets, forecasts, and strategic financial plans, ensuring timely identification and communication of risks and opportunities.
- Financial Close & Reporting Accuracy: Oversee monthly financial close processes, ensuring the accuracy and timeliness of financial statements.
- Working Capital Management: Lead initiatives for working capital optimization, focusing on A/R, inventory management, and efficient cash flow practices.
- Policy & Procedure Standardization: Standardize financial policies, procedures, and reporting mechanisms related to sales and operations to ensure consistency and compliance across locations.
- Capital Project Oversight: Manage key capital projects, from conception through implementation, ensuring alignment with budget goals, financial controls, and reporting requirements.
- Margin & Pricing Analysis: Conduct regular margin and pricing reviews, supporting the incentive-based P&L model and developing pricing strategies for market competitiveness.
- Product Line & Market Analysis: Support sales with product line analysis, assessing margins, pricing, and volume trends, while leading margin transparency and pricing strategy reviews for targeted markets.
- Ad-Hoc Analysis & Special Projects: Perform ad-hoc financial analyses to investigate underperformance, assisting in root cause identification for sales and operations. Handle special projects as required.
Desired Skills and Experience:
- Education: Bachelor's Degree in Finance, Accounting, or related field required; Master's Degree (MBA or equivalent) in Finance or Accounting preferred.
- Professional Experience: 10-15 years of finance or accounting experience with a focus on financial leadership, budget ownership, and P&L management.
- Minimum of 4 years of experience as a people manager, with a proven ability to develop high-performing finance teams.
- Experience in multi-location financial management within a large, complex organization.
- Technical Proficiency: Advanced knowledge of financial analysis, GAAP, and regulatory compliance standards.
- High proficiency in Excel and financial software, experience with SAP or equivalent system; ERP preferred.
- Strong familiarity with local, state, and federal regulatory standards and FTA reporting.
- Communication Skills: Superior written and verbal communication skills; able to convey financial concepts clearly to non-financial stakeholders.
- Travel: Ability to travel up to 20% to support regional operations as required.
Competencies:
- Cross-Functional Leadership: Ability to build and maintain effective working relationships across functions to achieve business and financial goals.
- Process Improvement: Skilled in identifying and implementing process improvements that drive operational efficiency and accuracy.
- Analytical Thinking: Exercises strong judgment and prioritization skills, with a data-driven approach to decision-making.
- Interpersonal Style: Collaborative team player with a results-oriented approach and the ability to navigate complex organizational structures.
- Adaptability: Demonstrated ability to work effectively in a culturally diverse and matrixed organization.
- Organizational & Project Management Skills: Highly organized, with the ability to manage multiple priorities and projects concurrently.
- Integrity & Ethics: Strong commitment to ethical standards and responsible financial stewardship.
WHY TRULITE:
Trulite offers the most comprehensive benefit coverage in the industry. We give our employees immediate access to health, dental, vision and life insurance benefits, as well as provide short/long-term disability coverage to protect you financially if injured on the job.
We are pleased to offer a comprehensive wellness initiative that includes access to a progressive financial training program.
Stay with us for a year and your 401k employer match is 100% vested and immediately becomes part of your ever improving financial plan. This is also true for those who select and contribute to their Health Savings Account. We match on both employee and family coverage to help cover out-of-pocket expenses and if unused continues to grow until needed. The employer match for your HAS, if you choose to participate, is also vested immediately at 100% improving your financial health.
Trulite bears most of the cost of your benefits. We structured these benefits because we care not only about your physical well-being but your financial health and welfare too. Let us show you why Trulite values you as an employee and how we will help you achieve financial independence.
We are an Equal Opportunity Employer. We embrace and encourage our employees' differences in age, color, disability, ethnicity, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socioeconomic status, veteran status, and other characteristics that make our employees unique.