Interim Chief Financial Officer

Our client, a private equity-backed business services roll-up, is seeking an Interim Chief Financial Officer. This 3-6-month engagement requires stabilizing operations, integrating recent acquisitions, and being a steady pair of hands during a time of transition.

• Duration: 3-6 months
• Backing: Private Equity
• Core Focus: Financial stabilization, post-merger integration, and tech stack/systems modernization

• Evaluate the current finance tech stack, ERP, and reporting tools across all acquired entities.
• Design and execute a streamlined roadmap to consolidate disparate accounting systems into a single, scalable ERP.
• Automate data flows between operational platforms, billing systems, and the general ledger.
• Integration & Operations
• Standardize financial reporting, KPI dashboards, and accounting workflows for newly acquired businesses.
• Provide a steady, calm presence to guide the finance team through change management and operational transitions.
• Optimize cash flow visibility, working capital, and treasury management across the consolidated group.
• Stakeholder & Board Management
• Partner closely with the private equity sponsor, CEO, and operational leaders.
• Deliver accurate, timely monthly financial packages and variance analyses.
• Prepare the financial infrastructure for a future permanent CFO handoff.

• Experience: Previous success as a seated CFO or Interim CFO in PE-backed business services organization.
• Domain Knowledge: Deep expertise in multi-unit or roll-up business services models.
• Technical
  
  Skills:
  
  Hands-on experience leading data migrations, and financial systems integration and tech stack evaluation.
• Leadership: Strong communication skills with a steady, pragmatic approach to organizational change.