CFO Advisory - Maryland

This is an on-site interim CFO role with a field-service client in Laytonsville, Maryland, placed through Talent Shift. The engagement covers all core finance leadership activities during a leadership transition, with particular emphasis on board reporting, forecasting, and monthly close oversight. The CFO will work closely with executive leadership to convert financial performance into clear operational priorities.

Candidates with prior experience in HVAC, plumbing, home services, or multi-location service businesses are strongly preferred. Applicants must reside in the continental United States and hold current work authorisation. This role requires hands-on collaboration with the existing controller and accounting team.

• Lead preparation of board packages, financial presentations, forecasts, and decision-support materials
• Oversee monthly close and financial reporting processes, ensuring accurate and timely execution via the controller and accounting team
• Coordinate the annual budgeting process, including assumptions, stakeholder reviews, and approvals
• 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 functions throughout the leadership transition period

• Bachelor's degree or higher in accounting, finance, or a related field
• 7 or more years of relevant finance leadership experience
• Prior exposure to HVAC, plumbing, home services, or multi-location field-service organisations highly preferred
• Familiarity with service-driven revenue models and the operational drivers of field-service businesses
• Must reside in the continental United States and be legally authorised to work in the US (no visa sponsorship available)

Talent Shift, LLC is a professional staffing marketplace that connects experienced contractors with advisory, assurance, and tax projects at companies around the world. The business supports hybrid workforce strategies and is a subsidiary of Forvis Mazars, LLP.