A privately held, growth-oriented organization is seeking a strategic and hands-on Chief Financial Officer (CFO) to join its executive leadership team. This individual will play a critical role in guiding financial strategy, capital planning, risk management, and operational performance across multiple business entities. This is an opportunity for an experienced finance executive who thrives in an entrepreneurial environment and enjoys balancing strategic leadership with day-to-day operational involvement. The CFO will partner closely with ownership and senior leadership to support long-term growth, optimize financial performance, and strengthen organizational infrastructure.
Key Responsibilities
Financial Leadership & Strategy
- Serve as a key advisor to ownership and executive leadership on financial strategy and business performance.
- Lead budgeting, forecasting, financial modeling, and long-term planning initiatives.
- Provide actionable financial insights to support key business decisions and future growth opportunities.
- Develop and monitor key performance indicators and operational metrics.
Banking, Capital & Treasury Management
- Manage banking and lending relationships.
- Lead financing activities, capital structuring efforts, and lender negotiations.
- Oversee treasury functions, cash management, liquidity planning, and capital deployment.
- Monitor compliance with financing agreements and reporting requirements.
Financial Reporting & Accounting Oversight
- Oversee financial reporting, accounting operations, and balance sheet management.
- Partner with external accountants, auditors, and tax advisors.
- Ensure accurate financial records and strong internal controls.
- Support complex entity structures, investments, and ownership arrangements.
Risk Management & Compliance
- Oversee insurance programs, corporate compliance, and risk mitigation initiatives.
- Manage corporate governance documentation and regulatory requirements.
- Partner with legal counsel regarding contracts, agreements, and business obligations.
- Develop and implement policies and procedures that support organizational growth and compliance.
Leadership & Team Development
- Lead, mentor, and develop accounting and finance personnel.
- Foster a high-performance, collaborative culture within the finance function.
- Participate actively in executive planning and cross-functional leadership discussions.
- Help build scalable processes and infrastructure to support future growth.
Qualifications
- Bachelor's degree in Accounting, Finance, or related field.
- CPA, MBA, or advanced financial certification preferred.
- 10+ years of progressive financial leadership experience.
- Demonstrated success managing complex financial operations and multiple business entities.
- Strong experience in cash flow management, banking relationships, capital planning, and financial forecasting.
- Exceptional analytical, communication, and leadership skills.
- Proven ability to operate both strategically and tactically in a fast-paced environment.
- Experience supporting privately held, entrepreneurial, or growth-focused organizations is highly desirable.
