Vice President of Strategic Finance

Posted 6 days ago

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Job Description

Vice President of Strategic Finance | Kelso Industries

The Tone:
This is a full-time role at Kelso Industries. The company operates nationwide, delivering comprehensive HVAC, mechanical, plumbing, refrigeration, and electrical solutions through a network of over 40 companies. This Vice President of Strategic Finance position is crucial for shaping the company’s financial future, leading long-range planning, and driving key strategic initiatives alongside the CFO and executive team. The role focuses on enabling data-informed decision-making to support the company’s growth and operational excellence.

The TL;DR
• Role: Full Time
• Team: Leads a high-performing strategic finance team, partners with the CFO and executive team.
• Mission: Shapes the company’s financial future by driving data-informed decision-making and supporting high-impact strategic initiatives.
• Tech Stack: Modern BI tools, data strategy, data governance

What You’ll Actually Do
• Lead: Develop company-wide KPIs, performance dashboards, and financial insights.
• Drive: Oversee long-range planning, budgeting, forecasting, and scenario modeling processes.
• Advise: Provide clear, strategic recommendations to support growth, margin expansion, and operational excellence.
• Build: Create and evolve financial models for strategic initiatives, board materials, and executive reviews.
• Evaluate: Assess new business opportunities, partnerships, and M&A opportunities.

The Must-Haves
• Background: Bachelor’s degree in Finance, Economics, or a related field; MBA strongly preferred.
• Experience: 10+ years in strategic finance, corporate development, investment banking, private equity, or management consulting. Experience working with modern BI tools, data strategy, or data governance.
• Skills: Strong financial modeling, analytical, and problem-solving skills; ability to influence senior leaders and communicate complex topics simply and clearly.
• Bonus: Background in high-growth, multi-unit, or tech-driven environments.

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