Chief Financial Officer Overview • The Chief Financial Officer (CFO) will oversee the financial health and operational infrastructure of the client organization. • Collaborate closely with the CEO and executive team to shape and execute company strategy and internal functions. • Lead finance operations, accounting, FP&A, strategic planning, treasury, and tax functions to ensure organizational efficiency. • Provide executive oversight of HR and procurement functions, ensuring alignment with financial and operational goals. • Drive cost control initiatives and operational improvements without compromising growth or client experience. • Develop and maintain financial models, scenario planning, and KPI benchmarks to support decision-making processes. • Champion a culture of accountability, efficiency, and continuous improvement across all organizational functions. • Support M&A evaluation and integration activities to facilitate inorganic growth opportunities. • Represent the organization in sponsor, lender, and board-level communications on financial and operational performance. Chief Financial Officer Key Responsibilities & Duties • Manage corporate finance, accounting, financial planning, treasury, and tax functions to ensure compliance and efficiency. • Deliver accurate financial reporting, including monthly, quarterly, and annual close processes. • Develop annual budgets, rolling forecasts, and profitability analytics to support commercial strategies. • Lead cost control initiatives, prioritizing margin and productivity improvements across the organization. • Oversee HR functions, including talent acquisition, retention, and performance management systems. • Standardize procurement policies and workflows to capture scale efficiencies and manage vendor risks. • Partner with the CEO and functional leaders to translate financial data into actionable insights. • Ensure compliance with GAAP standards and manage external audits and tax processes. • Build and develop high-performing teams, focusing on system modernization and scalability. Chief Financial Officer Job Requirements • Bachelor's degree in Accounting, Finance, Business, or related field; MBA preferred. • Minimum of 10 years of progressive finance leadership, including 5 years in senior finance roles. • Experience in private equity-backed environments and consulting or technology sectors preferred. • Proven expertise in FP&A, strategic planning, and cost control initiatives. • Comprehensive knowledge of GAAP principles and financial reporting standards. • Experience with modern financial systems and ERP optimization, such as Sage Intacct. • Strong communication skills for presenting complex financial data to stakeholders. • Proven ability to lead cross-functional teams and drive organizational improvements. • Comfortable operating in fast-paced, entrepreneurial environments with data-driven decision-making.