Company Description K&P Group Consulting (Kirsh & Partners) is a Houston, TX–based professional services firm dedicated to driving transformational growth for organizations. The firm empowers economic and human potential for clients, colleagues, and communities worldwide by addressing complex business challenges. We are partnering with Houston based global organization to find their next CFO.
Role Description The Chief Financial Officer (CFO) will serve as a key member of the executive leadership team, overseeing all financial strategy and operations for the company. This full-time, on-site role based in Houston, TX includes ownership of budgeting, forecasting, cash flow management, and long-term financial planning to support the firm’s growth and client service goals. The CFO will lead the preparation and analysis of financial statements and reports, ensure compliance with regulatory and tax requirements, and establish robust internal controls and policies. Day-to-day responsibilities include guiding financial decision-making, partnering with leadership on strategic initiatives, managing relationships with banking and external partners, and leading the finance function to ensure accurate, timely, and insightful financial information. The Chief Financial Officer will be responsible for managing and leading the financial initiatives of the Company. In this role, you will provide strategic leadership for our global teams in the accounting and finance departments including our Project Finance, FP&A, and Administrative. The successful candidate will have direct public company experience, a strong working knowledge and background in public company accounting, treasury and finance, FP&A functions, capital raising, including energy finance, construction finance and the economics of asset management. The CFO will act as the financial leader across the organization reporting and working closely with the CEO and President on the organization’s operational and corporate finance strategy with a focus on initiatives long-term growth goals. This individual will be developing and executing strategy that will impact the company in the next stages of growth. The CFO will also mentor finance team members and help shape the firm’s performance metrics and investment priorities.
Qualifications
Financial Strategy and Planning:
o Develop and implement financial strategies aligned with the company's objectives and long-term goals.
o Provide financial analysis, forecasting, and guidance to support strategic decision-making processes.
o Drive financial planning, budgeting, and reporting processes.
o Analyzing data and creating financial models.
o Developing plans for growth to increase company profit while also reducing expenditure.
o Work directly with the CEO and President to structure company profitability targets (gross margin, net income, and EBITDA).
o Establish key financial metrics for management team and develop/maintain reporting.
o Coordinate with the CEO and President to establish budgets and provide monthly, quarterly, and annual reporting for performance vs. projections.
Oversee Investor Relations:
o Communicate the company's financial performance, strategy, and outlook to investors through earnings releases, conference calls, and presentations.
o Collaborate with the company's legal and governance teams to ensure adherence to best practices in corporate governance and transparency, including compliance with relevant regulations and guidelines.
Financial Reporting and Compliance:
o Ensure accurate and timely financial reporting in compliance with regulatory requirements and accounting standards.
o Oversee the preparation of financial statements, including balance sheets, income statements, and cash flow statements.
o Cash flow planning and management.
o Manage relationships with external auditors, tax advisors, and regulatory agencies.
Cost Control & Budgeting:
o Ensure appropriate set up for cost control for operations and production.
- Provides strategic guidance and leadership throughout the annual budgeting process, collaborating with relevant stakeholders to develop comprehensive and realistic budgets.
- Present annual budget to Finance & Audit Committee and Board of Directors, articulating key assumptions, priorities, and financial implications for review and approval.
- Monitors financial performance against budget, organizationally and at the project and/or department level, identifying variances and implementing corrective actions as necessary to ensure fiscal responsibility.
- Manage the general & administrative (G&A): finance & operations global budget, optimizing resource allocation to support organizational priorities while maintaining financial sustainability.
Risk Management:
o Identify and assess financial risks and opportunities and develop strategies to mitigate risks and capitalize on opportunities.
o Establish and maintain internal controls to safeguard company assets and ensure compliance with financial regulations.
Capital Acquisition & Management:
o Lead fundraising initiatives to secure capital for expansion through debt and equity raise activities. Cultivate relationships with investors and financial institutions to drive the Company’s financial success.
o Manage capital structure, including debt and equity financing, to optimize the company's cost of capital.
o Evaluate investment opportunities and provide financial analysis to support capital allocation decisions.
Tax & Treasury
o Oversee tax and treasury matters.
Other qualifications;
- Proficiency in Financial Planning and budgeting, including forecasting and long-range financial modeling.
· 15+ years of successful experience as a senior level executive; minimum 8 years of public company experience
· Minimum 5 + years of direct experience as public company CFO
· 10+ years in a progressively responsible financial and operational leadership role, preferably in the manufacturing and/or energy sector
- Experience in equipment and/or energy financing, including tax equity, back leverage, and project finance is preferred
- Strong foundation in Finance, with demonstrated experience in financial leadership and strategy.
- Expertise in Financial Statements and Financial Reporting, with the ability to present complex information clearly to stakeholders.
- Advanced Analytical Skills for interpreting financial data, assessing risk, and supporting evidence-based decision-making.
- Proven experience in executive-level financial roles, preferably in professional services or consulting environments.
· Prior experience with M&A business transactions and post-acquisition integration is highly desirable
· Start-up experience required, including early to mid-stage funding strategy and option analysis, and strong understanding of structuring term sheets / agreements across a variety of financing vehicles
· Knowledge of SEC reporting requirements is required specifically with filings of 10Q, 10K, etc.
· Experience with financial software such as Quickbooks, SAP, NET-SUITE, etc.
· Experienced in Microsoft programs
- Knowledge of compliance, tax, and regulatory requirements relevant to U.S.-based organizations.
- Excellent communication and interpersonal skills, with the ability to collaborate effectively with executive leadership and cross-functional teams.
- Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CPA certification is strongly preferred.
- Demonstrated ability to lead and develop finance teams and implement process improvements.
- High ethical standards, sound judgment, and a commitment to diversity, equity, and inclusion in financial and organizational practices.
