Window and door chief financial officer job description

A window and door chief financial officer owns the budget, the cash and the reports for a company that takes deposits in the home and orders custom units before each install. They track margin by product and crew, plan cash around the seasons, and keep payroll and sales contracts inside the rules.

Median pay, specialty trade contractors · BLS, May 2025

$169,170 a year$81.33 an hour

Annual pay: 10th percentile $69,930, middle half $100,570 to $283,340, 90th percentile $386,670. Source: BLS Occupational Employment and Wage Statistics, May 2025, specialty trade contractors.

Reports to
Chief Executive Officer
Department
Finance
Schedule
Weekdays 8 to 5, longer at month-end · Template hours, longer days at month-end close, and limited travel for board and planning meetings
Also called
Vice president of finance · Director of finance · Finance director

Window and door chief financial officer job description template

This is our Role Blueprint, word for word. Replace the highlighted fields and adjust the example targets and pay to fit your company.

Download as Word file

Windows & Doors - Chief Financial Officer

Company Name:
[INSERT COMPANY NAME HERE]
Department:
Finance
Reports to:
[Chief Executive Officer]
Location:
[INSERT LOCATION HERE]

1. Position Summary

Lead the financial strategy for our Windows & Doors division to drive sustainable growth. Oversee budgeting, cost analysis, and cash flow management to ensure robust financial health. Collaborate with executive leadership to provide data-driven financial insights that support strategic decisions.

2. Essential Duties and Responsibilities

  • Develop, implement, and monitor comprehensive financial plans and budgets.
  • Conduct detailed cost analyses to identify cost-saving opportunities and optimize operational efficiency.
  • Secure and manage stable cash flow by overseeing treasury operations, financing activities, and investment strategies.
  • Prepare and present accurate financial reports to the executive team, highlighting trends and variances.
  • Ensure regulatory compliance and maintain effective internal control systems.

3. Key Tasks / Daily Activities

  • Review and update daily cash flow forecasts to ensure operational liquidity.
  • Analyze cost structures and operational expenses to recommend process improvements.
  • Meet with department heads to review budget adherence and support financial decision-making.
  • Monitor market trends and financial risks, adjusting strategies as necessary to safeguard the company’s assets.

4. Key Performance Indicators (KPIs)

  • Budget Variance: Maintain less than 5% deviation on all budgets.
  • Cash Flow Stability: Achieve a minimum positive cash flow margin of 10% monthly.
  • Cost Savings: Realize at least a 7% annual reduction in operational expenditures.
  • Financial Reporting Accuracy: Ensure 100% on-time submission of accurate financial reports.

5. Required Qualifications and Skills

  • Bachelor’s degree in Finance, Accounting, or Business Administration.
  • Minimum of 10 years of progressive financial management experience.
  • Strong analytical, budgeting, and forecasting skills.
  • Expertise in financial reporting, cost analysis, and cash flow management.

6. Preferred Experience

  • Experience in the home services or construction industry, particularly with windows and doors.
  • Proven track record of managing finances in a fast-paced, multi-departmental environment.
  • Familiarity with industry-specific accounting standards and regulatory requirements.

7. Physical Requirements

  • Primarily office-based role with standard sedentary work conditions.
  • Occasional extended periods of sitting and extensive computer usage.
  • May require light lifting of financial documents or personal items (up to 10 lbs).

8. Work Environment and Schedule

  • Typical work hours: Monday – Friday, 8:00 AM to 5:00 PM.
  • Limited travel required for industry conferences, board meetings, and strategic planning sessions.
  • Occasional extended hours during month-end closing and special project deadlines.

9. Compensation and Benefits

  • Salary Range: $150,000 - $200,000 USD per year, commensurate with experience.
  • Annual performance bonus based on achievement of financial targets.
  • Comprehensive Health, Dental, and Vision insurance plans.
  • 401(k) retirement plan with company match and additional fringe benefits.

