Chief Financial Officer

Andrews & Cole has been retained to identify a CFO for a Nex-Gen agentic ai platform.

This company closed four acquisitions at inception, and expects to pursue additional strategic M&A, integrating the businesses and then exiting through an IPO or sale to a strategic.

The company is looking for a highly experienced CFO with M&A integration capabilities, who can serve as a critical thought partner to the CEO, as well as handle some of the upfront work involved with acquiring multiple businesses. Initially, the company will be closing three acquisitions concurrently, and the CFO will be essential to setting operating metrics, measuring performance, creating budgets and reporting to lenders and the Board.

This is a “player coach” who is equally comfortable with executive-level conversations as building a budget model.

The CFO will be a key member of the leadership team and have primary day-to-day responsibility for planning, implementing, managing and controlling all financial-related activities of the Company. The CFO will be responsible for regular communication to the Board, ensuring that high-quality forecasts, strategic insight, and critical data is available to inform decision making. This individual will work closely and coordinate cross-functionally with all management team members.

The CFO will first and foremost be pragmatic, driven and results oriented, with the ability to set priorities, resolve conflicts, and hold the team accountable to timelines and organizational goals in a fast-moving organization.

As an AI-native business, the company seeks a CFO familiar and comfortable with leveraging technology to drive efficiencies across people and. A key value creation driver involves realizing incremental margins through deploying technology internally (as well as externally). Furthermore, developing dashboards for cross-selling and strategic partnerships both play an important role in the CFO’s responsibilities.

The CFO will lead all aspects of reporting, budgeting and financial planning and analysis, will maintain oversight and optimization of cashflow management, and will ensure that appropriate risk management techniques and financial controls are established and followed. In addition to financial domain responsibilities, the CFO will be accountable for key operating functions, including Business Analytics and Customer Support and will play a critical role in structuring the Company’s financial and operating systems to establish the foundation for a $1B business.

SPECIFIC RESPONSIBILITIES:

• Financial and back-office system integration for individual M&A targets

• Assess labor capacity and utilization, as well as the impact on margins

• Provide leadership to the organization through financial activities including accounting, financial analysis and strategic planning.

• Lead a Finance Team responsible for all financial, accounting and reporting functions.

• Oversee all financial controls and reporting functions including treasury, tax, compliance, budgeting, cash management and general accounting functions.

• Drive cash flow by actively managing the balance sheet for accuracy and reducing the cash conversion cycle.

• Develop and manage reporting against key performance indicators.

• Provide technical financial advice to department managers and increase financial literacy of the organization.

• Coordinate annual operating plan and budgets, along with quarterly reforecasts.

• Interdisciplinary partnering with relevant team members to assess performance trends and bridge deficits to monthly, quarterly and annual plans.

• Coordinate annual third-party audits and prepare tax returns.

• Manage the Company’s commercial insurance and risk mitigation strategies.

• Oversee the consolidation and preparation of the monthly financial reporting package for distribution to senior management and investors.

• Grow the capacity and increase throughput of the business analytics function to provide insights that shape decisions of Marketing, Business Development, Product, and executive leadership teams.

• Assess the Company’s current IT, payments, ecommerce and subscription infrastructure, and identify improvement…