Chief Financial Officer - Metro Atlanta

Ideal Candidate Profile: An accomplished executive finance leader with deep expertise in mergers and acquisitions, capital allocation, private equity-style investments, and captive insurance strategy.

What: Lead enterprise financial strategy while partnering directly with the CEO to drive acquisitions, investments, international expansion, and long-term enterprise value creation.

When: Immediate executive leadership opportunity with significant long-term growth potential.

Where: Atlanta, Georgia.

Why: Join a rapidly growing, founder-led organization during a transformational stage of expansion and help build the financial foundation for a future investment platform.

Office Environment: In-office

Salary: $300,000–$350,000 base salary plus executive bonus, long-term incentive opportunity, and comprehensive executive benefits.

Position Overview

Our client is conducting a search for an exceptional Chief Financial Officer to serve as the CEO's strategic financial partner during the next phase of significant growth. This executive will lead enterprise financial strategy across a diversified portfolio of operating businesses while helping execute acquisitions, optimize capital allocation, expand a captive insurance platform, and support national and international expansion initiatives. This is a highly strategic leadership position focused on enterprise value creation rather than day-to-day accounting operations, with an established accounting leadership team already in place.

Key Responsibilities

Partner directly with the CEO on enterprise financial strategy and executive decision-making.
Develop long-term financial plans that support aggressive organic and acquisition-driven growth.
Lead financial evaluation, valuation modeling, due diligence, and integration of mergers and acquisitions.
Build scalable financial infrastructure, executive reporting, and enterprise KPI dashboards.
Oversee treasury management, banking relationships, financing strategies, and capital deployment.
Provide financial leadership for the organization's captive insurance platform, including growth strategy and capital optimization.
Evaluate investment opportunities using private equity-style financial analysis and portfolio management principles.
Support commercial real estate investment decisions and broader strategic investment initiatives.
Collaborate with legal, tax, banking, and external advisory partners on complex financial transactions.
Help establish the financial infrastructure and reporting capabilities necessary to support future investment platform initiatives.
Lead strategic initiatives that improve enterprise performance and long-term shareholder value.

Qualifications

15+ years of progressive executive finance leadership experience.
Demonstrated success leading finance within complex, multi-entity organizations.
Extensive experience with mergers and acquisitions, valuation, financial modeling, and due diligence.
Strong executive presence with exceptional communication and leadership skills.
Entrepreneurial mindset with the ability to thrive in a founder-led, high-growth environment.

Highly Preferred Experience

Captive insurance strategy and financial leadership.
Private equity, investment banking, or corporate development.
Capital allocation and enterprise value creation.
Portfolio company or diversified holding company experience.
Commercial real estate investments.
International business operations.
Treasury, banking, and corporate finance leadership.
Family office or investment platform experience.

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