A great UHY client is seeking a CFO to join their team. The ideal candidate will have professional services experience, PE experience, and larger company experience.
The CFO role is an onsite position. This is a client direct hire position.
CFO: Strategic Financial Leadership:
- As part of the executive leadership team, actively contribute to the development of business strategy and strategic decision-making
- Develop and execute financial strategies, analytics, and Key Performance Indicators (KPIs) to monitor and measure company performance in support of its revenue and EBITDA growth objectives
- Collaborate with executive leadership and board members on providing financial insights, measuring growth initiatives, executing on M&A, integrating acquisitions, and deploying capital efficiently
- Continue to mature and evolve financial shared services operating model to support significant growth
- Develop the financial organization to scale the business to over $1 billion in revenue
CFO: Financial Planning & Analysis (FP&A):
- Lead the budgeting, forecasting, and long-term financial planning processes.
- Develop financial models to evaluate performance, identify trends, and support strategic initiatives.
- Ensure the ongoing development, management, and, where applicable, further automation of financial systems, financial planning and decision support, reporting, analytics, cash and balance sheet management, controls and accounting
- Deliver regular financial reporting and KPI analysis to executive leadership and the board of directors.
CFO: Accounting & Controls:
- Oversee the accounting team to ensure timely and accurate financial statements in accordance with US GAAP. Maintain current close process of 8 business days or less.
- Ensure strong internal controls, compliance with financial regulations and lenders, and partnering with PwC for a timely and accurate audit.
- Lead the implementation of financial systems and process improvements to enhance efficiency and reporting accuracy, and manage costs as the company continues to scale
CFO: Cash Management & Capital Optimization:
- Assume leadership of the financial structure and balance sheet.
- Manage cash flow, working capital, and liquidity to support business operations and growth plans.
- Oversee treasury functions to ensure cash optimization.
- Manage relevant banking and financial advisor relationships; interface with investors, lenders and lessors; manage bank credit lines, loans and capital leases; ensure capital structure optimization partnering with advisors as needed.
CFO: Mergers & Acquisitions (M&A):
- Participate in financial due diligence and integration efforts related to potential acquisitions.
- Assist in underwriting and forecast modeling for late-funnel acquisition using a replicable playbook so that senior management and the board can make the most informed investment decisions possible.
- Collaborate with external advisors and legal teams during M&A transactions.
- Ensure timely integration of systems and pro forma reporting post-close.
CFO: IT Management:
- Oversee the Information Technology department, ensuring that the IT infrastructure supports business needs effectively and efficiently.
- Collaborate with IT leaders to define and implement the technology strategy, focusing on data security, system integrations, and IT scalability to support growth.
- Ensure that IT investments align with overall business objectives and drive improvements in business processes.
CFO: Human Resources Management:
- Oversee the HR department, ensuring that recruitment, retention, and talent management strategies align with organizational goals.
- Develop compensation and benefits structures to attract and retain top talent, while ensuring competitive positioning within the market.
- Ensure compliance with all labor laws and regulations, and promote a healthy work environment.
CFO: Leadership & Team Development:
- Build, mentor, and lead a high-performing team.
- Foster a culture of accountability, collaboration, and continuous improvement.
CFO: Qualifications:
- Bachelor’s degree in Accounting, Finance, or related field; MBA and/or CPA preferred.
- 15+ years of progressive financial leadership experience, including CFO or other senior finance executive roles.
- Professional services industry experience required, e.g. accounting, legal, insurance.
- Prior experience in a successful PE-backed company, of similar size and scale, with direct involvement in financial reporting to PE sponsors.
- Demonstrated experience working in leveraged finance and driving initiatives to improve shareholder value, including liquidity events.
- Experience driving cash management, cost control and overall EBITDA performance of a stand-alone business or autonomous business unit.
- Strong financial modeling, forecasting, budgeting and analytical skills.
- Proven track record in M&A, due diligence, and post-acquisition integration.
- Expertise in financial systems including ERP platforms, EPM tools, and data analytics tools.
- Excellent communication and stakeholder management skills, with the ability to present complex financial information to executive teams, PE sponsors, and board members.
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UHY Advisors' Resource Solutions Group provides clients with accomplished professionals to support finance, accounting, internal audit and tax teams. Whether it is permanent placement, project work, loaned staff support or business process outsourcing–we are ready to meet your needs.
Our team has extensive experience with a wide range of clients from middle market, closely held organizations to large Fortune 500 companies. We focus on finance and accounting, internal audit, IT audit and tax. We offer direct, personal involvement from senior practitioners and strive to meet clients' needs rapidly.