10. Company Culture and Overview

  • We are committed to fostering a culture of continuous improvement and financial excellence.
  • Our team values innovation, collaboration, and a dedication to customer satisfaction.
  • We empower our employees to drive meaningful impact while growing both professionally and personally.
  • Join us in a dynamic work environment where your financial expertise will directly contribute to the success of our thriving Windows & Doors division.

11. How to Apply

If you meet the above criteria and want to be part of a growth-oriented company focused on customer satisfaction, please send your resume to [INSERT EMAIL HERE] or apply online at [INSERT WEBSITE LINK HERE].

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What a CFO handles differently at a window and door company

Budgets and cash work the same way in any trade. At a window and door company the money moves through kitchen-table contracts, custom orders and crews often paid by the opening, and each has its own rules.

  • Hold the order until the cancel window closes

    The FTC's cooling-off rule covers any sale at the buyer's residence priced at 25 dollars or more, with a few exceptions. The buyer's right to back out runs to midnight on the third business day, and a valid notice obliges the seller to refund every payment within 10 business days. Check your state's home sales rules as well. Keep deposits liquid until then, and hold custom orders until the window closes so a canceled job doesn't leave you with units no one can use. Source: eCFR: 16 CFR Part 429, Cooling-off rule for door-to-door sales.

  • Paying by the opening still owes overtime

    Installers on payroll are often paid per window or door rather than by the hour. Federal rules find a piece-rate worker's regular rate by adding the week's piece earnings, any production bonuses and pay for waiting or other hours worked, then dividing by all hours worked. Hours past 40 add half that rate again on top. Set up payroll to record every hour worked, not just the openings finished. Source: eCFR: 29 CFR 778.111, Pieceworker.

  • Remakes belong in job cost

    A custom window ordered at the wrong size usually can't go back to the plant. Book each remake against the original job with its cause, such as measuring, order entry, the maker or the install. That keeps margin by rep and crew honest, and it shows when the plant made the error so you can ask for a credit.

  • Commission is earned on installed jobs

    In-home reps are usually paid on commission, and a sale can still cancel or shrink before install. Pay commission when the job is installed and paid, or write clear chargeback rules for cancellations and for remakes the rep caused. Tie the rate to the price sold against your price book, so a discount lowers the rep's commission as well as the company's margin. Put the plan in writing and have it checked against your state's wage rules.

How much window and door chief financial officers make

The closest BLS group for window and door chief financial officers is chief executives. Chief executives who work for specialty trade contractors earned a median of $169,170 a year ($81.33 an hour) in May 2025, according to the Bureau of Labor Statistics. That’s below the $213,990 median for chief executives in all industries. About 3,830 of the 204,350 chief executives in that survey work for specialty trade contractors.

Pay is a salary, with an annual bonus set against the financial targets.

Specialty trade contractors
All industries
10th–90th percentileMiddle halfMedianAnnual pay, May 2025. Source: BLS Occupational Employment and Wage Statistics.
Annual pay by percentile
Group10th25thMedian75th90th
Specialty trade contractors$69,930$100,570$169,170$283,340$386,670
All industries$75,700$129,540$213,990$356,200$507,730

BLS doesn’t publish pay for chief executives at building finishing contractors on their own, so these figures cover specialty trade contractors. Post a real range for your market in the ad.

The pay line in the template above is an example from our Role Blueprint. Set yours from these figures and what local companies pay.

Skills to hire for, and what you can teach

Hire for these

  • Builds a weekly cash forecast from deposits, maker invoices and payroll
  • Costs each job by product, labor, delivery and remakes
  • Has run payroll for crews paid by the piece or by the job
  • Sets controls on refunds, credits and commission payouts
  • Explains margin to sales and install leaders without jargon

Teach these on the job

  • Your makers' pricing, rebates and dealer terms
  • The cancellation notice in your sales contract
  • How window and door units are measured and ordered
  • The CRM and job software your team uses

Finance here runs on the accounting system, a payroll service that handles piece rates and overtime, and job cost data pulled from the CRM and the makers' ordering portals. Ask candidates how they've tied those together, since a deposit, an order and an install often sit in three separate systems.

