Purpose:

The Chief Financial Officer (CFO) is responsible for the firm’s overall financial strategy, stewardship, and performance. As a member of the executive leadership team, the CFO partners with the CEO, Board, and capital partners to support growth, ensure financial integrity, and optimize enterprise value.

This role oversees accounting, FP&A, and reporting functions, with significant responsibility for M&A valuation and diligence, Quality of Earnings analysis, external audit management, shareholder dividend planning and valuation, budgeting and forecasting, pro forma financial modeling, and financial reporting to capital partners.

Job Responsibilities:

Team Leadership & Operational Excellence

Lead, manage and hold accountable a high-performing FP&A and accounting team.
Implement systems and processes that scale with growth.

Strategic Financial Leadership

Serve as a strategic advisor to the CEO and Board on financial performance, growth initiatives, capital allocation, and risk management.
Develop and execute the firm’s long-term financial strategy in alignment with business objectives.
Provide data-driven insights and financial analysis to support executive decision-making.

M&A, Valuation & Transaction Support

Lead financial analysis and valuation for mergers, acquisitions, tuck-ins, and strategic investments.
Develop and review valuation models, including EBITDA and revenue multiples, discounted cash flow, and scenario analyses.
Oversee and evaluate Quality of Earnings analyses, identifying normalization items, risk areas, and sustainability of earnings.
Partner with legal, tax, and external partners throughout due diligence, transaction execution, closing, and post-acquisition integration.
Prepare acquisition and integration pro forma financial statements to assess accretion/dilution, cash flow impact, and returns.

Financial Planning, Budgeting & Pro Forma Modeling

Lead the annual budgeting process and ongoing forecasting.
Prepare and maintain pro forma financial models for organic growth initiatives, acquisitions, capital investments, and restructuring scenarios.
Monitor financial performance against budget and forecast and provide variance analysis.

Accounting, External Audit & Internal Controls

Oversee all accounting operations in accordance with GAAP and regulatory requirements.
Serve as the primary point of contact for external auditors.
Ensure effective internal controls and scalable financial processes.

Tax Strategy & Compliance

Manage firm-level and shareholder tax planning and compliance.
Oversee tax considerations related to transactions and entity structuring.
Partner with external accounting firm to coordinate quarterly and annual tax filings within given corporate structure

Capital Structure, Shareholder Equity and Dividends & Treasury

Manage liquidity, cash flow forecasting, credit covenants, and credit agreements.
Design and administer shareholder dividends, tax liabilities, and distribution strategies.

Reporting to Capital Partners & Stakeholders

Prepare and deliver timely financial reporting to the Board of Directors, capital partners, investors, and lenders.
Support investor communications, forecasts, and covenant reporting.
Identify and communicate to capital partners capital requirements for M&A

Equipment Used:

Standard office equipment
Cloud-based storage software
CRM software
Microsoft Office Suite
Expense reporting software

Hours:

Monday through Friday; 8 AM to 5 PM

Core Values:

The following values are essential to the success of the organization:

Culture of Excellence

Know Thy Number: Fully engaged in the team goals with a focus on results.

Be 200% Accountable: High communication and collaboration while offering a teammate support.

Embrace Vulnerability: Trust and vulnerability with teammates with a willingness to give and receive constructive guidance.

Disciplined

Implement Best Practices: Champion the process while seeking improvement for everyone involved. Work Hard: Remove distractions and do the hardest thing first.

Commit: Stay true to your word.

Authentic Leadership

Live an Integrated Life: Be the best version of yourself at home, work, and community. Seek the Truth: Have courage to speak it when necessary & say no to misdirection. Be Self Aware: Overcome fears by maximizing your strengths.

Aim for Excellence: Push yourself and others to raise the bar.

Passionate

Connect Your Role: Your unique ability improves the lives of others. Be Inspired: The right seat will intrinsically motivate you.

Tell Your Story: Share your personal experiences to help others.

Selflessness

Put Other’s Needs First: Place concerns of clients and team above self.

Be Empathetic: Use both emotional and cognitive empathy with others.

Practice Humility: Share success with the team.

Knowledge, Skills, and Abilities:

Proven experience with M&A valuation, Quality of Earnings analysis, and financial due diligence
Knowledge of tax strategies, budgeting, pro forma modeling, shareholder dividends, and capital partner reporting
Working knowledge of Generally Accepted Accounting Principles and Procedures (GAAP)
Progressive analytical knowledge and interpersonal skills
Excellent verbal, written, and presentation communication skills
High degree of accrual accounting and corporate structure knowledge
Self-driven, independent, adaptable, detail-oriented, and creative problem-solving skills
Highly detailed, accurate, organized, and able to think beyond the current process
Ability to build and maintain good rapport with internal and external customers and handle situations with
confidence, tact, and resourcefulness
Flexible, adaptable, with the ability to work under pressure to meet deadlines in a fast-paced environment
Proficient in the Microsoft Office suite

Education:

Bachelor’s degree in Finance, Accounting, Economics, or related field required
CPA, CFA, and/or MBA preferred

Experience:

10+ years of progressive financial leadership experience

CX Institutional LLC

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Chief Financial Officer