Chief Financial Officer

Please see details below and submit resume to info@petracustombuilders.com if interested.

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Compensation: $100,000 to $150,000 annually plus standard full-time benefits

Report: CEO

Objectives And Purpose:

The CFO holds the top financial position in the company. This role is closely connected with the management of liquidity and the development of strategic financial initiatives. The CFO is accountable for the operations of the financial department and serves as a strategic advisor to the CEO and leadership team. The CFO heavily emphasizes and acts in the interest of the long term performance of the company.

Position Duties And Responsibilities:

Leadership and Advisement

• Understands and acts to promote the mission, vision, and core values of the organization
• Advises CEO and recommends actions
• Leads financial department operations and personnel
• Serves as a strategic advisor to other executives

Financial Controls and Analysis

• Manages the financial reporting of the company
• Ensures the accuracy of the company’s financial metrics
• Assesses company performance according to financial metrics across time
• Recommends strategic actions for improvement

Financial Planning and Forecasting

• Manages the company budget and financial performance goals
• Models future company performance
• Recommends continuous improvement to the business model based on previous and current performance

Capital and Treasury Management

• Manages incoming and outgoing funds
• Optimizes cash flow through strategic financial and operational actions
• Manages the utilization of credit and balances the liquidity of assets to operational needs

Tax

• Manages the company’s tax compliance and reporting
• Forecasts tax obligations
• Optimizes tax obligations through strategic actions

Risk and Compliance

• Assesses potential risks facing the company
• Takes proactive action to mitigate known risks
• Manages financial strategy for mitigating unknown risks
• Audits company processes and data for compliance and integrity

1. Cash flow management – optimizes liquidity to meet current and upcoming demands Net cash makes changes less than 25% MoM   25%
2. Financial accuracy – maintains an accurate assessment of the organization’s current position, with emphasis on the state of overbilling (WIP) Financials are reported with a +98% accuracy by the 15th of the following month   40%
3. Forecasting/budgeting – provides projections to empower decisions towards reaching goals  Annual budget is prepared by Nov. 15th for the upcoming year Cash flow forecasts are updated monthly by the 15th day Budget performance forecasts are updated by the 15th day  25%
4. Risk mitigation – maintains strategy and tactics for mitigating known and unknown risks Provide market data, summary, and relevance to PCB by the 15th day  10%

Qualifications and Skills

• Adaptability and scalability
• MBA or 5+ years experience in financial management
• High business acumen
• Thorough knowledge of GAAP
• Leadership skills
• Personnel management experience
• High level of written and verbal communication
• Conflict management
• Negotiation skills
• Familiarity with financial technology

Controller

Please see details below and submit resume to info@petracustombuilders.com if interested.

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Compensation: $80,000 to $130,000 annually plus standard full-time benefits

Report: CFO

Objectives And Purpose:

The Controller is a managerial accountant with a wide range of accounting expertise. This role is able to seamlessly navigate between the macro and micro levels of the financial department. The Controller’s purpose is to ensure quality financial statement reporting by coordinating the payroll, AP, AR, and reporting functions throughout the department. The Controller is largely the technical counterpart of the strategic CFO.

Position Duties And Responsibilities:

• Oversee company accounting processes including compliance with GAAP and any special case situations.
• Prepare trial balances of the Income Statement vs. Budget, Balance Sheet, WIP, Statement of Cash Flows, AP Aging, AR Aging for the CFO’s endorsement.
• Maintains timeliness of reporting to meet or exceed deadlines.
• Develop, implement, and maintain financial controls and guidelines.
• Leverage department personnel to manage all accounts, ledgers, and reporting systems.
• Manage transactions and documentation of private contributions, debts, and shareholder equity events.
• Manages company treasury.
• Develop and enforce internal controls to maximize protection of company assets, policies, procedures, and workflow.
• Performs internal audits and compliance checks to ensure integrity of reporting systems.
• Monitor and proactively manage company funds for upcoming expenses based on projections.
• Provide leadership, management, and accountability of direct reports and responsibilities.
• Leverage department employees to maximize timely output of deliverables.
• Approve job close out accounting.
• Prepare and post WIP statement according to department procedure.
• Leverages external CPA in ongoing tax strategy.
• Maintains compliance with insurance policy limits and handles audits
• Calculates and audits salesperson commissions
• Adaptability and scalability
• 4 or more years experience in financial management
• Thorough knowledge of GAAP, accounting cycle, and accounting functions
• Leadership skills
• Personnel management experience
• High level of written and verbal communication
• Conflict management
• Negotiation skills
• Familiarity with financial technology

