Interim Chief Financial Officer

Interim Chief Financial Officer (CFO)

About the Company and Opportunity:


Our client is an established professional services organization with over $200 million in annual revenue and multiple business units. The company operates in a stable, well-established environment and is backed by a private equity investment group.


The Interim CFO will oversee an existing financial reporting infrastructure, including P&L, cash management, balance sheet reporting, DSO, gross margin, and lender reporting. This is an excellent opportunity for a hands-on finance executive with experience in a PE-owned or leveraged business to step into a functioning organization and help keep the finance operation running smoothly.

Why work here:

• Join an established professional services organization.
• Work within a stable business with multiple business units and an established finance team.
• Gain direct exposure to a private equity-backed organization and investment group.
• Work in an environment with a leveraged balance sheet and established lender reporting.
• Partner directly with the CEO, ownership/investment group, Controller, and FP&A leadership.
• Lead an established finance organization without the need to rebuild reporting infrastructure.
• Oversee a sophisticated monthly reporting package covering financial and operational metrics.
• Flexible work arrangement with an emphasis on results and execution.
• Opportunity to make an immediate impact during an important executive leadership transition.

What You'll Be Doing as an Interim CFO:

• Provide executive-level finance leadership during the transition from the current CFO to a permanent CFO.
• Maintain continuity across the company's existing finance and accounting functions.
• Oversee the monthly financial reporting process and established reporting package.
• Manage and review lender reporting in a leveraged balance sheet environment.
• Partner regularly with the CEO and investment/ownership group.
• Review P&L, balance sheet, cash flow, and working capital performance.
• Monitor and manage DSO and other key working-capital metrics.
• Oversee reporting across multiple business units.
• Review job-count metrics and gross margin by service line.
• Analyze geographic and product/service-level financial performance.
• Work closely with the Controller and FP&A team to ensure accurate and timely reporting.
• Provide financial leadership and additional bandwidth to an established finance organization.
• Support cash management and financial planning activities.
• Ensure financial results and management reporting are accurate, timely, and actionable.
• Communicate financial performance, trends, risks, and opportunities to executive leadership and the investment group.
• Support lender and investor communications as needed.
• Quickly understand the company's existing reporting processes, systems, and business model.
• Ensure a smooth knowledge transfer from the departing CFO.
• Maintain and improve execution of existing finance processes without unnecessarily disrupting the organization.
• Serve as a hands-on finance leader who is willing to get into the details when necessary.
• Support the organization through the interim period while a permanent CFO is identified.

Preferred Qualifications of the Interim CFO:

• Significant experience as a CFO, divisional CFO, VP of Finance, or other senior finance executive.
• Previous experience working in a private equity-owned or PE-backed company.
• Experience operating within a leveraged balance sheet environment.
• Experience with lender reporting and regular communication with lenders and/or investment sponsors.
• Background in professional services, legal services or business services is strongly preferred.
• Experience overseeing finance operations across multiple business units.
• Strong understanding of P&L management, cash flow, working capital, DSO, and balance sheet management.
• Experience working closely with Controllers and FP&A teams.
• Strong financial reporting and management reporting experience.
• Experience communicating directly with CEOs, ownership groups, private equity sponsors, and other senior stakeholders.
• Hands-on, roll-up-your-sleeves leadership style.
• Practical, execution-oriented approach with the ability to operate effectively within an established organization.
• Strong analytical and problem-solving skills with excellent attention to detail.
• Excellent verbal and written communication skills.
• Ability to quickly assess an organization, establish credibility, and operate independently.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Strong interpersonal skills and the ability to collaborate effectively across Finance, Operations, and executive leadership.
• Experience with Excel and financial reporting systems; ability to work effectively with a homegrown ERP environment.
• Comfortable working in an environment where existing reporting and processes are established and the priority is execution rather than transformation.
• CPA, MBA, or other advanced finance/accounting credential is a plus.

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