Chief Financial Officer

Chief Financial & Business Officer

The Opportunity

We are conducting a search for a senior financial executive who combines deep finance expertise with a strong commercial and operational orientation. This leader will play an important role in shaping the company’s next phase of growth, working closely with the CEO and senior leadership to strengthen financial performance, improve operating leverage, and build the infrastructure required for scale.

The ideal candidate is more than a steward of the numbers. They will bring a business-owner mindset to financial decision-making, connect financial outcomes to operating activity, and provide leadership with the insight required to make informed decisions around growth, investment, resources, and risk.

This is a high-impact executive role with responsibility across finance, strategic planning, business performance, organizational development, and selected corporate initiatives.

What You’ll Own

Enterprise Planning & Executive Partnership

• Act as a senior thought partner to the CEO and executive leadership team on financial, commercial, and operational matters.
• Translate company objectives into actionable financial plans, priorities, and performance measures.
• Bring financial perspective to major business decisions, including investments, resource allocation, pricing, growth initiatives, and organizational priorities.
• Lead and contribute to executive planning cycles, operating reviews, and longer-range business planning.
• Establish the financial infrastructure, processes, and management disciplines necessary for the organization’s continued evolution.
• Help leadership identify the underlying drivers of performance and convert those insights into measurable business actions.

Financial Management & Business Intelligence

• Direct the company’s financial planning, forecasting, budgeting, liquidity management, and performance-management processes.
• Develop meaningful KPIs, management reporting, dashboards, and analytical tools that give leadership a clear view of business health.
• Build and maintain sophisticated financial models for planning, forecasting, scenario analysis, investments, and strategic decisions.
• Evaluate opportunities to enhance revenue, pricing, gross margin, productivity, utilization, and overall economic performance.
• Work closely with business leaders to understand financial results in the context of operational activity.
• Create a forward-looking financial management approach that identifies potential opportunities and exposures before they become material issues.

Finance Infrastructure & Controls

• Provide executive oversight across accounting, reporting, treasury, tax, payroll, accounts payable, accounts receivable, and related financial activities.
• Maintain high standards for financial accuracy, reporting quality, and timeliness.
• Ensure appropriate accounting policies, controls, procedures, and governance are in place as the organization scales.
• Oversee external audit relationships, tax matters, banking relationships, and outside financial advisors.
• Maintain compliance with applicable accounting, tax, regulatory, and reporting requirements.
• Assess and enhance financial systems, technology, workflows, and processes to improve scalability and efficiency.

Operational Performance

• Partner with operating leaders to improve the economics of the business, including resource deployment, productivity, project performance, and margin management.
• Develop management reporting that connects financial outcomes to the operational activities driving them.
• Identify opportunities for greater efficiency while maintaining appropriate investment in talent, technology, and growth.
• Establish clear ownership and accountability for financial and operating metrics across the organization.
• Lead cross-functional initiatives focused on improving performance, scalability, and long-term enterprise value.

Corporate Development & Strategic Growth

• Provide financial leadership for acquisitions, partnerships, investments, and other strategic growth opportunities.
• Lead or participate in financial analysis, valuation, diligence, transaction modeling, and post-transaction integration.
• Develop consistent financial frameworks for assessing prospective investments and acquisitions.
• Help build the reporting, processes, and controls required to successfully incorporate acquired businesses.
• Partner with ownership and executive leadership on capital allocation and long-term strategic decisions.

Team & Organizational Leadership

• Build and lead a finance function capable of supporting an increasingly complex and growing enterprise.
• Develop a strong team structure with clear responsibilities, expectations, accountability, and career development opportunities.
• Assess organizational capabilities and identify opportunities to strengthen talent, technology, systems, and processes.
• Promote a culture characterized by accountability, transparency, continuous improvement, and partnership with the broader business.
• Increase financial fluency throughout the organization by helping non-finance leaders understand the economic implications of their decisions.
• Serve as a highly visible executive who develops strong relationships across functions and levels of the company.

Financial Risk & Governance

• Maintain a disciplined framework for managing liquidity, working capital, insurance, compliance, controls, and other financial risks.
• Monitor the organization’s financial position and identify emerging issues, opportunities, and potential exposures.
• Establish appropriate governance around major financial commitments, contracts, investments, and capital decisions.
• Provide leadership with timely analysis and recommendations related to financial and operational risk.

What We’re Looking For

The successful candidate will bring substantial experience leading finance in a complex, growth-oriented organization, along with the ability to operate comfortably at both the strategic and operational levels.

Background & Experience

• Bachelor’s degree in Finance, Accounting, Business, or a related discipline.
• 15+ years of progressively responsible finance and accounting experience.
• Experience serving as a CFO, senior VP of Finance, Division CFO, or comparable executive finance leader.
• Meaningful experience in a professional services, project-oriented, people-intensive, or similarly complex business environment.
• Track record of partnering directly with CEOs, owners, boards, and senior leadership teams.
• Strong command of FP&A, accounting, financial reporting, cash management, forecasting, budgeting, controls, and financial operations.
• Demonstrated experience improving business economics, profitability, operating performance, and organizational scalability.
• Advanced financial modeling and analytical capabilities, with the ability to translate analysis into practical business decisions.
• Experience recruiting, developing, and leading high-performing finance teams.
• Exceptional executive communication skills and the ability to make complex financial matters understandable and actionable.

Particularly Relevant Experience

The following experience will be especially valuable:

• CPA and/or MBA.
• Prior CFO experience within a privately owned, entrepreneurial, or closely held organization.
• Experience helping a professional services or similarly people-driven organization navigate substantial growth.
• Direct involvement in acquisitions, integrations, mergers, investments, or other strategic transactions.
• Experience building financial infrastructure and management systems during periods of rapid organizational change.

Leadership Profile

We are looking for an executive who is intellectually rigorous, commercially aware, and comfortable operating as a true business partner. The strongest candidates will be able to move fluidly between strategic conversations with ownership and detailed discussions with operating leaders, while maintaining the financial discipline expected of a senior finance executive.