Company Description
Patriot Holdings International is a U.S.-based national provider of commercial facilities management and construction services, supporting multi-location clients across retail, restaurants, convenience stores, and property groups.
We specialize in responsive maintenance, project execution, and scalable service programs driven by consistency, accountability, and operational excellence.
Role Description
We are seeking a Finance Director to lead and own the company's end-to-end finance operations, reporting cadence, cash management discipline, and lender-ready financial infrastructure.
This role serves as the senior finance operator responsible for stabilizing and scaling the company's financial processes, maintaining operational cash visibility, improving reporting reliability, and supporting capital readiness initiatives. The Finance Director will play a critical role in driving financial accountability, strengthening controls, and ensuring the organization operates with disciplined forecasting and reporting practices.
The ideal candidate is highly operational, detail-oriented, and capable of building repeatable finance systems within a fast-paced U.S.-based services environment.
Reporting Structure:
- Reports To: Chief Executive Officer (CEO) with operational coordination support from Vice President, Business Operations
- Key Stakeholders: Operations Team, Sales Team, Executive Leadership, External CPA and Outside Counsel, AmeriFactors and Lending Partners, Summit Bookkeeping Team during transition period
What You'll Do:
Cash Forecasting & Financial Visibility
- Own and maintain the rolling 13-week cash forecast with weekly updates and leadership reporting
- Establish financial visibility practices that improve cash discipline and operational planning
- Monitor cash flow trends, identify risks, and escalate concerns proactively
Financial Reporting & Monthly Close
- Lead the monthly close process, including preparation of P&L statements, balance sheets, cash reporting, and trailing 12-month financial views
- Deliver accurate and timely financial reporting packages for executive leadership and external stakeholders
- Ensure consistency, reliability, and repeatability in monthly reporting processes
Accounts Receivable & Payables Management
- Oversee AR aging, AP aging, collections cadence, and vendor payment scheduling
- Implement escalation protocols for overdue balances and payment risks
- Improve collections discipline and working capital management across the organization
Lender-Ready Reporting & Capital Readiness
- Prepare lender-ready financial reporting packages including cash forecasts, aging reports, invoice histories, and supporting financial documentation
- Support capital readiness initiatives by maintaining financial controls, documentation inventories, and operational finance requirements
- Assist leadership with lender narratives, underwriting preparation, and financial due diligence processes
AmeriFactors & Working Capital Support
- Prepare financial data packages for invoice factoring and working capital evaluations
- Analyze AR concentration, factor cost modeling, and invoice histories to support financing initiatives
- Coordinate ongoing reporting requirements for financing and factoring relationships
Financial Controls & Operational Discipline
- Develop and implement financial controls, escalation triggers, and cash floor management processes
- Prevent operational instability through disciplined financial oversight and reporting cadence
- Build repeatable finance systems that reduce dependency on executive supervision
Cross-Functional Collaboration
- Partner with Operations on project-based cash flow visibility and vendor payment timing
- Collaborate with Sales regarding pipeline forecasting and customer payment terms
- Coordinate with external accounting partners, legal counsel, and leadership teams on finance-related initiatives
Finance Transition & Process Improvement
- Lead the bookkeeping transition and evaluate long-term finance structure recommendations
- Identify process gaps, operational inefficiencies, and reporting weaknesses
- Implement scalable finance procedures that support long-term company growth
What This Role Represents:
- The operational owner of the company's finance function and reporting discipline
- A strategic partner to executive leadership in maintaining financial stability and cash visibility
- A builder of repeatable systems, controls, and scalable finance infrastructure
- A decision-maker balancing operational urgency with disciplined financial governance
- A key contributor to capital readiness and lender relationship support
Required Qualifications:
Must-Have Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- CPA or equivalent Philippine accounting credential strongly preferred
- 8–12 years of progressive finance experience, including senior-level accounting or finance management experience for at least 3 years
- Proven experience preparing monthly close packages (P&L, balance sheet, cash flow) for U.S.-based small-to-medium businesses
- Hands-on proficiency in QuickBooks Online with operator-level experience
- Demonstrated experience managing rolling cash forecasts and operating cash discipline (rolling 13-week or equivalent operating-cash discipline)
- Strong written English communication skills for executive-level correspondence and financial reporting
- Ability to work U.S. Eastern Time business hours
Preferred Qualifications
- Experience supporting lender submissions, capital raises, or invoice factoring relationships
- Working knowledge of U.S. GAAP fundamentals and cash vs. accrual reporting practices
- Experience within construction, facilities management, or services-based industries
- Multi-entity accounting experience (relevant for the parent-LLC restructure if it goes substantive)
- Prior experience supporting U.S.-based companies from an offshore or remote environment
Core Competencies
- Financial reporting accuracy and operational discipline
- Cash flow forecasting and working capital management
- Analytical thinking and structured problem-solving
- Process development and financial controls implementation
- Executive communication and stakeholder management
- Operational ownership and accountability
Why Join Us
- Work with a growing U.S.-based operations team
- Fully remote role with high ownership and impact
- Opportunity to design and refine a pricing engine that supports long-term growth across markets and service lines.
