Company Overview
Apex Service Partners has been founded as a partnership of multiple leading businesses providing HVAC, plumbing and electrical services. While Apex’s “Partner Services” office was created only in 2019, many of our companies have been successful for decades; collectively, we already have over 10,000 teammates and are expanding very rapidly. While our market share is still single digits, we are the largest organization in “residential home services” and have a stunning (and recession resistant) growth potential.
This very fragmented industry is dominated by small and founder-owned businesses; our strategy is to execute significant organic growth initiatives and M&A – while building out best-in-class professional departments like Finance and Accounting at the Partner Services level (but execute the function locally, where possible). The right candidate will have leadership impact and visibility across the organization and be part of active, strategic conversations with senior executives including our CFO, CLO, President, and senior leadership team (whose support for this newly created role will be excellent).
Job Description – Director of Technical Policies & Transactions
Mission of the Role:
We are currently searching for an experienced technical accounting leader to help create and deploy accounting policies across the network in support of the company’s substantial growth plans. This role offers a unique opportunity to collaborate with the regional accounting teams in creating and deploying consistent accounting policies across the network, influencing transformative change within a rapidly expanding organization and improving the integrity of our reported results. This position is ideal for an accomplished professional with a strong background in transformational accounting who thrives in a fast-paced, entrepreneurial environment.
Responsibilities:
- Policy Leadership: Own the creation, documentation, and implementation of accounting policies across the Apex network, ensuring alignment with U.S. GAAP.
- Strategic Collaboration: Partner with regional accounting teams to validate current practices, identify gaps, and deliver targeted training and support.
- Transaction Oversight: Lead technical accounting for non-recurring and complex transactions (e.g., debt, equity, M&A), including drafting and reviewing technical memos.
- Audit & Compliance: Serve as the primary liaison with external auditors, defending accounting positions and facilitating smooth audit processes.
- Regulatory Monitoring: Stay ahead of accounting regulatory changes and assess their impact on Apex’s policies and reporting.
- Consultation Framework: Establish a network-wide technical accounting consultation process to support consistency and compliance.
- Team Development: Mentor and develop accounting talent, fostering a culture of excellence, learning, and continuous improvement.
Experience:
- BS/BBA in Accounting – CPA required
- 10-15 years of auditing experience with a CPA firm (Big 4 preferred), accounting department of a major corporation, or a combination thereof.
- Strong understanding of GAAP and the importance of internal controls
- Experience with interpretation of accounting guidance, specifically business combinations, revenue recognition and inventory preferred transaction review and documenting conclusions in technical memorandums
- Exceptional written and verbal communication skills, with the ability to translate technical accounting information for a wide audience
- Work closely with external auditors and tax advisors to facilitate a smooth audit process, providing all requested information and support
- Manage and participate in ad hoc projects focused on improving the quality of financial reporting and streamlining accounting processes
Personal Characteristics:
- Strong project management skills with the ability to lead and execute complex initiatives.
- Proven ability to manage multiple, competing priorities in a fast-paced environment.
- Strong communication, organizational and interpersonal skills.
- Ability to effectively communicate with executive leadership and cross-functional teams.
- Clear and demonstrable ability to “simplify the complex”, distilling technical accounting guidance into plain English that can be understood by non-accounting professionals
- Clear history of positive and constructive interaction with auditors to defend positions and drive the right outcome in a collaborative way
- Capability to work collaboratively with internal accounting team members to drive proper treatment of accounting transactions
- Ability to see through the current situation to stronger outcomes in the future, and the capability to inspire their teams to get there
- Clear capacity to think in complex terms and drive simplicity in a way that brings cross-functional partners along
- Strong learning agility and demonstrated capacity to learn the business environment and adapt strategies accordingly
- Building strength out of challenges – taking over tough situations and creating structure
- Ability to grow into larger senior leadership role as accounting department evolves and grows
Other:
Location: Tampa, FL
Travel: Roughly 15% to other facilities, conferences, etc
Compensation: Competitive
Other Benefits: medical, dental and vision coverage, competitive PTO, sick days, holidays, and 401k matching
