Head of Corporate Finance

Own the company's financial planning and analysis, including annual budgets, long-range plans, and monthly/quarterly forecasts aligned to the sponsor's value creation plan

Manage lender relationships, including covenant tracking, compliance certificates, and periodic reporting required under credit agreements

Partner with the CFO and sponsor deal team on capital structure decisions, including debt refinancing, add-on acquisitions, and dividend recapitalizations

Lead financial due diligence and integration planning for M&A transactions, including post-close synergy tracking

Own cash flow forecasting and working capital management to optimize liquidity across the business

Support the annual audit process and coordinate with external auditors, lenders, and sponsor finance teams

Drive process improvements and build scalable financial infrastructure to support rapid growth and exit readiness

Build financial models supporting scenario planning, sensitivity analysis, and strategic decision-making for the executive team

8-12 years of progressive finance experience, including experience in a private equity-backed or PE portfolio company environment

Bachelor's degree in Finance, Accounting, or related field; MBA and/or CPA preferred

Prior experience in investment banking, private equity, transaction advisory, or corporate development strongly preferred

Deep understanding of credit agreements, covenant compliance, and lender reporting requirements

Strong track record building board-ready materials and presenting to sponsors, lenders, or boards of directors

Advanced financial modeling skills, including LBO, M&A, and scenario modeling

Experience with add-on acquisitions, integration planning, and post-merger synergy tracking

Proven ability to operate with high ownership in a lean, fast-moving finance organization

Strong Excel and financial systems skills (Planful, PowerBI, Power Query, Tableau, SQL) preferred

Demonstrates expertise in financial planning and analysis, including advanced financial modeling, cash flow forecasting, and managing lender relationships. Proven ability to prepare board-ready materials and drive value creation plans in a private equity-backed environment.

Financial Planning And Analysis

Advanced Financial Modeling

M&A Integration Planning

Cash Flow Forecasting

Financial Modeling

Variance Analysis

Scenario Planning

Sensitivity Analysis

Process Improvement

MBA

Private Equity

Investment Banking

Credit Agreements

Excel

Tableau

SQL

#