Chief Financial Officer (CFO)
Private Equity–Backed Platform Company
Compensation: Up to $350,000 base salary + performance bonus + meaningful equity participation
Role Overview
Our client is a newly created private equity–backed platform company entering an aggressive growth phase through acquisitions, organic expansion, and operational transformation. The organization is seeking a proven, execution-oriented Chief Financial Officer (CFO) to serve as a core member of the leadership team and a strategic partner to the PE sponsor.
This CFO will build and scale the finance function from the ground up, lead acquisition diligence and integration, establish institutional-grade financial infrastructure, and ultimately help position the business for a successful liquidity event.
The ideal candidate brings hands-on experience in PE-backed environments, has led multiple add-on acquisitions, and has played a direct role in at least one successful exit as CFO.
Key Responsibilities
Strategic Finance & Leadership
- Serve as a strategic partner to the CEO and PE sponsor, contributing to enterprise strategy, capital allocation, and long-term value creation
- Translate the PE investment thesis into actionable financial and operational initiatives
- Lead board-level reporting, investor materials, and financial storytelling
M&A Execution & Integration
- Lead financial diligence for platform and add-on acquisitions (QoE, valuation support, working capital, deal structuring)
- Own post-close integration planning and execution, including systems, controls, reporting, and KPI alignment
- Drive synergy realization, cost optimization, and margin expansion initiatives
- Build a repeatable acquisition and integration playbook to support continued M&A velocity
Finance Function Build-Out
- Design and scale all core finance functions, including accounting, FP&A, treasury, tax, and internal controls
- Implement scalable systems and processes (ERP, reporting tools, dashboards)
- Establish disciplined monthly close, forecasting, and budgeting processes
- Ensure GAAP compliance, audit readiness, and lender/investor reporting standards
Operational & Performance Management
- Develop robust KPI frameworks and dashboards to track performance across the platform
- Lead cash flow management, liquidity planning, and debt covenant compliance
- Partner with operations to improve unit economics, pricing, and cost structure
- Support operational leaders with data-driven insights and financial rigor
Exit Readiness & Value Creation
- Prepare the business for a future exit through data quality, reporting maturity, and operational transparency
- Lead sell-side readiness, including financial normalization, data room preparation, and advisor coordination
- Act as a key leader through the transaction process and exit execution
Ideal Candidate Profile
- Proven CFO experience in private equity–backed platform companies
- Direct leadership of multiple M&A add-on acquisitions, including diligence and post-close integration
- At least one successful exit as CFO (sale to PE, strategic buyer, or recapitalization)
- Experience building and scaling finance functions in high-growth environments
- Strong command of GAAP, financial reporting, FP&A, cash management, and deal finance
- Confident partner to CEOs, boards, and PE investment teams
- Hands-on, execution-first leader who can operate both strategically and tactically
Education & Credentials
- Bachelor’s degree in Finance, Accounting, or related field required
- MBA and/or CPA strongly preferred
Why This Opportunity
- Foundational CFO role at the platform level with direct influence on strategy and value creation
- Meaningful equity participation tied to exit outcomes
- Opportunity to build a finance organization and M&A engine from the ground up
- High-visibility role partnering closely with a PE sponsor and executive leadership team
- Positioned to lead through a full investment lifecycle — from platform build to exit
