Chief Financial Officer

Ideal Candidate:

• Strategic Partner. A trusted advisor to the President and Board, bringing financial insight, foresight, and judgment to help shape the company’s future. Balances big-picture vision with disciplined execution.
• Scale Builder. Experienced in taking organizations through growth and complexity. Knows how to upgrade systems, processes, and structures to support scale and diversification.
• Transformation Leader. Comfortable with ambiguity and change. Guides modernization initiatives, including the introduction of AI, automation, and analytics, while bringing people along the journey.
• Culture Champion. Models the company’s core values. Leads with humility, fosters collaboration, and balances accountability with care. Earns trust quickly and helps others see and believe in the path forward.
• Financial Steward. Ensures disciplined reporting, compliance, forecasting, and treasury management. Translates numbers into actionable insights that improve performance.
• Team Builder. Invests in developing the Finance team, ensuring the right people are in the right seats. Balances technical rigor with coaching, mentoring, and empowerment.
• Future-Oriented. Looks beyond the current quarter to build financial strategies that support sustainable performance, resilience, and long-term value creation.
• Collaborative. Collaborates with the executive leadership team to align financial strategy with business objectives, providing insights and guidance to support decision-making, growth initiatives, and operational excellence.

Strategic Leadership

• Serve as a key advisor to the President and Board on financial and strategic matters.
• Translate business strategy into financial strategy, aligning resources to the company’s growth and diversification initiatives.
• Provide insight into new service lines, client strategies, and future ownership models (including ESOP exploration).
• Lead process improvement and automation initiatives across Finance to streamline operations and improve accuracy.
• Introduce and leverage AI, analytics, and automation to strengthen forecasting, reporting, and decision support.
• Evaluate, reorganize, and strengthen the Finance team structure to meet the demands of both current and future-state of the company.

• Oversee accounting, GAAP reporting, annual external financial statement review and tax preparation, treasury, risk management, and vendor relationships.
• Deliver timely, accurate, and actionable monthly/quarterly/annual reporting.
• Build and maintain financial models, dashboards, and KPIs (utilization, gross margin, revenue per employee, coverage).
• Ensure covenant compliance and maintain strong banking and insurance relationships.

• Lead the annual budget and rolling forecasts; deliver scenario planning and sensitivity analysis to guide decisions.
• Partner with the executive team to translate financial and performance data into actionable insights, enabling informed, evidence-based decisions that drive growth, efficiency, and long-term strategy.
• Partner with Sales and Operations to improve client-level profitability, pricing strategies, and revenue forecasting.
• Provide proactive insights to the Leadership Team, surfacing risks and opportunities early.
• Review, analyze, and approve key contracts to ensure financial alignment, mitigate risk, and support the organization’s strategic and operational objectives.

• Lead, manage, and hold accountable the Finance team in alignment with EOS principles.
• Develop talent within the Finance function, coaching individuals and preparing successors.
• Model and reinforce the company’s Core Values:
  Integrity, Respect, Technical Excellence, Accountability, and Relationships.

Required

• 10–15 years of progressive finance and accounting leadership experience, ideally in consulting, professional services, or construction-related industries.
• Strong experience scaling organizations, including system upgrades, process redesign, and automation/AI adoption.
• Proven track record in FP&A, treasury management, and capital strategy.
• Demonstrated success as a peer-level partner to CEOs/Boards.

Preferred

• CPA and/or MBA strongly preferred.
• ESOP, M&A, or ownership transition experience.
• Experience with Deltek or similar ERP systems.

For confidential consideration, please contact:

The Overture Group

Jaime Mead

The Overture Group is a premier Midwest executive level search and compensation consulting firm, which draws on a vast network of expertise from pre-search preparation through post-placement transition to find and fit the right professionals in various industries.