CFO Advisory - Maryland

This interim CFO engagement supports a field-service client in Laytonsville, Maryland, through a period of leadership transition. The role requires on-site presence and focuses on maintaining financial continuity, improving forecasting discipline, and ensuring the executive team has clear, actionable visibility into business performance.

The ideal candidate brings experience in HVAC, plumbing, home services, or similar multi-location, service-driven businesses, and can operate at both a strategic and operational level. With seven or more years of relevant finance leadership experience and a relevant degree, this person will partner closely with executive leadership and manage the existing controller and accounting team throughout the engagement.

• Lead preparation of board packages, financial presentations, forecasts, and decision-support materials
• Oversee monthly close and financial reporting processes through the controller and accounting team
• Coordinate the annual budgeting process, including assumptions, reviews, approvals, and stakeholder alignment
• Improve forecasting accuracy and strengthen forward-looking financial insights for management and sponsors
• Partner with executive leadership to translate financial results into operational priorities and business actions
• Maintain stability across all finance activities during the leadership transition period

• Bachelor's degree or higher in accounting, finance, or a related field
• Seven or more years of relevant finance leadership experience
• Prior experience in HVAC, plumbing, home services, or multi-location field-service organisations highly preferred
• Familiarity with service-driven revenue models and associated financial and operational drivers
• Must reside in the continental United States and be legally authorised to work in the US
• Ability to work on-site in Laytonsville, MD

Talent Shift, LLC is a professional marketplace that connects experienced contractors with advisory, assurance, and tax projects at companies across the globe. The firm supports clients navigating hybrid workforce strategies and is a subsidiary of Forvis Mazars, LLP.