Bachelor's degree in Finance, Accounting, Economics, Business, or related field required.
8 to 10+ years of progressive finance experience, ideally at director-level or comparable scope.
Strong FP&A experience, including analysis, forecasting, budgeting, and management reporting.
Proficiency in preparing lender reporting and executive-level financial analysis required.
M&A experience necessary, with knowledge of acquisition analysis and financial due diligence; full ownership of transactions not mandatory.
Experience with treasury, credit facilities, and liquidity management preferred.
Strong analytical skills with proficiency in financial modeling and Excel.
Responsibilities
Lead FP&A functions including planning, forecasting, and cash flow analysis for a $350M organization.
Prepare board presentations and executive-level financial materials to showcase business performance and trends.
Collaborate with business leaders to identify and address operational challenges such as margin compression and cost management.
Manage M&A pipeline activities, focusing on financial modeling, due diligence, and transaction evaluation.
Provide support for treasury functions, including analysis of liquidity and capital structure.
Engage with private equity sponsors on financial performance and strategic initiatives.
Enhance FP&A processes and tools to aid decision-making across 11 service lines.
Benefits
Gain exposure to CFO-level functions like strategic planning and M&A oversight.
Build expertise in buyer diligence and transaction dynamics.
Directly partner with senior leadership, avoiding narrow functional finance roles.
Work in a financially robust, asset-light business with notable cash flow.
Full Job Description
THE TEAM YOU WILL BE JOINING
Join the finance organization of a private equity-backed business with a strong history of growth through acquisitions and organic expansion
Partner closely with senior leadership and operating teams on financial planning, performance management, and strategic growth initiatives.
Work in an environment where finance plays a central role in evaluating acquisitions and supporting the integration of acquired businesses.
Collaborate across finance, accounting, operations, and acquired business teams in a multi-entity environment.
Take ownership of high-visibility analysis and financial initiatives that support continued growth.
WHAT THEY OFFER YOU
Gain exposure to major CFO-level functions, including board reporting, strategic planning, treasury, lender relationships, cash flow management, and M&A pipeline oversight.
Build experience in buyer diligence, transaction dynamics, deal structuring, and post-close integration planning.
Partner directly with senior leadership and business unit leaders rather than operating within a narrow functional finance role.
Work within a financially strong, asset-light service business that generates excellent cash flow and has substantial liquidity.
WHY THIS ROLE IS IMPORTANT
Lead FP&A activities, including financial planning, forecasting, financial analysis, management reporting, and cash flow forecasting across an approximately $350M multi-business organization.
Prepare board presentations, lender reporting, and other executive-level financial materials that communicate business performance, financial trends, and key operating drivers.
Partner with business leaders to identify and address operational issues, including margin compression, sales trends, cost management, profitability, and performance against plan.
Manage and support the M&A pipeline, including acquisition analysis, financial modeling, due diligence, and evaluation of potential transactions.
Provide treasury and credit facility support, including analysis of liquidity, financing requirements, lender relationships, and capital structure considerations.
Work closely with the private equity sponsor on financial performance, strategic initiatives, and the M&A pipeline, including regular investor discussions.
Support the company through an exit process, providing financial analysis and supporting diligence, transaction preparation, and post-close planning as needed.
Improve FP&A processes, reporting, forecasting, and analytical tools to support decision-making across 11 service lines and continued acquisition-driven and organic growth.
THE BACKGROUND THAT FITS
Bachelor's degree in Finance, Accounting, Economics, Business, or a related field required.
8 to 10+ years of progressive finance experience with growth into a director-level role or comparable scope preferred.
Strong FP&A experience, including financial analysis, forecasting, budgeting, management reporting, and cash flow forecasting.
Experience in preparing lender reporting, board presentations, and executive-level financial analysis required.
M&A experience required, with exposure to acquisition analysis, financial due diligence, transaction modeling, or M&A pipeline management; full transaction ownership is not required.
Experience with treasury, credit facilities, liquidity management, or lender relationships preferred.
Experience in a private equity-backed or mid-market company is strongly preferred, particularly within an organization below $1B in revenue.
Strong financial modeling, Excel, analytical, and problem-solving skills with the ability to connect financial results to operational performance.
Demonstrated intellectual curiosity, motivation, and ability to execute through cross-functional teams and business leaders.
Comfortable operating in a PE-backed environment and interested in the pace, accountability, capital allocation decisions, and eventual transaction dynamics associated with private equity ownership.3
