Title/Role: Chief Financial Officer (CFO)

Industry: Global, Multi-Site, Service-Based Business

Location: Miami, Florida

Reporting: Reports to the Chief Executive Officer (CEO), Private Equity-Owned

CXO Source has been retained by our client, a private equity-owned global, multi-site, service-based business, to place a Chief Financial Officer. This specialty company is the market leader in its industry.

Summary of Position:

The CFO reports to the CEO and is responsible for all aspects of the finance function, including accounting and control, financial reporting, planning and forecasting, treasury, credit and collections, and tax. The successful candidate will (1) partner with the CEO to drive the business, (2) take a leadership role, (3) bring financial acumen and business process improvement, and (4) implement rhythm and rigor throughout the business. The CFO will work with the CEO and executive team to implement strategic objectives to: (1) grow revenue, (2) generate free cash flow, and (3) improve EBITDA margins, organically and via acquisitions.

Key Responsibilities:

Strategic Financial Leadership

Drive financial strategy aligned with the PE firm’s value creation goals.
Understand the business model and translate operational metrics into performance measures.
Provide strategic financial input and leadership for decision-making and long-range planning.

Treasury, Banking & Contracts

Establish policies for credit, collections, and financial obligations.
Optimize banking relationships and strategies to manage cash and investment risk.
Administer loan agreements and maintain adequate capital sources.
Manage bonding needs as part of financial risk and capital structure.

Cash Flow & Working Capital Management

Maintain liquidity oversight and working capital optimization.
Develop a 13-week cash flow forecast, understand cash sources/uses, and uphold fund integrity.

Budgeting, FP&A, and Margin Analysis

Lead budgeting and monthly forecasts, comparing actuals to estimates.
Deliver insights through forecasting, KPI tracking, and variance analysis.
Analyze cost structures and drive margin improvements.

Accounting & GAAP Compliance

Oversee accounting to ensure GAAP compliance, internal controls, audit readiness, and timely audits.
Ensure international entities meet audit and filing obligations.
Implement GAAP-compliant revenue recognition and manage work-in-progress.
Prepare accurate and timely financial reports per 10-day close.
Ensure compliance with tax code and regulations.

Board, Investor & Lender Reporting

Deliver timely reports to lenders, board, and PE firm, ensuring debt covenant compliance.
Execute timely monthly close, flash reports, and annual board reporting.

M&A and Exit Readiness

Lead financial diligence for acquisitions and support post-merger integration.
Prepare the company for sale, develop CIMs, and manage data rooms.

ERP & Systems Optimization

Leverage ERP, CRM, and reporting tools to drive accuracy and automation.
Collaborate with analysts and the PE firm to validate Power BI and improve dashboards.

Finance Team Leadership & Development

Build and lead a high-performing finance team across regions.
Travel globally to coach and upgrade talent in partnership with regional managers.

Lead IT & HR Functions

Oversee IT, including ERP and CRM optimization.
Support or oversee HR functions including benefits, insurance, and payroll.

Executive & PE Team Partnership

Partner with the executive team to execute strategy and drive performance.
Collaborate with the PE deal team on reporting, cash forecasts, and board presentations.

Qualifications & Requirements:

Education & Experience

10+ years of global, multi-site financial leadership in service-based businesses.
BS/BA in Finance or Accounting required; CPA, MS Finance or MBA preferred.
Experience in PE-backed environments, acquisitions, and exits.
Strong with ERP/CRM systems and direct lender/PE sponsor interface.

Leadership & Organization

Strong technical and analytical skills; proven talent development.
Able to build a high-functioning finance team and enforce accountability.

Action-Oriented & Hands-On

Willing to lead decisively with limited data.
Experience dissecting cost structures and identifying savings in partnership with operations.

FP&A and Operational Excellence

Strong financial planning, cost control, and EBITDA growth track record.
Skilled in developing processes and metrics to drive earnings growth.

Communication Skills

Excellent written and verbal communication and presentation ability.

Compensation & Benefits:

Base Salary: $275K+ (DOE)
Bonus: 30% of base, tiered (Threshold, Target, Uncapped Max)
Equity: Offered later in the process
Benefits: Medical, dental, retirement, vacation/holidays
Location: In-office, Miami, Florida

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