Chief Financial Officer — Private Equity-Backed Platform Company
Location: Miami / Fort Lauderdale, FL Metro Area (on-site/hybrid, with regular presence at company headquarters) Reports to: Chief Executive Officer and Board of Directors Type: Full-Time, Executive Leadership
The Opportunity
Our client, a private equity-backed platform company headquartered in the Miami–Fort Lauderdale metro area, is seeking a Chief Financial Officer to lead the finance organization through its next phase of growth. Backed by a committed sponsor, the company is scaling rapidly, and its growth has begun to outpace its financial infrastructure.
The incoming CFO will institutionalize the finance function to match the company's trajectory — upgrading reporting, forecasting, systems, and controls while serving as a strategic partner to the CEO, the sponsor, and the Board. This is a high-visibility seat with meaningful equity participation, best suited to an executive who can bring big-company discipline without slowing down a fast-moving business.
Key Responsibilities
Financial Leadership & Performance Management
- Own the company's financial performance, bringing visibility to margin, profitability, and unit economics across products, customers, and business lines
- Partner with commercial leadership on pricing, customer profitability, and go-to-market investment decisions
- Establish the KPIs and management reporting that connect day-to-day operations to the sponsor's value-creation plan
- Align incentive and compensation structures with profitable growth
Working Capital, Treasury & Capital Structure
- Implement disciplined cash flow forecasting, including a rolling 13-week model, and treasury operations suited to a leveraged, sponsor-owned business
- Drive working capital improvement through billing accuracy, collections discipline, and vendor terms management
- Manage the company's credit facilities, covenant compliance, and lender reporting
- Ensure the capital structure and liquidity can support the company's growth plans without strain
Financial Operations & Systems
- Lead and scale the finance and accounting organization, including Controllership, FP&A, billing, payroll, and credit & collections
- Deliver a timely monthly close, consolidated reporting, and the board package expected by a private equity sponsor
- Upgrade the financial systems and technology stack, eliminating manual processes and improving data integrity from transaction to ledger
- Strengthen internal controls, audit readiness, and compliance across all jurisdictions in which the company operates
Strategic & Sponsor Partnership
- Serve as the primary financial interface with the private equity sponsor, lenders, and the Board
- Build and maintain the company's forecasting and long-range planning models, including scenario planning tied to growth initiatives
- Support add-on acquisitions, including financial diligence, valuation, and post-close integration
- Help shape the platform's equity story and prepare the business for long-term value realization
The Ideal Candidate
Required Experience
- 12+ years of progressive finance leadership, including CFO, VP of Finance, or senior finance experience in a high-growth operating company
- Experience in a private equity-backed or leveraged environment, including lender reporting and covenant management
- Demonstrated success scaling a finance function through rapid growth — upgrading people, processes, and systems without disrupting the business
- Strong command of U.S. GAAP, multi-entity consolidated reporting, and audit preparation
- Track record of improving working capital, cash conversion, and forecasting accuracy
- Advanced financial modeling and FP&A capability appropriate for sponsor and lender audiences
- Bachelor's degree in Finance, Accounting, Economics, or a related field
Preferred
- CPA and/or MBA
- Buy-side M&A experience, including diligence and post-close integration
- ERP or financial systems implementation experience (e.g., NetSuite, Sage Intacct, Microsoft Dynamics)
- Multi-state or international operations and compliance experience
- Spanish language ability, a plus given the South Florida market
Personal Attributes
- Operator's mindset with command of the weekly rhythms of the business — cash, billing, and collections — not just the monthly close
- Commercially minded partner to sales and operating leadership, not just a scorekeeper
- Hands-on and detail-oriented, with the ability to zoom out to sponsor-level strategy
- Direct, credible communicator who earns trust with the sponsor, lenders, and operating teams
Compensation
- Competitive base salary of $300,000 – $400,000, commensurate with experience
- Annual performance bonus with a target of 40%–50% of base salary
- Meaningful equity participation in the platform, aligned with value created through growth and eventual exit
- Comprehensive benefits package, including health coverage and retirement plan with company match
