Chief Financial Officer (Confidential)
A private equity–backed, middle-market custom fabrication and installation company is seeking a new Chief Financial Officer. The business has operated for more than 45 years and serves residential and commercial customers across the Southeast.
The company employs 200+ people and operates over 85,000 square feet of manufacturing across two Southeastern facilities. Annual revenue is approximately $70–75M with $6–7M of EBITDA. The business is entering a period of professionalization and value creation in preparation for a potential exit within the next 24 months.
Position Summary
The position serves as the senior leader for Accounting and Finance and a strategic partner to the CEO and private equity ownership.
The CFO will build scalable financial infrastructure, improve visibility and accuracy around WIP and percentage-of-completion accounting, and lead an upcoming ERP and systems implementation.
This role is well suited for either:
- A senior Controller ready to step into a CFO role, or
- A proven middle-market CFO with construction, fabrication, or project-based experience
Key Responsibilities
- Serve as a strategic partner to the CEO and ownership group on operational, strategic, and capital allocation decisions
- Prepare and present financial materials for board meetings and leadership reviews
- Oversee accounting and finance functions including GL, AP/AR, payroll, job costing, and monthly close
- Ensure accurate monthly, quarterly, and annual reporting
- Lead improvements in WIP scheduling and percentage-of-completion accounting
- Strengthen internal controls in preparation for exit
- Deliver analytics on job profitability, margins, cash flow, utilization, and working capital
- Develop dashboards, KPIs, and management reporting
- Partner with operations on pricing discipline, cost controls, and execution insights
- Lead ERP evaluation and implementation (currently QuickBooks and Excel)
- Lead and develop a lean Accounting and Finance team (3–4 direct reports)
- Manage banking relationships, lender reporting, and covenant compliance
- Support diligence, QoE, M&A integration, and exit preparation
Qualifications
Required:
- Bachelor’s degree in accounting, Finance, or a related field
- 10+ years of progressive accounting and finance experience
- Significant experience with WIP and percentage-of-completion accounting
- Prior experience in construction, fabrication, or project-based services
- Experience supporting businesses with $50M+ in revenue
- Strong Excel and financial modeling skills
Preferred:
- CPA strongly preferred, MBA a plus
- Prior CFO or senior Controller experience
- Experience in a private equity–backed environment
- ERP implementation experience
Personal Attributes
- Highly analytical and detail oriented
- Hands-on with a practical, execution-focused mindset
- Comfortable operating in fast-paced, evolving environments
- Collaborative leader with strong communication skills
- Results oriented with high ownership and accountability
