We are seeking experienced finance leaders who have reached the CFO level (or equivalent) to step into a critical leadership role. This individual will replace a long-tenured retiring CFO and partner closely with ownership and executive leadership to support the company’s next phase of growth and operational evolution.
Organization Overview
The organization is a privately held, established operating company with a long history of stable performance and strong customer retention. The business operates in a mission-critical, service-oriented B2B environment characterized by recurring revenue, asset intensity, and a sizable frontline workforce.
The company is profitable, cash-flow positive, and conservatively financed, with the flexibility to support continued growth, operational investment, and organizational scaling. Leadership is focused on driving margin improvement, optimizing pricing strategies, and deploying capital effectively to support long-term value creation.
Role Overview
The Chief Financial Officer will serve as the senior financial executive and a key partner to the executive leadership team. This role combines strategic leadership with hands-on operational involvement, with a strong emphasis on pricing strategy, capital allocation, and margin expansion.
The CFO will oversee all core finance functions, including accounting, FP&A, budgeting, forecasting, and treasury, while playing a central role in driving profitability, improving operational efficiency, and supporting data-driven decision-making across the business.
Key Responsibilities
- Provide executive leadership for all financial operations, reporting, and planning
- Lead pricing strategy and analysis to enhance revenue quality and profitability
- Drive margin improvement initiatives, including cost structure optimization and operational efficiency efforts
- Oversee capital allocation and capex planning, ensuring disciplined investment decisions and strong returns
- Optimize cash flow, working capital, and overall capital efficiency
- Serve as a strategic advisor to ownership and executive leadership on financial and operational performance
- Lead systems modernization, reporting enhancements, and process automation
- Build, develop, and retain a high-performing finance organization (including future Controller hire)
- Oversee vendor relationships and external partners
- Provide oversight of enterprise risk, compliance, and related corporate functions
Candidate Profile
- Bachelor’s degree in Finance, Accounting, or related field; MBA or advanced degree preferred
- Proven experience at the CFO level (or equivalent) within an operationally complex organization
- Strong background in multi-site, service-oriented, or asset-intensive businesses
- Experience leading finance functions in environments requiring both strategic leadership and hands-on execution
- Strong command of financial reporting, FP&A, treasury, and business analytics
- Proven ability to partner with ownership and executive teams to influence business outcomes
- Experience scaling systems, processes, and teams to support growth
- Exposure to cross-functional leadership (e.g., IT, HR, operations support) is advantageous
