CFO​/Managing Director - Interim Leadership Practice

Chartwell is a national leader in financial advisory where intellectual curiosity, continuous improvement, and strong teamwork are essential. We provide our services to middle-market companies across an array of industries, through four main practice areas:
Valuation, Corporate Finance, Consulting and Interim Leadership. Our comprehensive expertise allows us to provide a variety of services to companies with focus on achieving sustainable results. Chartwell is a Minneapolis-based business with nine offices nationwide focused on expanding through organic and inorganic strategic growth.

Chartwell invests in people who are motivated to learn, who enjoy solving ambiguous problems, and who take pride in producing clear, client-ready work. We’re committed to doing honest, ethical work and treating teammates and clients with respect, integrity, and professional courtesy.

Chartwell’s Interim Leadership practice works primarily with middle-market companies, who have a desire to grow.

Our team of finance and accounting professionals bridges the gap between strategy and execution by embedding seasoned experts who execute initiatives that drive revenue growth and EBITDA expansion, resulting in value creation. Typical roles within the practice include CFO, VP of finance, controller and accounting manager.

If you enjoy working with multiple clients, across a variety of industries, in a fast-paced, high-growth, collaborative environment, this role would be a strong fit.

As a Managing Director in the Interim Leadership practice, you will play a key role in helping clients execute financial initiatives that support sustainable EBITDA growth, financial strength and operational excellence. You will support clients and lead engagements in the strategic role typical of a CFO including foundational accounting, finance processes and systems, transaction readiness & integration, data & analytics, and turnaround/restructuring.

This is primarily a client-facing role (60%), but will also involve mentorship, leadership and sales responsibilities (40%) across the Interim Leadership practice, including but not limited to:

• Manage, mentor, and develop team members.
• Drive business development and sales efforts of the Practice to create awareness and secure new clients.
• Support a culture of accountability, continuous improvement and collaboration.
• Support the development of standardized processes that support the Practice.
• Partner with Chartwell practice areas to support the overall operational and strategic initiatives of our clients.

• Bachelor’s degree in finance, accounting, or equivalent.
• 10+ years of finance and accounting leadership experience; including 7+ years in a CFO role.
• Experience in a consulting role, working with multiple clients (preferred).
• CPA (active or inactive) and/or MBA (preferred).
• Proven track record of successfully executing acquisitions, from due diligence to integration.
• Ability to gain trust with executive level professionals and stakeholders.
• Strong communication skills with an ability to adjust style to clients and their stakeholders, as needed, as well as internal teams.
• Ability to manage multiple priorities in a fast-paced, dynamic environment.
• Experience in leading and developing finance and accounting professionals.
• Self-directed to identify and execute goals and initiatives.
• Strong analytical capabilities to identify issues and bring executable solutions.
• Knowledge and experience in full cycle accounting.
• High level of proficiency in various ERP systems and Excel.
• Collaborative working style and the ability to remain organized and manage multiple deadlines and various priorities with clients and internal teams.
• High attention to detail, with the ability to consistently follow-through.
• Desire and experience in networking with centers of influence (COIs) to create Practice awareness and generate new clients; as well as identify cross-sell opportunities with clients.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.