Climate Pros, LLC · 1 month ago
Director of Treasury, Risk and Fleet Management
Glendale Heights, IL
Full-time
Onsite
Director/Executive
10+ years expClimate Pros, LLC is seeking a Director of Treasury, Risk and Fleet Management to oversee the organization’s financial assets, insurance risk management, workers’ compensation programs, and fleet operations. This role is responsible for ensuring optimal liquidity, risk mitigation, cost-effective insurance coverage, and efficient fleet utilization while collaborating with operations to align financial strategies with regulatory compliance.
Construction
Responsibilities
Manage cash flow forecasting, liquidity planning, and banking relationships
Oversee short- and long-term investment strategies in alignment with company policy
Monitor debt levels and ensure compliance with loan covenants
Lead capital planning and financing initiatives
Cultivate and maintain bank and lending relationships
Develop and maintain the organization’s insurance portfolio (property, casualty, liability, etc.)
Experience leveraging and manager the broker relationship
Evaluate risk exposures and recommend appropriate coverage levels
Liaise with brokers, carriers, and internal stakeholders to manage claims and renewals
Implement risk mitigation strategies and ensure regulatory compliance
Administer workers’ compensation programs, including claims management and reporting
Collaborate with HR and Safety teams to reduce workplace injuries and associated costs
Monitor trends and recommend policy or procedural changes to improve outcomes
Ensure compliance with state and federal workers’ compensation laws
Oversee acquisition, maintenance, and disposal of company vehicles
Manage fleet budgeting, utilization, and performance metrics with operations
Ensure compliance with DOT regulations and internal safety standards
Coordinate with operations and logistics teams to optimize fleet efficiency
Qualification
Required
Bachelor's degree in Finance, Accounting, Business Administration, or related field; MBA or CPA preferred
10 - 15+ years of progressive experience in treasury, risk management, or financial operations
Strong understanding of insurance markets, workers' compensation regulations, and fleet operations
Excellent analytical, negotiation, and communication skills
Business Acumen and Risk Assessment Skills
Experience with ERP systems and treasury management software
Proven record of leadership, building teams, creating sustainable policies and procedures
Preferred
Strategic thinker with a hands-on approach
Ability to lead cross-functional initiatives
Strong vendor management and contract negotiation skills
Familiarity with regulatory frameworks (e.g., OSHA, DOT, state WC laws)
Strong interpersonal and communication skills
Company
Climate Pros, LLC
At Climate Pros, LLC, we are a leading commercial refrigeration and HVAC company specializing in the design, construction, and servicing of refrigeration systems across thousands of locations nationwide.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-01-04Acquired
Leadership Team
Todd Ernest
Executive Chairman
Company data provided by crunchbase