Chief Financial Officer
Confidential Search | Professional Services
Our Robert Half client, a professional services organization, is seeking a strategic and hands-on Chief Financial Officer to lead its financial operations and support its next stage of growth.
This executive will partner with senior leadership on financial strategy, acquisitions, pricing, profitability and capital planning while ensuring strong accounting processes and financial controls. The ideal candidate combines experience in a professional services environment with a background in investment banking or private equity.
Key Responsibilities
- Lead financial strategy, budgeting, forecasting and long-range planning to support growth and profitability.
- Develop and maintain financial models to evaluate business performance, investment opportunities and strategic initiatives.
- Lead the financial assessment of potential acquisitions, including valuation, due diligence, transaction modeling and integration planning.
- Evaluate pricing strategies, engagement profitability and operating performance to support informed business decisions.
- Prepare and analyze profit and loss reporting by business segment, identifying trends, variances, risks and opportunities.
- Partner with practice group leaders to monitor work in progress (WIP) and financial performance, providing insights to improve engagement profitability and decision-making.
- Oversee cash flow forecasting, working capital and liquidity planning, and manage relationships with banking partners.
- Direct the month-end close and financial reporting process, ensuring accurate, timely financial statements and effective controls.
- Provide leadership with clear financial analysis, key performance indicators and recommendations.
- Lead and develop the finance and accounting team, improving processes and reporting capabilities as the business grows.
- Partner with external advisors, including lenders, accountants and transaction professionals.
Qualifications
- Bachelor’s degree in finance, accounting or a related field. An MBA or other advanced degree is strongly preferred.
- Significant finance leadership experience within a professional services, consulting or other project-based business.
- Prior experience in investment banking or private equity, with demonstrated involvement in transactions, valuations and due diligence.
- Strong financial modeling, budgeting, forecasting, pricing and cash management skills.
- Experience analyzing segment-level P&L results, WIP and the financial performance of practice groups or client engagements.
- Experience overseeing accounting operations, month-end close and financial reporting.
- Demonstrated ability to translate financial analysis into practical business recommendations.
- Strong leadership, communication and relationship-building skills, with the ability to work closely with executives, practice leaders, banking partners and external advisors.
For confidential consideration, please contact: