Chief Financial Officer

Finatal is partnering with a private equity group to appoint a Chief Financial Officer for a tech‑enabled services platform serving a diversified base of institutional partners and international customers.

The business has scaled significantly since inception, reaching over $150m in revenue at its peak, and operates on long‑term, performance‑based agreements across a global delivery model. Following a recent recapitalization, the company is navigating a temporarily constrained revenue environment driven by external market dynamics, while maintaining strong underlying demand. With a resilient profitability profile, the business is positioned to return to sustained growth and materially expand EBITDA ahead of a planned exit.

Backed by an experienced investor group, the Company is entering a new phase of operational maturation and value creation. This is an opportunity for a hands‑on, private‑capital‑experienced CFO to partner closely with the CEO and investors to build financial and operational rigor and improve performance.

Key Responsibilities

• Build, scale, and professionalize the finance function, with an emphasis on FP&A, business insight, and decision support
• Lead budgeting, forecasting, cash flow management, and financial controls across a complex, multi‑revenue stream model
• Own liquidity planning, lender management, and capital strategy following a recent recapitalization
• Upgrade financial systems, data integrity, and reporting infrastructure to improve visibility and reduce manual processes
• Strengthen FP&A capabilities, establishing a repeatable, insight‑driven planning and performance function
• Partner with the CEO and investors on value creation, scenario modeling, and capital allocation
• Support strategic initiatives, including potential M&A, and drive readiness for an eventual exit

Qualifications

• Proven experience as a CFO in a private equity or venture‑backed business
• Demonstrated success upgrading finance organizations, including hands‑on FP&A build‑outs
• Background in tech‑enabled services, consumer services, or other complex, multi‑product environments
• Strong lender management and capital markets experience, including debt structures and covenant oversight
• Track record operating in growth or transitional environments with evolving infrastructure
• Hands‑on leadership style with the ability to operate in the details
• International exposure preferred, including experience supporting globally distributed operations
• Willingness to travel regularly with a consistent on‑site presence expected in Boston