CFO Adivisor

Summit Federal Services, LLC•Fort Lauderdale, FL

About The Position

We are seeking an experienced CFO Advisor to support and coach our Chief Financial Officer in a state-level transportation, engineering, and inspection environment. This role is highly strategic and hands-on, focused on financial leadership, project analytics, dashboard reporting, and Deltek optimization. The ideal candidate brings deep experience working with Departments of Transportation (preferably Florida DOT) and understands the financial complexities of engineering, construction inspection, and professional services contracts. This advisor will help elevate financial visibility, improve project-level data analytics, and strengthen executive decision-making.

Requirements

Senior-level finance experience (CFO, Deputy CFO, or Financial Executive Advisor)
Strong experience with Department of Transportation projects at the state level
Direct experience with engineering and/or construction inspection firms
Advanced knowledge of Deltek (Costpoint and/or Vantagepoint)
Proven experience creating executive dashboards and financial reporting tools
Strong understanding of project-based accounting and analytics
Ability to coach, mentor, and advise senior leadership
Excellent communication skills with both financial and non-financial stakeholders

Nice To Haves

Florida DOT (FDOT) experience strongly preferred
Experience in professional services firms supporting transportation infrastructure
Background in data visualization tools (Power BI, Tableau, Deltek dashboards, or similar)
Experience in fractional or advisory CFO roles
Familiarity with audits, rate negotiations, and public-sector compliance

Responsibilities

Act as a trusted advisor to the CFO, providing executive-level financial guidance and best practices
Support budgeting, forecasting, cash flow planning, and financial strategy in a DOT-funded project environment
Provide insights on financial risk, margin improvement, and operational efficiency
Coach the CFO on advanced financial analysis and reporting approaches
Leverage Deltek (Costpoint / Vantagepoint) to improve financial reporting and project controls
Design and implement executive dashboards for: Project performance Earned value Contract utilization Labor efficiency Revenue recognition Margin and backlog tracking
Improve accuracy and usability of Deltek data for leadership and project managers
Translate complex Deltek data into clear, actionable insights
Develop and enhance project-level analytics for DOT, engineering, and inspection contracts
Help establish standardized KPIs for: Project profitability Schedule and cost variance Labor utilization Change orders and amendments
Train and mentor finance staff or leadership on using analytics to drive decisions
Identify opportunities to automate reporting and reduce manual analysis
Advise on state DOT financial requirements, compliance, and reporting standards
Provide guidance on: FDOT contract structures Fee schedules Audits and documentation Labor and overhead rate management
Ensure financial practices align with public-sector and transportation industry expectations