Chief Financial Officer

Overview

Chief Financial Officer role tri Business Consulting provides advisory services in financial reporting, internal controls, technical accounting, valuation, M&A, tax, CFO and HR advisory services.

As Centri continues its rapid expansion—including through targeted acquisitions—the CFO will play a key role in driving financial strategy, supporting M&A execution, and building a scalable infrastructure for sustained growth. The CFO will be a key member of the executive team, reporting to the CEO, and will oversee the Finance function within the Firm. Primary day-to-day responsibilities include planning, implementing, managing and controlling all financial activities of the Firm including accounting, budgeting, financial reporting and treasury.

Core Responsibilities

• Build, develop and lead a strong Finance department. Ensure efficient day-to-day operation of accounting and finance functions through direct supervision and goal setting.

• Serve as a key business partner and contributor to growth strategies, business development programs and long-range planning. Prepare analyses in support of major business decisions.

• Maintain standardized financial management policies and procedures; evaluate internal controls and maintain a system of controls over accounting transactions.

• Partner with the CEO, executive team and Head of Corporate Development to evaluate and pursue strategic acquisition opportunities, including financial due diligence, integration planning, post-close integration and advising on capital strategy and financing alternatives.

• Develop operating policies and procedures and improvement programs to achieve business objectives.

• Build and maintain banking relationships; coordinate cash accounts reconciliation and provide investment oversight including cash management.

• Direct the annual budget process; oversee financial health of the Firm and provide guidance on budgetary controls, costs, pricing and cost estimation.

• Provide strategic fiscal planning to inform future decisions and expansion.

• Present financial, legal and other operational items to executive management and the Firm Advisory Board.

• Collaborate with CHRO to review employee benefit plans and renewal analyses.

• Oversee agreements, contracts and engagement letters with respect to legal requirements, risk identification, and coordination with outside counsel as appropriate.

• Coordinate filing of income and other tax returns; maintain accounting records in compliance with statutory requirements; oversee preparation of annual K-1 schedules and coordinate with external auditors and HR for benefit plan audits.

• Partner with CEO and executive team to evaluate growth strategies, including finance structures, M&A opportunities, and capital financing options.

Qualifications

• BS in Accounting, Finance or Business (expected).

• CPA certification or MBA degree is required.

• Minimum of 20 years of progressive accounting and finance experience, with at least 10 years in an executive role.

• At least 10 years of experience in the professional services industry.

• M&A and capital financing experience preferred.

• Experience with Net Suite or comparable ERP is valued.

• Experience overseeing a multi-office environment preferred.

• Advanced Excel skills; proficiency in Word and PowerPoint.

• Strong emphasis on procedure, process and operational excellence.

• Excellent presentation skills with strong executive presence and public speaking ability.

• Strong external professional network.

• Ability to write accurately and succinctly.

EEO notice:
This position is exempt under the Fair Labor Standards Act. Centri provides equal employment opportunities to all employees and applicants and prohibits discrimination and harassment of any type. This policy applies to all terms and conditions of employment.

Seniority level

• Executive

Employment type

• Full-time

Job function

• Finance

• Sales

Industries

• Business Consulting and Services

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