Chief Financial Officer

Chief Financial OfficerThe Chief Financial Officer (CFO) will lead the Corporate Finance function, overseeing a team of 7–8 professionals in Accounting, FP&A, and Billing. This executive will be responsible for driving operational efficiency, financial control, and performance across all business units and enabling functions. The CFO will play a central role in shaping financial strategy and providing leadership through data-driven decision making and strong cross-functional collaboration.As a senior leadership team member, the CFO will partner closely with the Founder/CEO, acting as a key advisor on financial structure and tax planning. The ideal candidate will bring experience in similar business and revenue models and will confidently represent the firm in both internal and client-facing settings.Key ResponsibilitiesLead financial management and planning across all business units and departments including IT, HR, Legal, and MarketingOversee short- and long-term planning, budgeting, and forecasting processesEstablish and report against critical metrics to drive transparency and accountabilityLead ERP implementation and optimize financial systems and controlsPartner with external tax advisors on entity taxation, accruals, and reconciliationsProvide financial oversight for benefit and compensation programs in partnership with HRSupport business development efforts, articulating our Clients value proposition in client engagementsManage treasury functions, liquidity, and banking relationshipsEvaluate cost structures, procurement practices, and opportunities for operational efficiencyOversee monthly close, audit process, and external reportingBuild, assess, and develop a high-performing finance teamParticipate in M&A activities supporting business growthWhat You'll Bring20+ years of experience, with at least 10 years in a senior finance roleCurrent or prior experience in a professional services firmCFO experience in a PE-backed or founder-led environmentPrior experience in a Big 4 or large public accounting firmExperience leading ERP implementations and financial transformationsStrong understanding of PTET and partnership taxationProven track record of strategic planning, business partnering, and team leadershipPreferred QualificationsExperience in firms delivering B2B, fee-based services (e.g. fund administration; outsourced accounting, HR, or IT services)High emotional intelligence and service-oriented mindsetAbility to build teams, lead through change, and manage complexityResilient, organized, and comfortable with detail and executionM&A experience in a growth setting