Chief Financial Officer

We are partnering with a multi-entity, family-owned organization in the search for a Chief Financial Officer (CFO). The client, founded in Cincinnati over a century ago, has offices in Cincinnati and Columbus and serves clients in Ohio, Indiana, and Kentucky. This position will be based in the Cincinnati office.

The CFO serves as a key member of the executive leadership team and strategic partner to ownership, responsible for shaping the long-term financial and operational direction of the company and its affiliated entities. The CFO plays a critical role in driving enterprise value creation, supporting sustainable growth, optimizing capital allocation, and ensuring the organization is positioned for long‑term scalability and succession.

As the senior financial leader, the CFO provides strategic oversight across financial planning, corporate performance, investment strategy, risk management, treasury, technology, and operational infrastructure. This role partners closely with ownership and executive leadership to evaluate growth opportunities, improve organizational performance, strengthen operational discipline, and support strategic decision‑making across all business units.

Beyond financial stewardship, the CFO serves as a transformational enterprise leader responsible for accelerating the modernization of systems, advancing reporting and analytics capabilities, strengthening organizational infrastructure, and helping position the company for its next phase of growth and scalability. This role requires a proactive leader who can drive change with urgency, anticipate future business needs, and help the organization evolve ahead of increasing operational complexity and market demands.

The ideal candidate combines strong business acumen and strategic leadership with the ability to operate effectively in a fast‑paced, entrepreneurial environment while balancing long‑term vision with immediate execution priorities.

• Partner with ownership and executive leadership to lead and execute the organization’s long‑term strategic and financial vision.
• Serve as a trusted advisor to the business owner. Interface with family advisors, including wealth management, tax, and legal to help ensure that the long‑term financial goals are in alignment with the company’s financial performance and succession objectives.
• Lead enterprise‑wide financial strategy, including forecasting, scenario modeling, capital planning, liquidity strategy, and performance optimization.
• Provide strategic insight and decision support related to acquisitions, expansions, major investments, operational transformation initiatives, and new business opportunities.
• Drive enterprise performance management through KPIs, analytics, financial modeling, and operational reporting that support data‑driven decision‑making.
• Evaluate organizational structure, scalability, and operational efficiency to support sustainable growth across all business entities.
• Lead financial risk assessment and strategic planning initiatives to ensure long‑term organizational resilience and business continuity.
• Support the continued evolution of governance practices, leadership infrastructure, and executive decision‑making processes within a growing family‑owned enterprise.

• Provide executive oversight for all financial operations, accounting functions, reporting activities, treasury management, and compliance processes across multiple entities.
• Ensure timely, accurate, and decision‑oriented financial reporting that enables executive leadership to effectively manage performance and risk.
• Establish scalable financial processes, internal controls, and operational disciplines that support organizational growth and efficiency.
• Lead enterprise cash flow strategy, working capital optimization, and banking relationships to maintain financial flexibility and operational strength.
• Oversee relationships with external auditors, tax advisors, legal counsel, lenders, and financial partners.
• Ensure compliance with applicable regulatory, tax, and fiduciary requirements while maintaining strong corporate governance…