Head of Finance

THE TEAM YOU WILL BE JOININGPrivately owned supply chain and operations consulting firm supporting CEOs and executive teams through measurable operational and EBITDA improvementLean, entrepreneurial organization led directly by its owner.Organization is preparing for its next stage of growth and is investing in its infrastructure as a technology-forward, AI-native consulting firmSenior delivery team composed of experienced operators and industry executives who work directly with clients in the field.The following information aims to provide potential candidates with a better understanding of the requirements for this role.WHAT THEY OFFER YOUOpportunity to serve as the senior finance leader and direct business partner to the ownerSignificant autonomy to design and lead the company's finance and operating infrastructureBroad visibility across financial performance, cash flow, contracts, tax, operations, and strategic planningAbility to help shape a lean, technology-enabled businessDirect involvement in preparing the organization for continued growthOpportunity to introduce AI, automation, and modern systems into the finance and back-office environmentLOCATIONCharlotte, North Carolina - Local candidates are strongly preferredCandidates across the East Coast will be consideredWHY THIS ROLE IS IMPORTANTServe as the senior finance leader for the business, reporting directly to the ownerOwn cash flow management, liquidity planning, and 13-week cash forecastingMaintain accurate financial reporting while ensuring the business remains focused on cash generation and cash-on-cash returnsLead budgeting, forecasting, tax coordination, financial controls, and transaction readinessSupport a project-based professional services model with large engagements, complex revenue timing, and limited transaction volumeReview engagement letters, proposals, NDAs, contracts, and other business documents with a financial, operational, and commercial perspectivePartner with external advisors, including accounting, tax, and legal resourcesBuild a scalable, efficient finance function supported by virtual resources, outside partners, automation, and modern technologyProvide white-glove support to consultants and field leaders who are responsible for generating revenue and delivering client outcomesHelp implement and optimize systems across accounting, payroll, reporting, and business operationsSupport the owner in evaluating strategic investments, profitability, growth initiatives, and future transaction opportunitiesTHE BACKGROUND THAT FITSSenior finance leadership experience within professional services, consulting, or another project-based businessStrong understanding of cash flow management, liquidity forecasting, and 13-week cash modelingPrior experience supporting xhyhwjd an acquisition, sale, recapitalization, or other business transactionComfortable operating as a hands-on finance leader within a lean organizationExperience overseeing accounting, reporting, tax, contracts, and basic business operationsAbility to move between strategic decision-making and detailed executionStrong commercial judgment with the ability to review engagement terms, proposals, and contractsEntrepreneurial mindset and comfort working directly with an ownerTechnology-forward orientation with a strong interest in AI, automation, and process improvementService mentality and ability to support senior consultants and field teams with urgency and professionalismExperience in large corporate, manufacturing, or highly specialized accounting environments without project-based services exposure is less likely to translateCPA, MBA, or other relevant advanced credential is preferred