Staff Accountant

Please see details below and submit resume to info@petracustombuilders.com if interested.

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Compensation: $60,000 – $80,000 plus standard full time benefits

Report: Controller

Objectives And Purpose:

The Staff Accountant is a versatile accounting professional with a wide range of accounting experience. This role understands, manages, and performs many of the detail level functions in the department. The Staff Accountant’s purpose is to ensure quality financial reporting by performing the payroll, AP, AR, and job costing functions throughout the department. The Staff Accountant is the expert technician for most of the financial department functions.

Position Duties And Responsibilities:

• Create transaction entries for all accounts according to GAAP standards.
• Management of Accounts Payable and Accounts Receivable
• Prepare checks for approved invoices according to the company disbursement schedule.
• Perform account reconciliations and Month End tasks. Refer to the Month End checklist for specifics.
• Maintains Quickbooks job budgets with entry of original budget and subsequent change orders.
• Performs the setup of new jobs according to the Job Startup Checklist.
• Contributes knowledge of recurring expenses and upcoming costs to the development of operating budgets and performance projections.
• Assists with insurance audit preparation and construction use tax returns.
• Assists in training of department personnel.
• Prepares job cost reports for monthly budget reviews with PM/Superintendent.
• Prepares monthly Design Billing for review and release.
• Creates ad hoc reports – cost reports, billing summaries, HD trips, gas usage report, bi-monthly invoicing report, bank cost codes, vendor payments, etc.
• Processes payroll – imports time sheets, reviews for errors, and processes through Quickbooks payroll according to company payroll schedule.
• Remits payroll taxes, 401k contributions, and health insurance premiums.

Highest priorities of the role weighted by importance:

1. Timely completion of Month End listed duties 40%
2. Accurate Ledger Entries 40%  
3. Maintains expense transaction records (receipts or other verification) 20%

Role Dynamics:

1. This position has the authority to:

____ Hire and/or fire employees

____ Establish performance objectives for others

____ Conduct and sign performance evaluations

____ Place employees in a disciplinary process

____ Grant salary adjustments and/or increases

__  Change processes, procedures or schedules with approval

____ Change processes, procedures or schedules without approval

____ Change the objectives of the position

2. This position’s financial responsibility, authority and control is in:

__  Managing personal business expenses

__  Participating in the budgeting process

____ Preparing the final budget

____ Administering funds (signing purchase orders or checks)

____ Approving budgets of others

____ Meeting profit goals and controlling losses

____ Formulating policies

3. Decision-making authority in this position is demonstrated by:

__ Providing input or participating in the collection of data

__ Voting or influencing team decisions

____ Making decisions about processes or procedures

____ Making policy decisions

4. This position is held accountable for the following performance objectives:

 __  Personal performance objectives only

 ____ Directing or facilitating the work efforts of a team

 ____ Meeting a team, shift or business unit objectives

 ____ Multiple teams, shifts, or business units’ objectives

 ____ The business objectives of the entire organization

5. The consequences for the organization when mistakes are made in this position are:

 ____ Lost business opportunities

 __  Lost time

 ____ Lost equipment or resources

 __  Lost productivity

 __  Lost revenue or profits

 __  Lost reputation, image or credibility

 __  Lost financial integrity

6. Employees in this position have access to:

__ Cash/checks

__ Valuable inventory or merchandise

__ Vital systems and/or equipment

__ Customer lists

__ Financial data

__ Trade secrets

__ Negotiable securities

__ Bank accounts 

Role Requirements:

• 2+ years of accounting experience.
• Excellent communication skills, both written and verbal.
• Working knowledge of GAAP.
• Strong analytical skills.
• Good problem-solving and time management skills.

