Financial Management Peer Groups
Finance leaders are doing more than just reporting results. They are shaping decisions, influencing growth, and helping the business operate with clarity, discipline, and confidence.
Strengthen Financial Leadership That Drives Business Performance
Finance leaders in system integration firms do far more than report results. They help leaders understand project profitability, improve forecasting, guide pricing decisions, manage cash flow, and provide the financial insight needed to grow the business with confidence. As organizations become more complex, Finance plays an increasingly strategic role in helping the leadership team make better decisions.
The Exotek Financial Management Peer Group brings together finance leaders from system integration companies to discuss the practical challenges of managing financial performance in project-based engineering businesses. In a confidential setting, members compare approaches, share experiences, and learn how peers are improving visibility, profitability, and financial discipline across their organizations.
Who you will collaborate with:
- Chief Financial Officers (CFOs)
- Controllers and Finance Directors
- Leaders responsible for financial planning and analysis (FP&A)
- Senior finance leaders responsible for forecasting, reporting, project accounting, and business performance
What you will discuss:
- Project profitability, job costing, and financial performance
- Forecasting revenue, backlog, cash flow, and business performance
- Pricing, margin management, and financial decision support
- Revenue recognition, WIP management, and project financial controls
- Financial dashboards, KPIs, and executive reporting
- Supporting growth, acquisitions, and organizational scalability
Why leaders join:
- Compare how peers are improving forecasting, pricing, and financial discipline
- Learn practical approaches to managing project-based financial performance.
- Discuss the unique financial challenges of engineering and system integration businesses with leaders who understand the industry.
- Strengthen Finance’s role as a strategic partner in driving growth, operational performance, and long-term business success.
Yes, I’m interested in seeing if this group is right for me.
Not what you're looking for? Explore other Exotek role-based peer groups.
Read our reviews
Parm Pawan
PMO Director
Thank you for your time and guidance throughout my time as a member of this peer group. I found it very interesting and valuable to converse with people in the industry that have similar successes and challenges. You are doing a great job as the moderator to facilitate and encourage discussion. I appreciate the acceptance in the group and the connections made.
Daniel Lee
President and CEO
Our meetings with Exotek and other like-minded members are always appreciated and well received. Our meetings allow for the group to discuss pertinent topics that we are facing and discuss possible solutions for all within our group. I highly recommend joining such a group!
Tom Wright
President
I look forward to our Exotek peer group discussions. It is always refreshing to hear new ideas and perspectives on issues we face every day. I am thoroughly impressed by the knowledge and experience of everyone in our group and their willingness to help others learn and grow.
Stacey Rodvelt
COO
I look forward to our Exotek peer group discussions. It is always refreshing to hear new ideas and perspectives on issues we face every day. I am thoroughly impressed by the knowledge and experience of everyone in our group and their willingness to help others learn and grow.
Jeff Miller
Director of Project Management
Interstates has been involved in peer groups for many years and if you are not currently a part of one I can personally vouch for how much value they will bring to your organization! We also have been using the Traction model in our organization for a few years and have found it to be very effective at helping our leader team focus on the right things and get things into execution. Thanks Exotek for offering this value to our CSIA organization!
Frank B. Riordan
President
I have been a member of an Exotek Peer Group since the start of 2014. Our group consists of 8 executives from a diverse set of companies and our meetings. The value from the group has been significant – in the time I’ve been a member, my company has more than tripled in size and has gone from two offices to eight. Having a sounding board of peers who understand my business has been invaluable. I would highly recommend an Exotek Peer Group for anyone looking to improve & grow their business.
PC Romano
President
I have been a member of an Exotek-led CEO peer group for many years, and have found tremendous value in it. We also have several of our people in some of the other functional peer groups. One great side benefit has been the relationships that have grown between the peer group companies, which in turn leads to collaboration on client projects. We’ve shared resources with most of the companies in our group, and I’d strongly encourage other CSIA companies to consider participating in facilitator-led peer groups.
David Blaida
P.E., CEO/President
Matrix Technologies has been part of a peer group for several years. As one of the shorter tenure leaders within the group, I have found great value in discussing the experiences, knowledge and forethought brought by the other executives. The key to the success of the group is the willingness to share and to help each other, all for the betterment of our industry. If you come to the group with the right mindset, it will certainly help you grow as a leader and as a company.
Ken O'Malley
PE, CFSE, President
We are a new member company to the peer group having joined a year ago. I have been impressed with the high-value sharing of ideas from knowledgeable and successful people with direct experience in our industry. It seems like we’re all focused on overcoming the same challenges, so the discussions are directly and immediately applicable to our business. If you get a chance to join one of these groups, I would highly recommend it.
Dave Patterson
Owner
Grantek has been extremely fortunate to be associated with an Exotek led peer group. Exotek facilitates this group of 9 CEO’s. Exotek’s industry knowledge and business experience has proven valuable as the group discusses various business challenges and exciting new opportunities. If you and your company are open to sharing your experiences and want to gain insight from a group of like-minded executives, these peer groups are for you. I have been involved with various peer groups over my business career and I can clearly state that the Exotek led group is by far my best experience.
Darren Jones
Integrator
Thanks for running another great meeting. You’re a master at corralling topics and keeping conversations relevant and moving forward while engaging all attendees. I must say that it has been a breath of fresh air to have dialog and insight both with you and the peer group members.
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