Job Description

Our client, a PE-backed B2B services company, is seeking a CFO with an execution-orientation & strategic mindset to build a scalable Finance & Accounting function for a company that recently took private equity capital to fund a significant and interesting growth strategy. The Chief Financial Officer is a key member of the executive leadership team, serving as an operational and strategic business partner to the CEO and President, as well as to the senior leadership team, on financial and broader business issues related to the Company's overall performance. The CFO will oversee the Corporate Accounting and Finance Department, preparing and reviewing consolidated financial results, and directing the preparation of internal financial statements and analyses for leadership review. The CFO will develop core FP&A capabilities, strengthen the Accounting function, drive cash management activities, lead the management of banking relationships, and oversee HR and administrative support functions. The ideal candidate is a leader who possesses an innate desire to "win", with high integrity, and who commands the respect and confidence of their team, the Board of Directors, investors, and the executive management team, while still being hands-on in the day-to-day running of the Finance and Accounting function. Value Creation and Business Partnering Serve as a key member of the executive team in providing input to management peers regarding strategic input on value creation and the financial implications of all major business decisions Possess a cross-functional focus, including an intellectual curiosity to understand the business model; knock down silos between functions and ensure Finance supports the business Provide leadership in developing the Company's short- and long-term strategic financial objectives Prepare the Company for a successful exit that maximizes shareholder value M&A Work closely with the private equity sponsor on M&A activities, including diligence support and integration of the back office, which can serve as a competitive advantage Drive all aspects of M&A-related accounting activity, including overseeing purchase accounting and integration of acquired companies into accounting system Team and Capability Building Evaluate existing accounting/finance team and build out additional capabilities as needed to support growth Implement the Finance Technology Roadmap, documenting finance & accounting-related processes at completion Leverage technology to enhance business analytics and reporting (e.g., implement ERP/GL solution) Own all finance processes and ensure disciplined standards are met across all Company offices. Help re-design and automate, then roll out key aspects to future acquisitions, as necessary (e.g., Order to cash, Procure to pay, Payroll, Reporting, Treasury/bank accounts) Build and lead all FP&A activities including driver-based budgeting and forecasting Direct activities to prepare Annual Business Plan, quarterly forecasts and long-range plan (EBITDA, cash flow, balance sheet, and capital planning) Develop an effective FP&A function, conduct business development analysis (financial analysis, incremental investment/capital spend analysis across various time periods) to inform strategic and operational choices and prepare strategic/investment spend proposals for the Board, as appropriate Drive cost discipline and productivity initiatives across the Company Ensure financial covenants are met, including compliance with debt instrument financial reporting Accounting Possess a foundational understanding of accounting and financial reporting, including underlying accounting and reporting processes/technology, and lead a team to ensure books are closed timely and accurately in compliance with GAAP. Ensure effective internal controls are maintained for compliance w/GAAP and applicable federal, state, and local regulatory laws and rules for financial and tax reporting Engage and support external auditors and accounting firms (in partnership with the Controller), investigate their findings and recommendations, and provide transparency and clean audits Manage relationships with outsourced tax firms and oversee/review/approve all tax returns; ensure compliance with local, state, and federal reporting requirements Review and approve capital expenditures Manage and develop Controller and team to oversee all the daily aspects of accounting, financial statements, GL, AP, AR, tax compliance, and revenue recognition Treasury Drive cash management activities and provide a leadership role in managing banking relationships Optimize treasury management to gain efficiencies while effectively managing the cash needs of the business; always keep an eye on cash and create/update a 13-week cash flow with real intellectual rigor Seniority level Seniority level Executive Employment type Employment type Full-time Job function Job function Finance, Strategy/Planning, and Accounting/Auditing Industries Business Consulting and Services and Oil and Gas Referrals increase your chances of interviewing at Pinnacle Search Partners by 2x Inferred from the description for this job Medical insurance Vision insurance 401(k) Get notified when a new job is posted. 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