Our client is an organization that recently partnered with a highly successful private equity group. They are a leading provider of exterior restoration services, with a primary focus across the Southern United States. Founded in the early 2000’s, the Company has established a strong regional presence across multiple locations in the Southeast and maintains the operational capability to deploy skilled crews throughout the broader region.
The Company benefits from a resilient business model supported by non-discretionary demand drivers, including aging infrastructure, severe weather conditions, and increasingly stringent safety and compliance standards.
This is a fantastic opportunity for an energetic and hands-on finance executive to join an organization with promising growth, and to work alongside the leadership team and the investors to meaningfully scale the business.
The following initiatives are expected to be central priorities for the incoming CFO during
the first year in the role:
Establish Financial Reporting Infrastructure
- Build systems for monthly POC (percentage-of-completion) closes and develop accurate forward-looking forecasting capabilities.
- Improve close speed, reporting accuracy, internal controls, and chart-of-accounts design.
- Collaborate with project managers to update estimates-to-complete and ensure flow-through to expected job margins.
- Stand up decision-grade reporting and KPI dashboards used by management and the PE sponsor team.
Implement Cash Flow & Working Capital Discipline
- Own the 13-week cash flow forecast with weekly actual vs. forecast analysis and a specific focus on DSO and DPO.
- Manage working capital dynamics unique to a project-based construction services business, including retainage, WIP, billing cycles, and the gap between revenue recognition and cash collection.
- Optimize vendor spend and strengthen liquidity management and capital structure oversight.
Build KPIs That Drive Field Behavior
- Define, track, and present service- and construction-based KPIs that connect branch, customer, labor, and procurement decisions to EBITDA and cash conversion.
- Collaborate with branch managers to implement reporting KPIs that keep jobs on track.
- Translate job-level data into analytics non-finance field leaders can act on, recognizing that margin is won or lost at the estimate and change-order stage — not at month-end close.
Prepare for M&A Activity
- Support add-on sourcing and diligence across the 90+ identified targets in their core Southern geographies (AL, AR, FL, GA, LA, NC, SC, TN, TX, VA).
- Ensure the core business can absorb acquisitions without disrupting reporting, including financial consolidation across multiple ERPs or financial systems.
- Partner with PE sponsor on deal execution, financial modeling, valuation, and post-close integration planning.
Build a Lean, High-Performing Finance Team
- Operate as a player-coach; not looking to build a large team until the business has the need as it scales.
- Establish credibility with the PE sponsor, lenders, auditors, and the Board while holding business leaders accountable for delivering against financial performance goals.
- Evaluate the existing finance organization, identify talent gaps, and selectively hire to support growth.
Drive Systems & Process Modernization
- Assess current systems and lead the selection and implementation of a modern ERP platform capable of supporting a multi-branch, project-based operation.
- Integrate financial systems with job-costing and operational tools to support real-time performance visibility.
- Ensure quality-of-earnings readiness and improve financial transparency in preparation for a future exit.
Preferred Experience
- At least 15 years experience as a prior CFO or VP Finance
- Experience in a private equity-backed company; credible with sponsors, lenders, and auditors.
- We will consider someone reporting directly to a CFO today, with a demonstrated track record of accomplishments, and is ready to “step-up” into the CFO role.
- M&A experience including, diligence, financial modeling, and post-close integration (the sponsor can provide direct support on deal execution and integration planning).
- Experience selecting and implementing ERP systems and chart-of-accounts design for project-based operations.
- Financial consolidation experience across multiple ERPs or financial systems, with the ability to absorb an add-on without disrupting core business reporting.
- Track record helping scale companies through meaningful revenue and EBITDA growth, ideally toward $100M+ in revenue.
Financial Leadership
- Deep expertise across accounting, FP&A, financial reporting, treasury, lender reporting, and capital structure management.
- Proven ability to build scalable, decision-grade financial processes and infrastructure in a project-based environment.
- Protects liquidity through 13-week cash management, working capital discipline, spend controls, and strategic capex.
- Ensures audit readiness and tax efficiency while proactively identifying and mitigating risk.
Operational & Commercial Insight
- Strong analytical capabilities with the ability to evaluate pricing, channel economics, job-level profitability, and operational performance.
- Connects branch, customer, labor, and procurement decisions to EBITDA and cash conversion.
- Anticipates and actions responses to macro environment shifts that impact margins (e.g., input cost pressures, labor, fuel surcharges).
