Chief Financial Officer

PE-Backed Multi-Entity Platform •Transaction-Focused • Texas (Houston Preferred) / Remote Considered

The Opportunity

A PE-backed professional and technical services platform is seeking a Chief Financial Officer to lead the company through its next phase of growth and toward a near-term monetization event. The business has achieved significant scale through a disciplined acquisition strategy and operates across multiple service lines and end markets in the infrastructure and critical facilities sectors.

The finance organization is healthy — recently refinanced, clean balance sheet, strong controller, and a well-invested technology stack. The platform is not in need of a turnaround. The mandate is straightforward: sit in the seat, drive financial discipline, and transact.

This is an ideal role for a CFO who thrives in the deal phase, wants meaningful equity participation, and is ready to help maximize enterprise value at exit.

• Reports to: Chief Executive Officer and Board of Directors
• Location: Texas preferred (Houston HQ); Austin/Dallas considered; in-office presence expected
• Compensation: Market-competitive base; deal bonus; meaningful equity with high multiplier at transaction

Key Responsibilities

Transaction & Exit Readiness

• Lead financial preparation for a PE-to-PE transaction within a defined near-term window
• Partner with the CEO, board, and PE sponsor on exit strategy, timing, and buyer positioning
• Drive financial diligence readiness, quality of earnings preparation, and management presentation
• Support add-on acquisition pipeline, including diligence, integration, and synergy modeling
• Own the long-term financial roadmap, capital structure, and banking relationships
• Manage debt facilities, covenant compliance, and lender communications
• Lead budgeting, forecasting, and scenario modeling to inform strategic decisions

Reporting, Controls & Compliance

• Oversee all accounting functions — GL, AP/AR, payroll, project accounting, revenue recognition
• Ensure GAAP-compliant, audit-ready financial statements
• Maintain strong internal controls and governance across a multi-entity structure

Operational Performance

• Develop KPIs, dashboards, and scorecards that drive accountability across business lines
• Partner with operational leaders on margin improvement, cost management, and performance gaps
• Leverage an established ERP and financial technology stack — no build-out required

Team & Stakeholder Leadership

• Lead a lean, capable finance team (fewer than 15; four direct reports)
• Serve as a financial voice to the board and PE sponsor
• Model integrity, executive presence, and sound judgment

Candidate Profile

Required

• Prior CFO or senior financial leadership experience in a PE-backed business — required
• Direct experience through a PE monetization or sale transaction — strongly preferred
• Background in professional services, consulting, or technical/engineering services
• Demonstrated ability to manage multi-entity platforms and complex capital structures
• Strong financial modeling, forecasting, and M&A diligence capabilities

Preferred

• Familiarity with time-and-materials or project-based revenue models
• Experience with leveraged capital structures and active lender relationships
• Infrastructure, energy, or government contracting sector exposure

Personal Attributes

• Deal-oriented mindset — motivated by equity upside and transaction outcomes
• Executive presence with the credibility to operate at board and PE sponsor level
• Operationally grounded — comfortable in a lean, high-accountability environment
• Texas-based or willing to relocate; able to maintain regular in-office presence

Education

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• MBA, CPA, or equivalent credentials preferred