Chief Financial Officer

Department: Finance

Location: Corporate Office

FLSA Status: Non-Exempt

Position Summary

Primary Responsibilities

The Chief Financial Officer serves as a key member of the executive leadership team and strategic partner to the CEO, Board of Directors, and private equity sponsor. The CFO is responsible for leading all financial functions of the Company, including accounting, FP&A, treasury, capital structure management, third-party lender relations, and Board reporting.

This role ensures the Company maintains strong financial discipline, covenant compliance, operational rigor, and scalable infrastructure to support continued growth in the organization.

Essential Functions

The Chief Financial Officer oversees accounting, financial reporting, FP&A, treasury, capital structure management, lender relations, and Board reporting.

Comprehensive oversight for financial reporting and accounting needs

Direct the timely preparation of all financial statements in accordance with U.S. GAAP, including monthly income statements, cash flow statements, and balance sheets
Lead and continuously improve the month-end close process
Oversee internal controls, accounting policies, and financial governance
Oversee the annual audit in partnership with third-party auditors
Ensure compliance with all federal, state, and local tax reporting and regulatory requirements

Private Equity & Board Reporting

Prepare and present monthly and quarterly financial packages to the Board of Directors and private equity sponsor
Lead quarterly Board meeting preparation, including detailed variance analysis, KPI reporting, liquidity updates, and strategic financial insights
Provide forward-looking forecasts, including annual budgets and scenario analyses to support strategic decision-making
Support value creation planning, performance tracking, and other initiatives typical of private equity-backed companies

Third-Party Debt & Bank Relationship Management

Serve as primary relationship manager with the Company’s third-party lender
Ensure full compliance with credit agreement terms and financial covenants
Oversee preparation and timely submission of covenant compliance certificates, borrowing base reports, and required lender reporting
Monitor covenants, including leverage ratios, fixed charge coverage ratio, minimum EBITDA thresholds, and liquidity metrics
Lead refinancing, amendment, or capital structure optimization efforts as necessary

Treasury & Cash Management

Perform all duties surrounding treasury and cash management, including detailed cash forecasting and working capital management
Maintain liquidity planning to support debt service requirements and growth initiatives
Monitor banking relationships and optimize capital deployment

Financial Planning & Analysis

Lead annual budgeting and rolling forecast processes
Monitor financial performance against budget and prior periods; analyze variances and identify trends
Partner with executive leadership to align operational KPIs with financial performance metrics
Identify opportunities to improve margin performance and operational efficiency

Growth & Strategic Support

Support evaluation, diligence, and integration of acquisitions or strategic partnerships
Analyze new service lines, contracts, and geographic expansion opportunities
Partner with operations leadership to strengthen financial discipline across the organization

Leadership & Infrastructure

Build and lead a scalable finance organization
Develop and mentor accounting and finance team members
Lead implementation or enhancement of scalable financial systems and reporting tools
Protect operations by keeping financial information confidential

Useful Skills & Experience

Experience serving as CFO or senior finance leader
Demonstrated experience in a private equity-backed company environment strongly preferred
Direct experience managing third-party debt facilities and covenant compliance preferred
Experience presenting financial results to Boards of Directors and private equity sponsors preferred
Strong understanding of GAAP, financial modeling, and capital structure management
CPA preferred; MBA a plus

Competencies

Financial Leadership
Strategic Thinking
Capital Structure Management
Board Communication
Financial Analysis
Accounting
Treasury Management
Project Management
Communication Proficiency
Collaboration Skills
Ethical Conduct
Stress Management/Composure

Physical Job Requirements

Typical office environment
Minimal travel may be required to visit company locations and attend Board meetings
Ability to speak, read, and write the English language

Working Environment

Most job duties will be performed at the corporate office; however, some work may be performed at satellite offices or Board meeting locations.

AAP/EEO Statement

It is the policy of the Company to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, Company will provide reasonable accommodations for qualified individuals with disabilities.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

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