Bookkeeper

Please see details below and submit resume to info@petracustombuilders.com if interested.

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HR Specialist

Please see details below and submit resume to info@petracustombuilders.com if interested.

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Compensation: $75,000 – 95,000 salary with standard benefits

Report: Chief Financial Officer

Job Description

The HR Specialist serves to balance the needs of the employee with the needs of the organization. This role implements and maintains policies to promote workplace conditions that are mutually beneficial to the relationship, productivity, and satisfaction of the employee and the company. The HR Specialist is an integral part of making the company’s vision statement a reality to every employee and across the company as a whole.

Role and Responsibilities

• Upholds the organization’s Mission, Vision, Core Values, and HR Department Charter
• Recruits top talent through internally managed platforms such as LinkedIn, Indeed, Ziprecruiter, etc
• Manages third party recruiting agencies
• Issues Offers for Employment at the direction of relevant manager
• Onboards employees according to the Onboarding Checklist and hosts initial orientation meetings
• Offboards employees with a termination letter, benefits cancellation, and final paycheck
• Maintains a Cultural Guide and Employee Handbook based on current legislation
• Interfaces with third party HR services and labor attorneys to maintain compliance and reduce risk exposure
• Maintains compliance with FMLA, HFWA, COMPS, EPEW and other relevant legislation
• Utilizes DISC communication model to improve workplace communication and mediate conflict
• Administers employee benefits through enrollment, monitors participation, and comparison of compensation packages to market conditions
• Maintains job description database, organizational chart, and key accountabilities
• Keeps records of all performance evaluations, improvement plans, disciplinary actions, and compensation adjustments to be communicated to Finance
• Facilitates training and development along with employee’s direct supervisor
• Maintains a complete and compliant employee file for every employee
• Participates in the development of Employee Incentive initiatives (such as performance based bonuses) and collects performance data
• Manages resources for multilingual translation

Key Accountabilities

Performs quarterly HR compliance checkups and consultations with legal counsel

Performs Onboarding and Training functions with a 95% completion or better (as defined by Onboarding and Training Checklist, see link above)

Maintains 100% complete employee files as defined by the Template Employee File

Skills, Abilities, and Key Competencies for Success

• Three or more years experience in HR management
• Experience with construction administration preferred
• Strong task management and organizational skills
• Savvy with basic software like Microsoft Office, Google, Adobe, etc
• Practices thorough documentation and notation
• Good communication and interpersonal skills
• Well-developed organizational and self-management skills

Operations Specialist

Please see details below and submit resume to info@petracustombuilders.com if interested.

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Compensation: $70,000 to $90,000 annually plus standard full-time benefits

Objectives And Purpose:

The Operations Specialist is the “Pipeline Champion”. This role facilitates the processes of project development, design, estimation, permitting, and other preconstruction tasks. The Operations Specialist increases efficiency between the point of first impression with a client and the point a proposal is presented. The OS serves the organization by ensuring the quality and timeliness of the process through driving project timelines and holding departments accountable to commitments. The OS acts as a point of accountability and project manager for jobs moving through the pipeline.

