Finance Director - Business Partnering

Aliso Viejo, CA

The Arcticom Group (“TAG”) is a U.S.-based network of commercial and industrial mechanical services companies that provide HVACR service and maintenance and installation services. TAG is committed to being an “employer of choice” and ensuring employees have a home where they can learn and grow.  With competitive compensation and an attractive benefits package, TAG is an exciting place to work.

The Finance Director - Business Partnering is a senior finance leader embedded with operational leadership, serving as a strategic advisor, performance partner and catalyst for action. The role partners closely with the COO, Canadian GM, U.S. Service and Installation leaders, and the Executive Team to translate financial and operational performance into decisions that improve growth, margin, cash flow, productivity and accountability.

This is a highly commercial and operational finance role. The successful candidate will understand how the business works at a detailed level, challenge assumptions constructively, identify risks and opportunities before they appear in reported results, and help leaders convert insight into measurable action.

Primary Relationships

CFO  |  COO  |  Canadian GM  |  U.S. Service Leaders  |  U.S. Installation Leaders  |  Executive Team  |  Operational Leaders

What This Role Is

  • A strategic business partner who helps operating leaders make better and faster decisions.
  • A performance accelerator who connects operational activity to financial outcomes.
  • •A constructive challenger and forward-looking finance leader focused on action.

Key Responsibilities 

Business Performance & Executive Partnership

  • Act as the senior finance partner to assigned operational executives and become a trusted member of their leadership teams. And present financial results at all levels across the organization and executive levels.
  • Lead monthly business performance reviews, shifting discussions from reporting results to understanding drivers, outlook, actions and decisions.
  • Connect operational KPIs to revenue, gross margin, EBITDA, working capital and cash flow outcomes.
  • Provide concise executive commentary on performance, outlook, risks, opportunities and required decisions.
  • Challenge leaders constructively while maintaining strong, credible and collaborative relationships.

Forecasting, Planning & Decision Support

  • Lead the operational forecast and annual budget processes in partnership with business leaders.
  • Challenge assumptions across revenue, backlog, project execution, service activity, labor, productivity, pricing, gross margin and overhead.
  • Improve forecast accuracy and strengthen business ownership of forecast and budget assumptions.
  • Develop scenarios and sensitivity analyses for pricing, labor capacity, project mix, backlog conversion, investments and growth initiatives.
  • Translate complex analysis into clear choices and recommendations for executives.

Performance Improvement & Commercial Finance

  • Identify emerging risks and opportunities early, quantify the financial impact and establish specific actions, owners and timing.
  • Track delivery of agreed actions and ensure material variances do not remain unexplained or unresolved.
  • Identify opportunities to improve profitability, productivity, working capital and cash generation.
  • Partner on major customer, project, pricing, resource deployment and commercial decisions; assess project/customer profitability and business mix.
  • Build strong visibility into backlog quality, conversion, labor capacity and project economics.

Finance Transformation & Change Leadership

  • Lead finance-side adoption of new planning, reporting, analytics and performance-management processes.
  • Champion automated reporting and business intelligence to shift finance capacity from reporting toward insight and decision support.
  • Simplify management reporting and focus leadership attention on the metrics that most directly drive performance.
  • Strengthen financial capability within operational teams and improve understanding of business economics.
  • Partner across Finance to ensure high-quality information flows between accounting, FP&A and operational leadership.

Candidate Profile

The successful candidate will be a commercially minded finance leader who enjoys being close to the business and has the confidence to operate effectively with senior executives. They will combine strong analytical capability with curiosity, pragmatism and a bias toward action, and be equally comfortable diving into an operational issue, challenging a forecast and presenting a recommendation to the Executive Team.

Experience & Qualifications 

  • Significant progressive finance experience, including senior business partnering, FP&A, commercial finance or operational finance leadership.
  • Demonstrated experience partnering directly with senior operational executives and influencing business decisions.
  • Strong track record improving forecasting, planning and business performance disciplines.
  • Experience in a multi-location, operationally complex or field-service environment strongly preferred; service, construction, project-based or labor-intensive experience highly desirable.
  • Strong understanding of P&L management, cash flow, working capital, investment analysis and operational performance drivers.
  • Advanced financial modeling, scenario analysis and analytical skills; experience with modern AI & BI reporting tools.
  • Bachelor's degree in Finance, Accounting, Economics, Business or related field required; MBA, CPA, CMA or CFA equivalent qualification desirable.

Leadership Capabilities

Commercial Mindset: Understands business economics and focuses Finance on decisions that create enterprise value.

Constructive Challenge: Questions assumptions and pushes for clarity while building strong relationships.

Bias for Action: Moves quickly from issue identification to decisions, actions, ownership and timing.

Executive Presence: Communicates complex issues simply, confidently and credibly with senior leaders.

Business Curiosity: Seeks to understand how operations actually work, not just the financial statements.

Influence & Accountability: Changes outcomes through insight and credibility and follows through until actions are delivered.

Measures of Success
  • Improved forecast accuracy and earlier visibility into financial and operational risks and opportunities.
  • Consistent, action-oriented monthly performance reviews with clear ownership and follow-through.
  • Stronger business ownership of forecasts, budgets, operational KPIs and financial outcomes.
  • Reduction in unexplained or recurring variances and faster, better-informed decisions.
  • Measurable improvement in margin, productivity, working capital and cash generation initiatives.
  • Successful adoption of new reporting, planning and performance-management processes.
  • Recognition by operating executives that Finance is an essential partner in running and improving the business.

Total Compensation includes base salary, benefits, and annual bonus structure - commensurate with experience.