Chief Financial Officer

Chief Financial Officer (CFO)

Confidential Private Equity Firm Remote (Offshore) | Full-Time

This confidential private equity firm specializes in acquiring and revitalizing small and medium-sized U.S. businesses whose owners are ready to retire or transition out. Founded in 2024, the firm focuses on industries such as manufacturing, construction, and home improvement, targeting companies with $500K–$5M in EBITDA that have substantial growth potential.

The firm's investment philosophy centers on preserving the legacy of acquired companies—including employees, brand identity, and customer relationships—while introducing strategic growth initiatives to modernize operations, expand market reach, and increase profitability. With two companies already acquired and a goal of 2–3 acquisitions per year, the firm is positioned for significant expansion. The CEO brings deep leadership experience from major global consulting firms and has led large-scale transformation initiatives for Fortune 500 clients.

Position Overview

We are seeking an experienced and strategic Chief Financial Officer (CFO) to join the executive leadership team. This critical offshore position reports directly to the CEO and oversees all financial operations across the holding company and portfolio businesses.

The ideal candidate has strong U.S. GAAP expertise, extensive private equity and M&A experience, and a proven track record working with small to mid-sized U.S. companies. This position requires working U.S. Central Time hours and will initially manage a finance team of approximately five professionals, with continued team growth expected as the portfolio scales.

Key Responsibilities

Financial Leadership & Strategy

• Serve as the top financial strategist across the holding company and portfolio businesses
• Develop financial strategies aligned with aggressive growth objectives
• Advise the CEO on capital allocation, deal strategy, and financial decision-making
• Build relationships with banking partners and manage all credit facilities

Financial Reporting & Compliance

• Oversee consolidated reporting in accordance with U.S. GAAP
• Own monthly, quarterly, and annual close processes
• Standardize accounting practices across all portfolio companies
• Implement KPIs and performance metrics to drive operational excellence
• Prepare investor reporting packages and financial presentations
• Manage all lender reporting and compliance requirements

Mergers & Acquisitions

• Lead buy-side due diligence for 2–3 annual acquisitions in the $500K–$5M EBITDA range
• Build sophisticated financial models (DCF, LBO, accretion/dilution)
• Perform deep-dive financial analysis on target companies
• Structure deal financing and negotiate terms with sellers and lenders
• Manage post-acquisition integration, controls, and financial standardization

Portfolio Company Management

• Provide strategic financial oversight to individual portfolio companies
• Implement consistent financial systems, controls, and best practices
• Oversee QuickBooks adoption and utilization
• Identify operational improvements to increase EBITDA and cash flow
• Monitor business health and detect early warning signs of underperformance

Team Leadership

• Lead and mentor a growing finance team (currently ~5 professionals)
• Scale the team in alignment with portfolio growth
• Build a high-performance culture aligned with company values
• Delegate effectively while maintaining accountability for results

Capital Management & Fundraising

• Support future capital-raising initiatives, including fund formation
• Prepare materials for investor roadshows and reporting cycles
• Manage relationships with current and prospective investors
• Optimize capital structure across the holding company and portfolio

Required Qualifications

• 3–5+ years of CFO or senior finance leadership experience
• Expert knowledge of U.S. GAAP
• Proven private equity and M&A experience
• Strong background in small and mid-sized business finance (&$10M revenue)
• Strong QuickBooks expertise
• Advanced Excel + complex modeling (DCF, LBO, accretion/dilution)
• Track record of due diligence and post-acquisition integration
• Experience working with early-stage or rapidly scaling U.S. businesses
• Strong leadership experience and ability to manage cross-functional finance teams
• Ability to work U.S. Central Time hours
• Excellent communication skills in English
• Strong strategic thinking and business acumen
• Self-starter with comfort in fast-paced, entrepreneurial environments

Preferred Qualifications

• CPA or equivalent international credential
• Industry experience in construction, manufacturing, or home improvement
• Familiarity with HubSpot CRM
• Experience in PE-backed portfolio environments
• Experience implementing consolidation/reporting tools
• Background managing lender and investor reporting

First 90 Days Success Criteria

• Standardize financial reporting and month-end close processes
• Build robust acquisition financial models and due diligence frameworks
• Implement consolidated reporting infrastructure
• Establish relationships with portfolio leadership teams
• Identify key opportunities to improve financial systems and controls

Compensation & Benefits

Competitive compensation based on experience and location, including:

• Competitive base salary
• Performance-based annual bonus
• Potential equity participation (based on experience and value-add)
• Professional development support
• Annual U.S. travel for strategic planning and leadership sessions

Compensation will be positioned based on experience, qualifications, geography, and private equity/M&A expertise.

Career Growth

As the portfolio expands from two to 6–10+ companies in the coming years, this role will grow significantly:

• Build and lead a larger finance organization
• Transition from hands-on execution to strategic leadership
• Shape the long-term financial direction of a fast-growing private equity firm
• Gain exposure to diverse industries and business models

Company Values

The firm operates with six core values:

• Be Fast — decisive action and continuous momentum
• Own It, Always — extreme ownership and long-term thinking
• Radical Candor — direct, honest, respectful communication
• No Assholes — zero tolerance for ego or toxicity
• Earned, Not Entitled — rewards tied to contribution
• Enjoy the Ride — celebrate wins and maintain a positive culture