Window and door chief financial officer interview questions

Two of the 6 questions we'd ask, and what a strong answer sounds like. Ask every candidate the same questions, and rate each answer on your own before you compare notes.

  1. Situational · Evaluating financing offers

    Sales wants to promote a no-interest financing offer that carries a high dealer fee. How do you evaluate it?

    A strong answer: Models the fee against expected lift in close rate and job size, checks the effect on margin by job, considers pricing it in, and pilots it with a clear measure.

  2. Behavioral · Internal controls

    Tell me about a time you found a control gap or loss around customer deposits, lender funding or refunds. What did you do?

    A strong answer: Describes how it was found, how they protected evidence and people, the fix to the process, and how they confirmed it worked.

All 6 questions and the work exercise

Window and door chief financial officer KPIs

The template's figures are samples. Pick yours from your own books and seasons, and revisit them at budget time.

Budget Variance
Set actual spending and revenue against budget monthly, by department and product line, with a note explaining every line that runs over or under.
Cash Flow Stability
Take each month's operating cash flow as a share of revenue, and report it next to the deposits held for jobs not yet installed.
Cost Savings
Track operating spending against the prior year's base, and count a saving only once it shows up in the books.
Financial Reporting Accuracy
Log the date each report goes out against its due date, and count any figure restated later as a miss.

Career path

  1. BookkeeperPosts deposits, maker bills and payroll, and learns where job costs come from.
  2. ControllerRuns the monthly close, job costing, payroll checks and audits.
  3. Chief financial officerRuns cash, budgets, controls and the numbers the owners see.
  4. Chief executive officerTakes the top job and brings a finance view to growth decisions.

Other roles in a windows & doors business

All 21 are in the free Windows & doors Role Blueprint Super Bundle, as Word files you can edit.

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Window and door chief financial officer FAQ

What should a window and door CFO give the sales manager each week?

A short report by rep: jobs sold, average price against the price book, cancellations inside the three-day window, and remakes caused by the rep's measurements. Add the margin each rep's jobs earned once installed. Reps see sales; this shows them profit. Keep the format the same each week so trends stand out, and go over it with the sales manager before the sales meeting, not in it.

How much does a window and door chief financial officer make?

Chief executives who work for specialty trade contractors earned a median of $169,170 a year ($81.33 an hour) in May 2025, according to the Bureau of Labor Statistics. The middle half earned between $100,570 and $283,340 a year. Pay also depends on your local market, experience and bonus terms.

How does winter change a window company's cash plan?

In colder markets such as Wyoming, some homeowners put off tear-outs until spring, while crews, trucks and the office still cost money. Build the year's cash plan month by month, not as a flat average. Set a cash floor before the slow months, decide early whether crews take time off or pick up service and door work, and arrange a credit line during a strong quarter, before you need it.

What should a window and door CFO check in a maker's dealer agreement?

Read the payment terms, any volume rebates and the sales level that earns them, co-op ad money and its rules, how price changes are announced, and who pays the labor on warranty claims. Rebates tied to yearly volume change what a job is really worth, so build them into margin reports. Flag any clause that ties you to one maker across your whole line.

Who should own insurance renewals at a window company?

Usually the CFO. That covers general liability, workers' compensation, commercial auto for the trucks and any bonds that licenses or contracts call for. Before each renewal, pull the claims history, check that installers sit in the right workers' comp class, and walk the fleet list with the operations team. A clean safety record and good loss notes can matter as much as the broker you pick.

What physical work does the CFO template mention?

Very little. The CFO works at a desk; the 10-pound lifting line covers carrying file boxes, board binders or a laptop bag. Say so in the ad as a task, and discuss any adjustment a candidate asks for.

Sources

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