Position Duties And Responsibilities:

• Facilitate communication between departments utilizing DISC.
• Leverage department leaders to improve the speed and quality of deliverables between departments.
• Maintain metrics on the percentage complete of deliverables handed off between departments.
• Support stakeholders in their accountability to commitments made.
• Manage engagement and timelines of third party services that are auxiliary to Design Service Agreements.
• Track and report monthly conversion metrics of projects in the Pipeline to leadership.
• Forecast construction contract sales dates and update master schedule.
• Manages the Pipeline meeting, commitments, and next steps.
  • Records account of commitments made vs completed on time.
• Maintain a safe, secure, and confidential working environment.
  • Act as an employee advocate and conflict resolution mediator. Escalates concerns to Human Resources when appropriate.
• Prepare and submit demo, building permits, and SPR applications with municipalities.
• Assist departments in developing and implementing approved changes to processes.

Key Accountabilities:

1. Pipeline output meets or exceeds the revenue of production quarterly, and 125% of the revenue production annually.
2. Project development timelines (contract dates) are maintained and updated on the master schedule monthly by the 25th.
3. Deliverables between departments are 95% complete, or better, as defined by handoff checklists.

Required Skills And Competencies:

• Understands and displays influential leadership skills
• Three or more years of personnel management experience
• Understanding of general business functions such as HR, Finance, Marketing, etc
• Education in business or business management preferred
• Previous experience in construction administration a must
• Ability to model company processes as flow charts or similar
• Strong communication skills
• Embraces an analytical and performance based mindset

Senior Estimator

Please see details below and submit resume to info@petracustombuilders.com if interested.

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Compensation: $95,000 to $145,000 salary per year plus standard full-time benefits

Reports to: Director of Operations

Objectives And Purpose:

The Senior Estimator builds accurate estimates for upcoming proposals. This role efficiently coordinates a team to accomplish a high volume and speed of estimation. The Senior Estimator has an advanced knowledge of construction methods and cost components.  This role has final ownership of information being handed off to the sales department prior to a proposal delivery.

Duties And Responsibilities:

• Prepare accurate estimates of the projected cost of materials, equipment, labor, subcontractors and other resources for each specific project
• Forecast and price the most reasonable means and methods of construction
• Effectively and consistently communicate the status of estimates with Sales and their projected completion
• Use historical data to efficiently generate rough estimates
• Coordinate subcontractor bidding to maximize competitive pricing and improve budget accuracy
• Conduct trade walks with Production Manager, Superintendent, Designer, and Estimator
• Build final proposals with key cost component budgets backed by subcontractor bids
• Recommend and incorporate a reasonable contingency considering risks and unknowns
• Thoroughly review subcontractor bids for scope consistency
• Consult Director of Production to evaluate scope difficulties, project schedule, and labor resources
• Attend all Estimation Kickoff meetings, Design/Estimation Reviews, and Production Kickoff.
• Lead the Design/Estimation/Sales handoff meeting to present completed work
• Oversee and perform the conversion of the Estimation (Drive folder) to Job Book
• Enforce high standards of organization throughout all working estimation documents
• Verify the consistency between the estimate, scope of work, and finish schedule
• Verify all subcontractor bids and budgets are in alignment with the estimate, scope of work, and finish schedule
• Review and endorse all products of the estimation department before handing off to subsequent departments
• Thoroughly document all assumptions, exceptions, and exclusions used during the estimating process
• Ensure estimates are contractually valid and in alignment with expectations set
• Research and propose new policies, practices, and procedures to improve the department performance
• Expand construction resources by investigating new trade contractors and suppliers
• Apply new knowledge technological developments to the department

Required Skills And Competencies:

• Highly organized – capable of managing a large amount of information through great organization and reliable systems
• Comfortable and experienced in a personnel management and leadership position
• Highly knowledgeable in construction methods and process
• Savvy with technology and software like Excel, Word, Bluebeam, Buildertrend, and others
• Highly developed skill set of interpreting architectural and structural plans
• Strong prioritization of tasks and management of deadlines
• Exceptional data management skills
• Driven to improve the departmental processes
• Practices thorough documentation and notation
• Good verbal communication and interpersonal skills

Estimator

Please see details below and submit resume to info@petracustombuilders.com if interested.

