Chief Financial Officer – Private Equity Portfolio Company (Charleston, SC)
A leading private equity-owned organization is seeking an experienced Chief Financial Officer to oversee all back-office operations, including budgeting, reporting, forecasting, and M& A activity. The CFO will also collaborate closely with shareholders to provide business reporting, updates, and equity requirements for expansion. This is a full-time, exempt position based in Charleston, SC, with occasional travel across the U.S. to support integration and development projects.
Key Qualifications:
- Minimum 15 years of finance experience, including at least 5 years in executive-level management, preferably with prior exposure to private equity portfolio companies.
- Strong expertise in forecasting, financial modeling, and analysis, alongside excellent accounting and systems skills.
- Experience with corporate acquisitions, financial close and reporting, budgeting, planning, and integration of bolt-on assets.
- Exceptional communication skills, with demonstrated ability to prepare and present updates for board packages, management, and investors.
- Bachelor’s degree in Accounting or Finance required; CPA or CFA preferred.
Responsibilities:
Financial Leadership and Reporting
- Oversee financial management, including planning, budgeting, forecasting, and analysis.
- Ensure timely and accurate preparation of monthly, quarterly, and annual financial statements.
- Lead preparation and presentation of board and management reports, delivering clear insights into financial performance, risks, and opportunities.
- Maintain robust internal controls and ensure compliance with statutory, tax, and regulatory requirements.
- Manage annual audit process and relationships with external auditors.
- Integrate and onboard acquisitions, ensuring timely reporting and consolidation.
- Lead cashflow management, including refinancing and debt raising activities.
Systems, Processes and Controls
- Design, implement, and improve scalable financial systems, processes, and controls to support multi-site operations.
- Develop and embed best-in-class policies for financial operations, procurement, expense management, and capital expenditure.
- Ensure the finance function is structured and resourced to deliver accurate, timely insights as the business scales.
Stakeholder Management and Communication
- Act as a strategic partner in business planning, scenario modeling, investment appraisal, and major projects.
- Provide commercial insight to operational and investment decisions, ensuring alignment with shareholder objectives.
- Lead cashflow management and capital allocation decisions to support growth and financial stability.
This is an excellent opportunity for a strategic and engaged finance leader to drive value in a high-growth, private equity-backed environment.
Apply now or reach out for a confidential discussion. jerome.johnson@roberthalf com
• Minimum of 15 years of experience in financial leadership roles, including strategic planning and reporting.
• Strong expertise in treasury activities, financial statement analysis, and consolidated financial reporting.
• Proven experience in mergers and acquisitions (M& A) and corporate financial planning.
• Ability to design and implement robust financial systems and controls to support organizational growth.
• Exceptional quantitative and analytical skills, with the ability to interpret complex data and provide actionable insights.
• Demonstrated ability to manage cash flow, optimize working capital, and oversee debt and refinancing strategies.
• Outstanding interpersonal and communication skills, with a talent for building relationships across all levels of an organization.
• Proactive problem-solving approach with a focus on driving results in high-growth environments.
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