Chief Financial Officer (CFO)

Key Responsibilities

Strategic & Operational Leadership

• Partner with the CEO and executive team to shape strategy, align financial planning with business objectives, and enhance overall performance.
• Lead and execute the financial transformation projects across the finance system stack, including the ongoing optimization or replacement of the Company’s billing and commissioning systems.
• Develop meaningful KPIs, dashboards, and insights that connect financial results to operational drivers.
• Lead and mentor a finance and accounting team of ~25 professionals.

Financial Management, Reporting & Audits

• Oversee timely and accurate monthly close, financial reporting, forecasting, and budgeting.
• Lead external audit processes, ensuring strong internal controls and compliance with accounting standards.
• Maintain a scalable financial infrastructure that supports growth.

Cashflow, Working Capital & Shared Services

• Manage cashflow, liquidity planning, and working capital performance.
• Oversee AR, AP, billing, and cash application, driving efficiencies across shared services.
• Identify opportunities to improve cash conversion and operational processes.

Banking & Capital Structure

• Serve as the primary point of contact for banks and lenders, managing relationships and financial communications.
• Oversee the Company’s credit facility, capital needs, and covenant compliance.

M&A Leadership

• Lead financial modeling, valuation, due diligence, and post-acquisition integration.
• Partner with internal teams to ensure smooth operational assimilation of acquired businesses.

Systems, Technology & Process Improvement

• Lead financial systems modernization, including billing, commissions, and ERP improvements.
• Drive operation

Qualification & Requirements

Knowledge, Skills and Abilities Required

• The ideal candidate will possess a high degree of EQ and executive presence to lead the internal finance team, communicate across the business and represent the Company externally facing.
• Possess the higher level understanding of best practices but comfortable managing in the details.
• Strong systems background, including implementation experience
• Demonstrated track-record of successful progression in middle market financial roles, with higher levels of responsibility culminating in a CFO or equivalent role.

Other Experience Required

• Minimum BS/BA degree in Finance/Accounting (CPA and/or MBA is a plus).
• Must have 10+ years of proven financial leadership in a service organization (industry experience is not required, but a plus).
• Prior experience within a private owned business, including interfacing directly with lenders and equity holders is a plus.

Benefits