Position Overview
The Chief Financial Officer (CFO) is a hands-on financial and operational executive responsible for leading the company’s overall financial strategy, accounting operations and business performance initiatives. This role partners closely with executive leadership to drive profitability, operational efficiency, disciplined growth and long-term strategic planning.
The CFO will oversee all core finance and accounting functions while serving as a key advisor across Sales, Operations, Technology and Human Resources. The ideal candidate is both strategic and operationally engaged, with the ability to lead teams, strengthen systems and controls, improve reporting and analytics and support executive decision-making in a fast-paced environment.
Key Responsibilities
Financial Leadership & Strategy
- Lead the company’s financial strategy, planning and performance management.
- Oversee all accounting operations, ensuring GAAP compliance and strong internal controls.
- Own monthly close processes, financial reporting and executive-level financial analysis.
- Provide strategic financial guidance to executive leadership and stakeholders.
Budgeting, Forecasting & Analysis
- Lead annual budgeting, forecasting and long-range financial planning
- Partner with Sales leadership on revenue forecasting and growth planning
- Analyze financial performance, trends and variances to drive business decisions and profitability improvements.
Operational Partnership
- Collaborate with Sales, Operations and Technology leaders to improve operational efficiency and financial performance.
- Evaluate pricing strategies, margins, productivity and cost optimization opportunities.
- Support strategic initiatives, capital investments and business growth planning.
Systems, Reporting & Process Improvement
- Oversee ERP systems, financial reporting tools and analytics capabilities.
- Lead process improvement and automation initiatives to enhance efficiency and scalability.
- Develop reporting structures and financial metrics to support operational visibility and decision-making.
Treasury, Risk & Cash Management
- Oversee cash flow, liquidity planning, accounts receivable, collections and credit management.
Qualifications
- Bachelor’s degree in Accounting, Finance or related field required
- CPA and/or Master’s degree preferred
- Five or more years of senior finance leadership experience, preferably in a CFO or Controller capacity.
- Strong background in financial strategy, accounting operations, forecasting and business analytics.
- Experience in operationally focused or growth-oriented environments preferred.
- ERP systems expertise and advanced analytical skills required.
Key Strengths
- Strategic and operational leadership mindset
- Strong financial planning, analysis and decision-making abilities
- Excellent communication and executive presence
- Ability to drive process improvements and scalable growth initiatives
- Collaborative leadership style with strong cross-functional partnership skills
- Hands-on approach with the ability to operate effectively in fast-paced environments
About Aris Amplify
This search is being conducted by Aris Amplify, a Charles Aris Inc. company. We specialize in connecting top-tier talent with growth-oriented companies across the country in accounting and finance, engineering and operations, sales and marketing, and HR and executive support — all on a contingent basis. We are committed to creating meaningful connections between exceptional talent and dynamic organizations through a focused, efficient and personalized recruiting process. Learn more about our approach at charlesaris.com/aris-amplify-recruiting-services.