We are partnering with a well-established, privately held organization seeking an experienced and strategic Chief Financial Officer to join its executive leadership team.
This is an exceptional opportunity for a finance executive who enjoys working closely with ownership and senior leadership to drive business performance, support long-term growth, and influence strategic decision-making. The ideal candidate is both a strategic thinker and a hands-on leader who thrives in a collaborative, entrepreneurial environment.
The CFO will oversee all aspects of the organization's financial operations while serving as a trusted advisor to the executive team, helping position the business for continued growth and operational excellence.
Key Responsibilities
Strategic Leadership
- Partner with the executive leadership team to develop and execute the company's long-term financial strategy.
- Provide financial guidance on strategic initiatives, investments, acquisitions, and business expansion opportunities.
- Support executive decision-making through financial analysis and data-driven insights.
- Act as a trusted advisor to ownership and senior leadership.
Financial Planning & Analysis
- Lead annual budgeting, forecasting, and long-range financial planning.
- Develop financial models to support strategic initiatives and investment decisions.
- Monitor financial performance, identify trends, and recommend corrective actions where necessary.
- Deliver meaningful financial reporting and KPI dashboards to leadership.
Capital Markets & Corporate Finance
- Develop and execute capital strategy to support business growth.
- Manage relationships with banks, lenders, investors, and financial institutions.
- Evaluate debt structures, financing alternatives, and capital allocation strategies.
- Lead financing activities, refinancing initiatives, and liquidity planning.
- Assess opportunities related to mergers, acquisitions, and strategic investments.
Private Equity & Investor Relations
- Partner with private equity sponsors, institutional investors, lenders, or ownership groups where applicable.
- Prepare board presentations and financial materials for investors and stakeholders.
- Support due diligence activities related to acquisitions, financing, or strategic transactions.
- Develop financial strategies that maximize enterprise value.
Accounting & Financial Reporting
- Oversee all accounting operations, including month-end and year-end close.
- Maintain strong internal controls and financial governance.
- Manage external audits and tax compliance activities.
Treasury & Cash Management
- Oversee cash flow planning and liquidity management.
- Optimize working capital and cash forecasting.
- Manage banking relationships and treasury operations.
- Monitor financial risk and capital requirements.
Operational Finance
- Partner with business leaders to improve profitability and operational performance.
- Develop financial metrics to measure business performance.
- Identify opportunities for process improvements, cost optimization, and operational efficiencies.
- Support scalable growth initiatives across the organization.
Risk Management & Compliance
- Ensure compliance with all financial, regulatory, and corporate governance requirements.
- Oversee enterprise risk management initiatives.
- Evaluate financial risks and develop mitigation strategies.
- Maintain strong internal controls and compliance programs.
Leadership
- Lead, mentor, and develop the finance and accounting organization.
- Build a high-performing finance team focused on continuous improvement.
- Foster collaboration across departments to achieve company objectives.
- Promote a culture of accountability, transparency, and operational excellence.
Qualifications
Required Experience
- Bachelor's degree in Accounting, Finance, Economics, or related field (MBA and/or CPA preferred).
- 15+ years of progressive finance leadership experience, including senior executive or CFO-level responsibilities.
- Proven experience leading finance within a private equity-backed, or high-growth organization.
- Strong background in corporate finance, capital markets, treasury, and financial strategy.
- Experience managing banking relationships and financing activities.
- Demonstrated success leading budgeting, forecasting, FP&A, and financial reporting.
- Experience supporting executive leadership and Boards of Directors.
- Experience evaluating mergers, acquisitions, integrations, or strategic investments is highly desirable.
