Chief Financial Officer (CFO)
Role Overview
The Chief Financial Officer will serve as a strategic and operational finance leader responsible for building a scalable, high-performance finance organization and establishing best-in-class financial infrastructure to support growth, margin expansion, cash generation, and exit readiness.
This role is both transformational and hands-on, with clear expectations to upgrade talent, implement rigorous financial and operational controls, improve working capital visibility, and position the company for a future liquidity event. The CFO will act as a proactive business partner to the CEO and Executive Leadership Team, providing disciplined financial leadership, decision support, and value-creation insight across the organization.
Build and Lead a High-Performing Finance Organization
- Conduct a comprehensive assessment of the Finance and Accounting organization, identifying top performers and capability gaps.
- Recruit, develop, and install high-caliber leadership across Controllership and FP&A, ensuring a scalable and effective organization.
- Establish Finance as a trusted, proactive business partner to Operations and Sales, delivering insights that directly impact margin, growth, and execution excellence.
Build Decision-Grade Financial Infrastructure
- Establish a repeatable, GAAP-compliant monthly close process delivering final financial statements within 10 calendar days.
- Implement and own a rolling 13-week cash flow forecast with weekly variance reviews and accountability.
- Define and institutionalize a standardized EBITDA definition and adjustment framework.
- Lead structured monthly business reviews with executive leaders, clearly tying financial results to operational drivers.
- Deploy automated KPIs, dashboards, and business intelligence tools across Finance and Operations.
- Deliver clean annual audits with no material weaknesses or recurring deficiencies.
Lead Budgeting, Forecasting, and Long-Range Planning
- Implement a quarterly rolling forecast cadence to support dynamic decision-making.
- Lead a bottoms-up, zero-based Annual Operating Plan aligned to capacity, margin, and growth drivers.
- Build and maintain a multi-year long-range plan aligned with the company’s strategic priorities and value-creation initiatives.
- Partner closely with the CEO and Operations leadership to quarterback all operating reviews, budgets, and forecast updates.
Drive Working Capital Optimization and Cash Generation
- Establish and monitor core working capital metrics including DSO, DPO, DIO, and cash conversion cycle with clear ownership and accountability.
- Improve accounts receivable through disciplined billing, milestone invoicing, and collections rigor.
- Optimize accounts payable through vendor rationalization, payment cadence optimization, and automation.
- Reduce WIP and unbilled balances, translating cash improvements into measurable debt reduction and liquidity enhancement.
Establish Job Costing, Profitability Analytics, and Margin Expansion
- Define and implement a standardized job-costing framework covering labor, materials, subcontractors, freight, and overhead.
- Rebuild WIP and unbilled revenue processes to deliver accurate, timely margin visibility.
- Launch multi-dimensional profitability analytics across customers, projects, services, and geographies.
- Partner with Sales and Operations to drive margin expansion through pricing discipline, portfolio optimization, and exit of unprofitable work.
- Embed customer- and channel-level P&Ls into bid/no-bid decisions, pricing strategy, and long-term planning.
Position the Company for Exit and Ongoing Value Creation
- Build and maintain a perpetual, diligence-ready data room with financial, operational, and legal materials.
- Ensure Quality of Earnings–ready financials with fully documented adjustments and supporting schedules.
- Enable leadership to clearly articulate the company’s margin story, scalability levers, and cash conversion profile.
- Evaluate strategic and operating decisions through the lens of EBITDA quality, net debt impact, and exit multiple implications.
Qualifications & Experience
- Proven CFO in a private equity–backed, growth-oriented environment.
- Demonstrated success building, upgrading, and leading finance organizations.
- Deep expertise in GAAP accounting, financial reporting, budgeting, forecasting, and cash flow management.
- Strong experience with job costing, project accounting, and customer-level profitability analytics.
- Track record of working capital improvement, debt reduction, and cash generation.
- Prior experience supporting audits, Quality of Earnings, and exit transactions.
- Bachelor’s degree in Finance, Accounting, or related field; CPA and/or MBA preferred.
Leadership Attributes
- Hands-on, execution-oriented leader with a bias toward action and accountability.
- Strategic thinker who translates data into clear, actionable business insights.
- Trusted partner to the CEO and Executive Leadership Team with strong communication and influence skills.
- High integrity, disciplined, detail-oriented, and driven by continuous improvement.
