Senior VP of Finance (CFO) (Chief Financial Officer / VP of Finance)

The Opportunity
A leading, private equity-backed IT managed services provider is entering a massive growth phase and needs a highly operational finance leader to steer the ship. Following a strategic internal restructuring and the successful close of a multi-million dollar continuation fund, the business is primed for rapid scaling and future acquisitions. This is a permanent, full-time position for an ambitious financial executive who thrives in transformation, enjoys solving complex business challenges, and wants to build substantial enterprise value alongside a seasoned executive team and dedicated PE sponsors.

About the Company

Our client is an award-winning IT solutions provider specializing in digital transformation, cloud architectures, and cybersecurity, serving as a strategic growth platform in the IT space. Their mission is to empower technology teams by eliminating the complexity of modern infrastructure while fostering a cohesive, high-trust workplace culture. Backed by a major private equity firm, they are aggressively expanding the geographic footprint across the Southeast through targeted regional acquisitions and organic growth.

The Location

This role is based in Dallas, TX, serving as a central operational hub for our rapidly expanding business footprint. As a key executive, you will benefit from the thriving local corporate ecosystem while collaborating seamlessly with multiple regional offices and managing an international offshore support team.

What You Will Do

• Lead and mentor a comprehensive finance department of approximately sixteen professionals, encompassing a Director of Finance, Controller, Treasurer, FP&A specialists, and an offshore transactional team.


• Serve as a trusted strategic partner to the CEO and executive board, translating complex financial data into meaningful business insights that drive confident decision-making.


• Spearhead post-merger integration efforts, specifically focusing on consolidating disparate legacy systems into a unified, highly efficient operating model.


• Manage and strengthen critical external relationships with private equity sponsors, lenders, and banks, including leading covenant restructuring and capital structure planning.


• Oversee comprehensive risk management initiatives encompassing legal contract reviews, lender compliance reporting, and corporate tax strategies.


• Drive continuous operational improvement by identifying inefficiencies, streamlining processes, and establishing robust financial rigor across all growing business units.

Who You Are

• Business Administration degree with 8+ years of applicable experience.


• Extensive leadership experience within a private equity-backed business, demonstrating a clear track record of driving operational improvement and value creation.


• Proven success in leading or integrating mergers and acquisitions, particularly in streamlining operations and financial systems post-acquisition.


• Deep expertise in FP&A leadership, including advanced forecasting, budgeting, business planning, and intricate performance analysis.


• Demonstrated ability to confidently manage relationships with external stakeholders, including lenders, banks, and institutional investors.


• Familiarity with modern financial and operational tech stacks, ideally including systems like Sage Intacct, Salesforce, ConnectWise, and Paylocity.


• Experience in IT solutions, technology distribution, or managed services is highly advantageous, especially regarding margin optimization, pricing strategies, and commercial negotiations.

Ideal Candidate

You are an ambitious, action-oriented builder who embraces challenges rather than seeking a maintenance-mode finance function. Thriving in ambiguity, you possess a high degree of agility and are comfortable creating structure in a fast-paced environment where transformation is ongoing. You are a pragmatic problem-solver willing to roll up your sleeves and dive into the operational details, yet you can effortlessly zoom out to influence executive peers and drive organizational alignment. With a natural ability to balance strategic thinking with daily execution, you excel at helping operational leaders understand the "why" behind the numbers, making you a trusted, collaborative partner across the entire enterprise.

Flexibility & Work-Life Integration

• Work Structure: A fast-paced, highly collaborative environment focused on transformation, continuous improvement, and aggressive market growth.


• Schedule: A pragmatic and results-driven schedule that honors work-life flexibility while meeting the rigorous demands of executive leadership and private equity reporting cycles.


• Environment: A supportive, high-trust culture recently recognized with a top workplace award for work-life flexibility, encouraging autonomy, innovation, and direct peer-to-peer synergy.

Why Join the Team?

This is a rare opportunity to play a pivotal role in the financial and operational acceleration of a rapidly expanding technology platform. You will be supported by an experienced, collaborative executive team and backed by a major private equity firm fully dedicated to your success. Beyond the opportunity to shape the future of a growing enterprise, you will enjoy a high-trust culture that values pragmatic problem-solving, continuous learning, and work-life balance. This role is designed for a leader ready to make a lasting impact, navigate meaningful transformation, and rapidly accelerate their career trajectory.