Chief Financial Officer

Harvest CFO Executive Search has been retained to provide a highly skilled Chief Financial Officer for a market leading, growth focused niche consumer health services platform. This platform has grown to currently more than 30 clinics and generating more than $100MM in annual revenues with solid profitability. Backed by its well-regarded private equity sponsor this platform has a strategic plan of continued growth towards $200MM in annual revenue through M&A and de novo clinic openings.

This CFO role is a key executive leadership position tasked with leading a financial management function to enable continued, profitable growth and partnering with the CEO, management and the Board to achieve the strategic plan. The CFO needs to be “operations focused” and will partner with leadership in forming strategy and execution as to M&A activities and de novo market expansion and in an eventual company sale process.

Desired Competencies

Direct industry experience in multi-location consumer, retail, healthcare, spa or fitness services organization preferred. Experience with membership / recurring revenue models, including deferred revenue accounting and revenue recognition, strongly preferred.

Successful experience:

• as a financial leader who is both “hands-on” and “scalable” in a commercial operations environment with revenues of at least $100MM with proven ability to manage growth and change;
• as a strategic business partner with the CEO, management team, and the Board to achieve targeted results and strategic plan;
• as a data-driven leader, driving performance through strong analytical/FP&A/KPI bias and building/managing a high performing FP&A function;
• as a proficient user of technology and AI tools and inspirational leader who can challenge teams to automate and become more efficient;
• implementing/managing initiatives to optimize profitability, cash flow and working capital;
• operating in a private equity backed environment;
• in a leadership role as to acquisition due diligence and post-acquisition integration including monitoring progress towards targeted synergies;
• as a change leader/manager advancing financial management best practices across the business;
• as an operations-focused business partner effectively teaming across all organizational functions;
• partnering with operations leadership as to implementing performance metrics and financial/operational reporting;
• partnering with leadership to introduce/improve pricing methodologies and revenue models to positively impact margins and revenue streams;
• leading a company sale process.

This role provides a competitive compensation and benefit package, including equity participation.

Harvest CFO Executive Search is the premier executive search partner for the CFO role for private equity portfolio and middle market companies.