About the Company

A rapidly growing technology services organization is seeking its first true Chief Financial Officer to help scale the business from approximately $500 million in annual revenue to more than $1 billion over the next several years. This is not a turnaround, restructuring, or accounting clean-up opportunity. The company has strong financial controls, clean audits, established lender relationships, and an experienced finance operations team already in place. The need is for a strategic finance leader who can build a world-class FP&A function, improve profitability, evaluate acquisitions, and help create the financial roadmap for the next stage of growth. The organization operates nationally, serves a diverse customer base across public and private sectors, and combines product resale, professional services, and recurring managed services offerings. The company remains founder-led, profitable, and growth-focused, with a long-term vision that may ultimately include public-company readiness.

About the Role

As CFO, you will serve as a key strategic partner to the CEO and executive leadership team. You will own financial planning and analysis, forecasting, margin improvement initiatives, acquisition evaluation, and long-range strategic financial planning. This role is ideal for a finance executive who enjoys operating at the intersection of strategy, operations, growth, and execution. The successful candidate will bring strong analytical rigor while maintaining the practical mindset necessary to support a fast-growing entrepreneurial organization.

Responsibilities

Strategic Finance & FP&A
Build and lead a scalable FP&A function
Own budgeting, forecasting, long-range planning, and financial modeling
Develop monthly and quarterly business review processes
Improve forecasting accuracy across multiple business lines
Provide actionable insights and recommendations to executive leadership
Serve as a strategic advisor to the CEO and operating leaders

Profitability & Margin Improvement
Analyze profitability across products, services, customers, and business units
Partner with operational leaders to improve service delivery economics
Evaluate pricing, utilization, staffing models, and resource allocation
Identify opportunities to improve operating leverage and financial performance
Develop reporting and visibility around margin drivers and profitability trends

Mergers & Acquisitions
Lead financial evaluation and diligence of acquisition opportunities
Build acquisition models and investment analyses
Evaluate revenue quality, customer concentration, working capital, and integration risk
Support transaction structuring and post-acquisition planning
Help drive inorganic growth initiatives

Corporate Finance Leadership
Lead corporate finance strategy and financial planning processes
Partner with accounting, operations, HR, legal, and executive leadership teams
Maintain strong lender, banking, and financial partner relationships
Ensure continued financial discipline and audit readiness while scaling

Qualifications

Significant FP&A leadership experience in a complex operating environment
Experience supporting product resale, distribution, technology services, managed services, professional services, or similar business models
Strong financial modeling, forecasting, and strategic planning capabilities
Experience partnering with executive leadership teams on growth initiatives
Track record improving profitability and operational performance
Experience evaluating acquisitions and supporting M&A activity
Ability to translate financial analysis into practical business decisions

Required Skills

The ideal candidate is an analytical and commercially-minded finance leader who enjoys helping organizations scale. This person understands how to build financial infrastructure without creating bureaucracy and can balance strategic thinking with practical execution.

Why Join?

Opportunity to build the strategic finance function for a growing organization
Direct partnership with an entrepreneurial founder and executive team
Significant influence on long-term company strategy
Opportunity to help scale a business beyond $1 billion in revenue
Active acquisition strategy and growth initiatives
Strong existing financial foundation
Potential long-term equity and incentive opportunities
Remote work environment with executive-level visibility and impact

Pay range and compensation package

Competitive executive compensation package including base salary, bonus opportunity, and long-term incentive potential. Compensation will be tailored to the experience and capabilities of the selected candidate.

Equal Opportunity Statement

Location: Remote within the United States with periodic travel to company locations, executive meetings, acquisition targets, and strategic business events.

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