Our lower-middle market, PE-backed industrial/commercial services client is seeking a Chief Financial Officer; the candidate will be responsible for providing financial and managerial leadership for all aspects of the Company. Reports to the President.
Must be local or willing to relocate.
Position Responsibilities
Provides critical financial and operational information to the President and key stakeholders, including the Board of Directors (BOD). Provides leadership in developing Company short- and long-term strategic financial objectives.
Provides counsel to senior leadership regarding financial implications of new business opportunities; provides strategic recommendations to enhance Company financial performanc
Directs activities to prepare Annual Business Plan, projected forecasts, and Long-Range Plan (EBITDA, cash flow management, and balance sheet).
Directs month-end close activities, including creating financials, performing variance analysis, and presenting financial results to the President, BOD, and other stakeholders.
Leverages technology to enhance business analytics and reporting. Experienced in utilizing ERP and associated data management tools and systems to improve financial insights.
Drives focus on data structure and integrity to ensure reporting accurately and efficiently supports business needs.
Ensures credibility of Finance/Accounting Department by providing timely and accurate analysis of budgets, financial trends, and forecasts.
Responsible for the Accounting and Finance Department, and reviews consolidating financial results. Directs the preparation of internal financial statements/analyses for leadership review.
Leads the preparation of internal and external financial reports, including monthly, quarterly, and annual financial operating reports and analyses of KPIs.
Establishes the accounting function's procedures and protocols, including selecting and implementing accounting systems/software. Develops, implements, and upgrades financial information systems and seeks ways to improve financial reporting and control.
Qualifications, Education, & Skills
Bachelor's degree in business administration (preferably in Accounting or Finance) from an accredited college or university.
10+ years of accounting experience in roles with progressively more responsibility, including accounting operations in relevant businesses.
Proficient in QuickBooks and various ERP systems.
Technically very strong, CPA preferred.
Leadership experience within a mid-market privately-held or private equity-backed company (preferably $10 - $100M in revenue).