Vice President Finance

Vice President of Finance

Confidential | Private Equity-Backed Business Services Platform

Location: Salt Lake City, Utah Area

Work Arrangement: Onsite preferred; hybrid or remote with regular travel may be considered

Company Size: Approximately $30M Revenue / $10M EBITDA

Position Type: Full-Time, Permanent

Company Overview

Our client is a growing, private equity-backed business services platform providing operational, financial, and administrative support to a network of professional services organizations across multiple states.

With approximately $30 million in annual revenue and $10 million in EBITDA, the company has established a profitable business model and is positioned for continued geographic expansion and operational growth.

Backed by an experienced private equity sponsor, the organization is focused on strengthening its financial infrastructure, enhancing operational visibility, and building scalable processes to support its next phase of growth.

Position Overview

The Vice President of Finance will serve as a key strategic and operational partner to the Chief Executive Officer and private equity sponsor, leading the evolution of the company's finance function.

This is a highly visible, hands-on leadership opportunity for a finance executive who can combine strategic financial planning with operational execution. The VP of Finance will be responsible for building a robust FP&A function, enhancing financial reporting, improving cash flow visibility, and developing the financial infrastructure necessary to support continued growth.

The successful candidate will bring a strong understanding of private equity-backed environments, experience working within lean finance organizations, and the ability to translate financial data into actionable business insights.

Key Responsibilities

Financial Planning & Analysis

• Build and lead the company's financial planning and analysis capabilities, including annual budgeting, rolling forecasts, and long-range financial planning.
• Develop integrated financial models to support revenue growth, profitability improvement, and strategic initiatives.
• Establish meaningful financial and operational KPIs to provide management with actionable insights.
• Implement reporting dashboards and tools to improve financial visibility and decision-making.
• Conduct variance analysis and identify opportunities to enhance operating performance.

Strategic Finance & Private Equity Partnership

• Serve as a trusted financial advisor to the CEO and private equity sponsor.
• Prepare financial reporting packages, board materials, and analyses to support strategic decision-making.
• Evaluate growth opportunities, geographic expansion, and potential acquisition opportunities.
• Develop financial analyses supporting pricing, resource allocation, investment decisions, and profitability initiatives.
• Support value-creation initiatives and strengthen financial discipline across the organization.

Accounting & Financial Operations

• Partner with the existing accounting leadership team to ensure accurate and timely financial reporting.
• Enhance financial controls, reporting processes, and overall financial infrastructure.
• Improve the quality and consistency of monthly financial results and management reporting.
• Oversee cash flow forecasting, working capital management, and liquidity planning.
• Identify opportunities to streamline financial processes and leverage technology and automation.

Operational Finance & Business Performance

• Partner with operational leaders to understand key business drivers and improve financial performance.
• Develop profitability analyses by business line, geography, and other relevant operating metrics.
• Improve visibility into revenue generation, operating costs, productivity, and margins.
• Establish scalable financial processes to support expansion into additional markets.
• Drive accountability through consistent financial metrics and performance reporting.

Team Leadership & Development

• Provide leadership and mentorship to the existing finance and accounting organization.
• Build a collaborative, high-performing finance function capable of supporting a growing business.
• Assess organizational capabilities and identify opportunities to strengthen the finance team.
• Foster a culture of financial accountability, operational excellence, and continuous improvement.

Candidate Qualifications

Required Experience

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Significant progressive finance experience, including leadership responsibility in FP&A, strategic finance, or operational finance.
• Experience within a private equity-backed, growth-oriented, or lower-middle-market organization.
• Demonstrated success building or improving budgeting, forecasting, financial modeling, and management reporting processes.
• Strong understanding of financial statements, cash flow management, and accounting fundamentals.
• Experience partnering directly with senior executives and translating financial analysis into business recommendations.
• Ability to operate both strategically and tactically within a lean, entrepreneurial organization.
• Strong leadership, communication, and cross-functional collaboration skills.

Preferred Experience

• Background in business services, professional services, legal services, financial services, or other transaction-intensive industries.
• Experience supporting multi-location or geographically distributed operations.
• Exposure to acquisition integration, geographic expansion, or private equity value-creation initiatives.
• Experience building an FP&A function or upgrading financial infrastructure in a growing organization.
• CPA, MBA, or other advanced financial qualification.
• Experience managing or partnering with offshore accounting and finance teams.

Ideal Candidate Profile

The ideal candidate is a commercially oriented finance leader who thrives in entrepreneurial, private equity-backed environments and enjoys building financial infrastructure while remaining closely involved in day-to-day operations.

This individual will have the technical finance expertise to develop sophisticated financial models and reporting processes, combined with the business acumen to advise executive leadership on growth, profitability, and operational improvement.

The successful candidate will be comfortable working with an established accounting team while taking ownership of forward-looking financial planning, strategic analysis, and performance management.

Above all, the organization is seeking a hands-on, proactive finance leader who can build structure, drive accountability, and help scale a profitable business through its next stage of growth.