Chief Financial Officer

The Chief Financial Officer (CFO) is responsible for the firm’s overall financial strategy, stewardship, and performance. As a member of the executive leadership team, the CFO partners with the CEO, Board, and capital partners to support growth, ensure financial integrity, and optimize enterprise value.

This role oversees accounting, FP&A, and reporting functions, with significant responsibility for M&A valuation and diligence, Quality of Earnings analysis, external audit management, shareholder dividend planning and valuation, budgeting and forecasting, pro forma financial modeling, and financial reporting to capital partners.

• Lead, manage and hold accountable a high-performing FP&A and accounting team.
• Implement systems and processes that scale with growth.

• Serve as a strategic advisor to the CEO and Board on financial performance, growth initiatives, capital allocation, and risk management.
• Develop and execute the firm’s long-term financial strategy in alignment with business objectives.
• Provide data-driven insights and financial analysis to support executive decision-making.

• Lead financial analysis and valuation for mergers, acquisitions, tuck-ins, and strategic investments.
• Develop and review valuation models, including EBITDA and revenue multiples, discounted cash flow, and scenario analyses.
• Oversee and evaluate Quality of Earnings analyses, identifying normalization items, risk areas, and sustainability of earnings.
• Partner with legal, tax, and external partners throughout due diligence, transaction execution, closing, and post-acquisition integration.
• Prepare acquisition and integration pro forma financial statements to assess accretion/dilution, cash flow impact, and returns.
• Lead the annual budgeting process and ongoing forecasting.
• Prepare and maintain pro forma financial models for organic growth initiatives, acquisitions, capital investments, and restructuring scenarios.
• Monitor financial performance against budget and forecast and provide variance analysis.

• Oversee all accounting operations in accordance with GAAP and regulatory requirements.
• Serve as the primary point of contact for external auditors.
• Ensure effective internal controls and scalable financial processes.
• Manage firm-level and shareholder tax planning and compliance.
• Oversee tax considerations related to transactions and entity structuring.
• Partner with external accounting firm to coordinate quarterly and annual tax filings within given corporate structure.

• Manage liquidity, cash flow forecasting, credit covenants, and credit agreements.
• Design and administer shareholder dividends, tax liabilities, and distribution strategies.

• Prepare and deliver timely financial reporting to the Board of Directors, capital partners, investors, and lenders.
• Support investor communications, forecasts, and covenant reporting.
• Identify and communicate to capital partners capital requirements for M&A

• Standard office equipment
• Cloud-based storage software
• CRM software
• Microsoft Office Suite
• Expense reporting software

• Monday through Friday; 8 AM to 5 PM

• Proven experience with M&A valuation, Quality of Earnings analysis, and financial due diligence
• Knowledge of tax strategies, budgeting, pro forma modeling, shareholder dividends, and capital partner reporting
• Working knowledge of Generally Accepted Accounting Principles and Procedures (GAAP)
• Progressive analytical knowledge and interpersonal skills
• Excellent verbal, written, and presentation communication skills
• High degree of accrual accounting and corporate structure knowledge
• Self-driven, independent, adaptable, detail-oriented, and creative problem-solving skills
• Highly detailed, accurate, organized, and able to think beyond the current process
• Ability to build and maintain good rapport with internal and external customers and handle situations with confidence, tact, and resourcefulness
• Flexible, adaptable, with the ability to work under pressure to meet deadlines in a fast-paced environment
• Proficient in the Microsoft Office suite

• Bachelor’s degree in Finance, Accounting, Economics, or related field required
• CPA, CFA, and/or MBA preferred

• 10+ years of progressive financial leadership experience