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Reporting Relationship: Senior Estimator

Compensation: $70,000 to $125,000 annual salary plus benefits

Objectives and Purpose

The Estimator is able to dissect a construction project into components and calculate costs. This role requires a technically strong and detail oriented mindset to ensure the project scope is completely accounted for. The Estimator leverages software resources, historical data, trade partners, and other construction professionals in the company to assemble the most accurate, complete, and clear cost information about a proposed scope of work.

Overview & Principal Responsibilities

• Assist Senior Estimator in preparation of project estimates. Manage data of projected costs as determined by Senior Estimator.
• Coordinate bidding of subcontractors and suppliers. Take the total project scope of work and define it by trade.
• Track which plan sets have been circulated to which vendors and which vendors have returned a bid.
• Effectively communicate the status of estimates with the Senior Estimator. Provide information regarding the development and progression of estimates through completion.
• Assist in identifying scope inconsistencies with returned bids from subcontractors.
• Manage incoming information regarding updates to design documents, structural drawings, building department redlines, and architect responses.
• Translate and incorporate the subcontractor bids into the project estimate.
• Schedule trade walks with suppliers and subcontractors.
• Assist Senior Estimator in managing and achieving completion or proposals by the deadlines as updated in the weekly pipeline meetings.
• Verify the Scope, Cost Summary, and Plans are consistent. Ensure that all documents are completely prepared before the turnover to sales.
• Assist Senior Estimator in expanding the trade contractor resource database. Assist in developing new trade contractor relationships.
• Assist in tracking changes to the scope of work from the initial estimate to the final proposal. Work with Senior Estimator to break out additions and alternatives when needed.
• Assist in maintaining the filing standards of the Google Drive database. Ensure the Estimation folder is prepared and converted to the Job Book folder at the appropriate time.

Skills, Abilities, and Key Competencies for Success

Prioritizes accuracy of information and projected job costs.

Exceptional data management skills.

Driven to improve the departmental processes.

Technically oriented and software savvy. Applies technology to advance the efficiency of the role and department.

Practices thorough documentation and notation.

Good verbal communication and interpersonal skills.

Intermediate knowledge of the building and construction process.

Highly developed organizational and self-management skills.

Project Developer

Please see details below and submit resume to info@petracustombuilders.com if interested.

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Compensation: $$65,000 – $75,000 base salary, sales commissions, and standard benefits

Report: Director of Sales

Job Description

The Project Developer has a strong understanding of the sales, design, and preconstruction processes. They excel at cultivating leads, building relationships, and managing expectations. This role has strong social skills and the ability to showcase culture, values and the customer experience value-add. The Project Developer has both strong sales skills and construction knowledge. This role guides the client through project development and ultimately closes deals on Construction Agreements.

Role and Responsibilities

• Lead intake and preliminary qualification of leads
• Manage sales activities in CRM software (Buildertrend / Pipeline)
• Develop strong, ongoing relationships with prospects and customers
• Lead initial sales meetings with prospects to define scope of work and desired investment
• Lead the design service introduction meeting
• Lead budget check in meetings throughout development
• Meet or exceed defined KPIs such as sales volume and margin
• Monitors projects throughout development for scope creep, budget concerns, and key client decisions
• Coordinate with Production and Design to target upcoming sales dates and timeline for construction
• Work with Sales Director/Design to create, plan, and deliver presentations
• Effectively closes deals on Design Service Agreements and Construction Agreements
• Develop and implement sales techniques and strategy through training, data analysis, and feedback
• Maintain relationships with existing clients to ensure PCB’s service is meeting/exceeding expectations originally set in the development phase
• Understands and advocates for the customer experience during development

Skills and Core Competencies

• Strong interpersonal and communication skills
• Intermediate construction knowledge
• Intermediate knowledge of construction costs
• Previous sales training preferred
• Highly responsive person who is easy to contact by email, phone, text, etc.

