Employment Type: Fractional
Location: Remote (Canada)
Hours: Approximately 12 hours per week, with greater involvement during the initial implementation phase.
About the Opportunit
y
We are partnering with a growing private investment firm seeking an experienced Fractional Chief Financial Officer (CFO) to establish and lead the finance function at the holding company leve
l.
This is an exciting opportunity for a strategic yet hands-on finance executive with expertise in private equity, multi-entity consolidations, corporate finance, and financial governance. You will play a key role in designing scalable financial reporting processes, supporting acquisitions, and providing executive-level financial leadership as the organization continues to gr
ow.
This engagement begins with an implementation phase focused on building the finance infrastructure, followed by an ongoing strategic CFO role supporting financial reporting, governance, and business gro
wth.
Key Responsibil
itiesFinance Function Design & Implement
- ationAssess the current finance and reporting environment across multiple portfolio compa
- nies.Design and implement a monthly consolidated financial reporting process at the holding company l
- evel.Develop Chart of Accounts mapping to support accurate and efficient financial consolidat
- ions.Establish standardized accounting policies, financial governance, and reporting proto
- cols.Create a monthly reporting calendar with clear responsibilities and timel
- ines.Build lender reporting packages, including debt covenant repor
- ting.Develop executive and Board-level reporting packages that provide meaningful financial insi
- ghts.Coordinate with external auditors, valuation specialists, and advisors during audits and other financial proj
- ects.Evaluate and recommend financial reporting and consolidation technology to improve efficiency and scalabi
- lity.Design processes that support future acquisitions and organizational gr
owth.
Ongoing Strategic CFO S
- upportLead the monthly financial close and consolidation pr
- ocess.Prepare consolidated financial statements and supporting working p
- apers.Record consolidation and elimination journal en
- tries.Prepare lender reporting packages and debt covenant calcula
- tions.Develop monthly executive and Board reporting pac
- kages.Review consolidated financial results, investigate variances, and ensure reporting acc
- uracy.Coordinate ongoing communication with portfolio company finance teams, auditors, lenders, and external adv
- isors.Support annual audits and valuation-related activ
- ities.Provide financial analysis and strategic recommendations to senior leade
- rship.Support finance-related projects and corporate initiatives as req
uired.
Qualifi
- cationsCPA designation re
- quired.Progressive leadership experience as a CFO, VP Finance, Director of Finance, or similar senior financ
- e role.Experience within private equity, holding companies, or complex multi-entity organiz
- ations.Strong knowledge of consolidated financial reporting and financial statement prepa
- ration.Experience supporting mergers and acquisitions, acquisition accounting, and corporate finance acti
- vities.Familiarity with debt financing, banking relationships, and covenant rep
- orting.Experience working with external auditors and valuation profess
- ionals.Strong understanding of financial governance, accounting policies, and internal co
- ntrols.Demonstrated ability to build and improve finance processes in growing organiz
- ations.Excellent communication and relationship management
- skills.Hands-on leadership style with both strategic and operational capabi
lities.
