Chief Financial Officer

Chief Financial Officer (CFO) Private Equity–Backed Platform Company

Compensation: Up to $350,000 base salary + performance bonus +
meaningful equity participation

Our client is a newly created private equity–backed platform company entering an aggressive growth phase through acquisitions, organic expansion, and operational transformation
. The organization is seeking a proven, execution-oriented Chief Financial Officer (CFO) to serve as a core member of the leadership team and a strategic partner to the PE sponsor.

This CFO will build and scale the finance function from the ground up
, lead acquisition diligence and integration, establish institutional-grade financial infrastructure, and ultimately help position the business for a successful liquidity event
.

The ideal candidate brings hands‑on experience in PE‑backed environments
, has led multiple add‑on acquisitions
, and has played a direct role in at least one successful exit as CFO
.

• Serve as a strategic partner to the CEO and PE sponsor, contributing to enterprise strategy, capital allocation, and long‑term value creation
• Translate the PE investment thesis into actionable financial and operational initiatives
• Lead board‑level reporting, investor materials, and financial storytelling

• Lead financial diligence for platform and add‑on acquisitions (QoE, valuation support, working capital, deal structuring)
• Own post‑close integration planning and execution, including systems, controls, reporting, and KPI alignment
• Drive synergy realization, cost optimization, and margin expansion initiatives
• Build a repeatable acquisition and integration playbook to support continued M&A velocity

• Design and scale all core finance functions, including accounting, FP&A, treasury, tax, and internal controls
• Implement scalable systems and processes (ERP, reporting tools, dashboards)
• Establish disciplined monthly close, forecasting, and budgeting processes
• Ensure GAAP compliance, audit readiness, and lender/investor reporting standards

• Develop robust KPI frameworks and dashboards to track performance across the platform
• Lead cash flow management, liquidity planning, and debt covenant compliance
• Partner with operations to improve unit economics, pricing, and cost structure
• Support operational leaders with data‑driven insights and financial rigor

• Prepare the business for a future exit through data quality, reporting maturity, and operational transparency
• Lead sell‑side readiness, including financial normalization, data room preparation, and advisor coordination
• Act as a key leader through the transaction process and exit execution

• Proven CFO experience in private equity‑backed platform companies
• Direct leadership of multiple M&A add‑on acquisitions
  , including diligence and post‑close integration
• At least one successful exit as CFO (sale to PE, strategic buyer, or recapitalization)
• Experience building and scaling finance functions in high‑growth environments
• Strong command of GAAP, financial reporting, FP&A, cash management, and deal finance
• Confident partner to CEOs, boards, and PE investment teams
• Hands‑on, execution‑first leader who can operate both strategically and tactically

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

• Foundational CFO role at the platform level with direct influence on strategy and value creation
• Meaningful equity participation tied to exit outcomes
• Opportunity to build a finance organization and M&A engine from the ground up
• High‑visibility role partnering closely with a PE sponsor and executive leadership team
• Positioned to lead through a full investment lifecycle — from platform build to exit