Senior Designer

Please see details below and submit resume to info@petracustombuilders.com if interested.

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Compensation: $75,000 to $125,000 salary per year plus standard full-time benefits

Report: Director of Operations

Objectives And Purpose:

The Design Project Manager is a blend of organization, collaboration, creativity and construction. They effectively guide clients through the design process from the time the initial Design Service Agreement is signed to the time it is turned over for production. Their primary role is to organize the design process, allocate resources, and maintain timelines for successful project completion. The Design Manager exhibits the skills of a Designer II, in addition to managing resources and personnel required to complete the design process.

Position Duties And Responsibilities:

• Manage design partners and in house resources to create a quality set of design documents with specified finishes.
• Manages the production of design documents through the process of as-built documentation, architectural/space development, and finish selections.
• Maintains clear definition of the scope of design services sold to the client.
• Coordinates partners and in house resources to fulfill the scope of service.
• Proactively identify and negotiate changes in the scope of work between design partners and clients.
• Monitors and negotiates the cost of resources against the project budget.
• Establish and maintain clear and effective communication channels with all parties both internal and external.
• Establishes and maintains project schedules through the design process.
• Manages project schedules and proactively identifies solutions to upcoming problems.
• Drives schedules to complete the design process by key deadlines.
• Leverage estimation and production resources to monitor feasibility and cost drivers of design projects.
• Demonstrates outstanding time management and organizational skills, ability to work on multiple projects simultaneously, adhere to deadlines and work within budgetary constraints.
• Manage the production of final construction plans, written scope, finish schedule, and presentation portfolio by the design team.
• Coach, encourage, and provide leadership to direct reports and other team members to increase performance.

Required Skills And Competencies:

• Three or more years of experience
• Comfortable in a personnel management position
• Strong communication skills
• Ability to set and manage expectations for clients and teams
• Proficient in reading construction drawings
• Ability to draw, read, redline: Dimensioned floor plans with Notes and General Conditions, Elevations, Millwork, and Finish Schedule
• Architectural/drafting experience is highly preferred
• High level knowledge of construction costs

Designer

Please see details below and submit resume to info@petracustombuilders.com if interested.

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Compensation: $95,000 to $115,000 salary per year plus standard full-time benefits

Report: Senior Designer

Objectives And Purpose:

The Designer is a unique blend of creativity and construction. You use creative influence to  translate an idea into a tangible custom product for the client. This requires strong interpersonal communication skills to effectively guide clients through the design process from initial sales meeting to project completion.

Position Duties And Responsibilities:

• Assist in the sale of Design Agreements by attending presale client meetings
• Understand, translate, and execute the client’s vision within budget parameters
• Document existing conditions through notes, photographs (will be trained on Matterport operation)
• Manage and guide client ‘selections and finishes’ approval process
• Produce and document initial scope of work
• Develop and present mood boards, selection portfolios, or other presentation materials to illustrate the overall design aesthetic of project
• Create conceptual space plan and interior elevation sketches to send to the draftsperson
• Accurately document selections in the Finish Schedule
• Establish and maintain clear and effective communication channels with all parties both internal and external.
• Obtain approvals from the client for all specified finishes and ensure that any unapproved finishes are communicated as allowances to the estimator
• Meets deliverables according to established procedures and deadlines

Required Skills And Competencies:

• Knowledgeable and current on product lines, vendors, and industry trends
• Ten or more years of experience
• Strong communication skills
• Ability to set and manage expectations for clients and team
• Diversity in styles and creative influences with the ability to adapt to the design requirements of the client to execute their vision
• Ability to draw, read, readline construction drawings such as: space plan, finish plan, finish schedule, and elevation drawings
• Proficient comprehension of architectural nomenclature
• Experience with drafting software is highly preferred
• Ability to transition focus between a high level project scope and minute design details
• General knowledge of construction costs recommended