Position Overview

The Chief Financial Officer serves as a key member of the executive leadership team, reporting directly to the President & CEO. This role provides enterprise-wide financial leadership across Equity Technology Group and all subsidiary entities, including Equity Engineering, Equity Software, Equity Knowledge, CorrSolutions, and Equity Properties. The CFO plays an active, hands-on role in both strategic and operational finance, and serves as a visible steward of ETG's employee-ownership culture.

Key Responsibilities

Financial Strategy & Planning:

Partner with the President & CEO and executive leadership team to develop and execute multi-year financial strategy across ETG and its subsidiaries
Lead enterprise-wide budgeting, forecasting, and long-range planning processes
Translate complex financial data into clear, actionable insights for the executive team and Board of Directors
Design and oversee incentive compensation plans, including annual bonus structures and sales commission frameworks

Financial Operations & Reporting:

Oversee financial reporting, cash flow management, and internal controls across all legal entities
Manage relationships with banking partners, external auditors, and financial advisors
Direct the selection, implementation, and ongoing administration of financial systems and ERP platforms
Ensure timely, accurate consolidated financial statements across the holding company and subsidiaries

ESOP & Employee Ownership Stewardship:

Serve as a visible champion of ETG’s employee-ownership culture, both internally and with outside stakeholders
Oversee ESOP plan compliance, annual valuation processes, and fiduciary responsibilities
Manage relationships with the ESOP trustee, plan administrators, and third-party administrators
Ensure compliance with ERISA requirements and annual ESOP reporting and disclosure obligations

Team & Stakeholder Leadership:

Lead, mentor, and develop a finance team operating in a lean, multi-subsidiary environment
Build trust and collaborative working relationships with subsidiary leadership teams across Equity Engineering, Equity Software, Equity Knowledge, CorrSolutions, and Equity Properties
Partner with HR on payroll and HRIS integration matters as needed
Work closely with the outgoing CFO to ensure a smooth, well-documented transition

Education

Bachelor's degree in Accounting, Finance, or a related field required
MBA or advanced degree in Finance or Business preferred
CPA or CMA designation strongly preferred

Required Experience

Background:

10–15 years of progressive financial leadership experience, with demonstrated advancement through roles of increasing scope and responsibility
Prior experience as a VP of Finance, Director of Finance, or Controller in a multi-entity or holding company environment; candidates ready to step into their first CFO role are welcomed and encouraged to apply
Hands-on background across all core financial functions - not solely a strategic or oversight role
Experience in professional or technical services industries preferred (engineering, software, or consulting a plus)

Strategic Financial Planning & Growth:

Proven ability to develop and execute multi-year financial strategies aligned with organizational goals across a diversified portfolio of business units
Experience building and managing annual budgeting, forecasting, and long-range planning processes at the enterprise level
Track record of translating complex financial data into clear, actionable insights for executive and board-level audiences
Experience designing or redesigning incentive compensation plans, including annual bonus structures and sales commission frameworks

Operational Finance & Cost Management:

Strong command of financial reporting, cash flow management, and internal controls across multiple legal entities
Experience managing relationships with banking partners, external auditors, and financial advisors
Proficiency in financial systems and ERP platforms; experience with payroll and HRIS integration a plus
Ability to lead and develop a finance team in a lean, multi-subsidiary environment

Leadership & Culture:

Collaborative leadership style with the ability to build trust across departments and subsidiary leadership teams
Comfortable operating in a hands-on environment that values practical expertise alongside strategic vision
Genuine commitment to the employee-ownership culture and values that define ETG
Strong written and verbal communication skills with the ability to present complex financial information clearly to non-financial stakeholders
High emotional intelligence and the ability to navigate a transition alongside an outgoing CFO committed to a successful handoff

Preferred Experience

ESOP & Employee Ownership:

Demonstrated familiarity with Employee Stock Ownership Plans (ESOPs), including plan compliance, annual valuation processes, and fiduciary responsibilities
Experience working with ESOP trustees, plan administrators, and third-party administrators
Understanding of ERISA requirements and annual ESOP reporting and disclosure obligations

THE EQUITY TECHNOLOGY GROUP INC Jobs

Chief Financial Officer