About the Role
We are seeking an experienced and strategic Chief Financial Officer (CFO) to join our client's executive leadership team. The CFO will oversee all financial activities of a holding company and its subsidiaries, ensuring strong financial stewardship, optimal capital allocation, and rigorous performance management.
This role requires a leader with a proven track record in financial operations, investment analysis, and cross-industry financial integration. The CFO will play a critical role in guiding the company's growth, profitability, and risk management strategies.
Position Responsibilities
Strategic Financial Leadership:
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Develop and execute financial strategies aligned with the company's short- and long-term growth goals.
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Provide strategic recommendations to the CEO and board on capital structure, investments, and performance optimization.
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Lead financial due diligence and integration of acquisitions across multiple industries.
Financial Operations & Reporting:
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Oversee all accounting and financial reporting functions, including consolidation of financials across subsidiaries.
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Ensure timely and accurate preparation of monthly, quarterly, and annual financial statements in accordance with GAAP.
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Implement and monitor internal controls to safeguard company assets and ensure compliance.
Tax Strategy & Compliance
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Lead tax planning and structuring across all entities, including U.S. and international tax considerations (e.g., Egypt operations)
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Oversee coordination with external tax advisors and ensure compliance with federal, state, and local regulations
Audit Readiness & Governance
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Lead audit preparations, SOC compliance, and financial reporting for licensed entities
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Implement internal controls, policies, and compliance protocols across all business line
Modeling & Forecasting:
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Create and manage detailed financial models, pro formas, and forecasts for operating companies and new investment opportunities.
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Lead the development of annual budgets, scenario planning, and variance analysis across portfolio companies.
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Evaluate and report on the financial health of each subsidiary and the consolidated entity.
Balance Sheet & Asset Management:
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Maintain a robust understanding of accrual and modified accrual accounting principles.
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Oversee proper classification, booking, and valuation of fixed and intangible assets.
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Optimize balance sheet structure to improve return on invested capital.
Banking, Lending & Capital Markets:
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Build and maintain relationships with banks, lenders, and other financial institutions.
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Lead capital raising efforts including debt and equity financing, working closely with investment partners and advisors.
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Ensure compliance with loan covenants, reporting requirements, and credit facilities.
Data & Financial Analytics:
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Design and implement financial dashboards and KPI reporting systems across subsidiaries.
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Leverage data analytics to drive decision-making, operational efficiencies, and risk mitigation.
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Partner with operational leaders to analyze cost structures, pricing strategies, and margin improvement opportunities.
Business Automation & Technology Integration
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Partner closely with internal IT and data teams to drive business automation initiatives that streamline financial operations, reduce manual effort, and improve data integrity across entities.
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Collaborate with IT in the design and deployment of centralized data infrastructure solutions, including data lakes (e.g., Snowflake), pipelines, and reporting platforms.
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Evaluate and implement automation tools and integrations that enhance intercompany reporting, working capital visibility, and consolidated dashboards.
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Ensure finance systems and data sources are securely structured and optimized for scalability, audit-readiness, and actionable insights.
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Proficiency with Microsoft 365 (Excel, Power BI, Teams, SharePoint, OneDrive) is required; familiarity with scripting, macros, or low-code automation (e.g., Power Automate) is a plus.
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Champion a culture of digital innovation across finance and operations by identifying bottlenecks, recommending solutions, and leading cross-functional automation projects.
Investment Banking & M&A Support:
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Assist in evaluating M&A targets, performing valuation analysis, structuring deals, and post-acquisition integration.
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Prepare investment materials and financial packages for internal and external stakeholders.
Team Leadership & Development:
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Build, mentor, and lead a high-performing finance and accounting team across multiple entities and geographies.
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Foster a culture of accountability, continuous improvement, and financial discipline.
Qualifications:
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Education: Bachelor's degree in Accounting, Finance, or Economics required; MBA or CPA/CFA preferred.
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Experience: Minimum 10+ years in progressively senior financial leadership roles, preferably across multiple industries.
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Industry Expertise: Prior experience in real estate, financial services (debt or collections), and/or BPO preferred.
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Demonstrated mastery of GAAP accounting, financial modeling, forecasting, and financial analysis.
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Experience with ERP/accounting systems; QuickBooks, NetSuite, or other multi-entity platforms a plus.
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Strong understanding of banking relationships, debt instruments, and capital markets.
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Excellent communication and presentation skills with the ability to influence executive leadership and stakeholders.
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Ability to thrive in a fast-paced, entrepreneurial, and hands-on environment.
Core Competencies
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Experience managing financial operations across U.S. and international (offshore) entities.
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Familiarity with regulatory frameworks relevant to debt collection and financial services.
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M&A and private equity exposure.
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Strong project management and change management capabilities.
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High integrity, sound judgment, and a strategic mindset.
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Strategic planning and cross-functional execution
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Operational design and policy development
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Lending strategy and risk mitigation
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Service delivery and member experience
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Talent development and team leadership
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Vendor and technology management
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Regulatory compliance and reporting
Compensation & Benefits
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Competitive base salary plus performance-based bonus; $175k+
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Equity or profit-sharing opportunities
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Comprehensive health, dental, and vision benefits
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Retirement savings plan
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Flexible work arrangements (hybrid or remote eligible)
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Opportunity to shape the financial future of a growing, multi-sector enterprise
Aleron companies (Acara Solutions, Aleron Shared Resources, Broadleaf Results, Lume Strategies, TalentRise, Viaduct) are an Equal Opportunity Employer. Race/Color/Gender/Religion/National Origin/Disability/Veteran.
Applicants for this position must be legally authorized to work in the United States. This position does not meet the employment requirements for individuals with F-1 OPT STEM work authorization status.
