The Vice President of Finance will be a key member of the finance leadership team and will play a critical role in strengthening the Company's financial infrastructure, supporting acquisition activity, managing financial planning and analysis, overseeing liquidity and working capital, and ensuring the Company has the financial controls, reporting capabilities, and analytical tools necessary to scale effectively.
This is a highly strategic and hands-on position requiring an individual who understands the unique demands of a private-equity-owned professional services organization and who can operate effectively across corporate finance, M&A, FP&A, banking and credit relationships, financial reporting, and operational finance.
WHAT YOU BRING TO THE TABLE
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
- MBA, CPA, CFA, or other advanced financial credential preferred.
- 10+ years of progressive finance leadership experience across corporate finance, FP&A, M&A, treasury, or related disciplines.
- Experience in a Private Equity-backed organization.
- Proven success leading acquisitions from due diligence through closing and post-merger integration.
- Strong understanding of transaction structures, purchase agreements, acquisition financing, valuation, and underwriting.
- Advanced financial modeling experience, including pro forma analysis and assessment of earnings, cash flow, leverage, liquidity, and capitalization impacts.
- Experience managing lender relationships, debt facilities, covenant compliance, and lender reporting.
- Demonstrated expertise in financial due diligence, acquisition integration, forecasting, budgeting, and financial reporting.
- Prior leadership experience developing and managing finance teams in a growth-oriented environment.
- Strong knowledge of GAAP and financial reporting requirements.
- Advanced Excel and financial modeling skills.
- Experience with ERP, financial planning, consolidation, and business intelligence systems.
CORE DUTIES
Mergers & Acquisition
Lead and support the financial aspects of the Company's acquisition strategy from target evaluation through closing and post-acquisition performance tracking.
- Lead financial and commercial due diligence, including analysis of revenue quality, EBITDA, working capital, cash flow, backlog, customer concentration, liabilities, debt, and other key financial metrics.
- Partner with executive leadership, Private Equity sponsors, investment bankers, legal counsel, tax advisors, and operating leaders throughout the transaction lifecycle.
- Develop and evaluate valuation models, underwriting analyses, transaction structures, sources and uses, returns analyses, and pro forma financial statements.
- Assess transaction impacts on earnings, cash flow, balance sheet, leverage, liquidity, and capitalization.
- Support negotiation and execution of LOIs, purchase agreements, and related transaction documents, including working capital adjustments, earnouts, seller financing, escrows, and indemnification provisions.
- Coordinate financial closing activities, including funds flow, purchase price calculations, financing requirements, and transaction accounting.
- Maintain acquisition and pro forma models and evaluate opportunities against strategic, financial, and return-on-investment objectives.
- Monitor post-acquisition performance against underwriting assumptions.
Post-Merger Integration
Lead the financial integration of acquired companies and establish scalable integration processes.
- Develop and manage financial post-merger integration (PMI) plans.
- Integrate acquired businesses into financial reporting, budgeting, forecasting, cash management, and internal control processes.
- Lead ERP and financial system integrations, data migrations, chart-of-accounts alignment, and reporting consolidation.
- Standardize financial policies, controls, processes, and reporting requirements across acquired businesses.
- Track integration milestones, synergy realization, and financial performance improvements.
- Partner with operational leaders to improve profitability, working capital, cash flow, and overall integration outcomes.
Financial Planning & Analysis
Lead the Company's FP&A function, providing actionable financial insights to leadership, the Board, and Private Equity sponsors.
- Oversee annual budgeting, forecasting, and long-range planning processes.
- Develop and maintain integrated financial models incorporating income statement, balance sheet, and cash flow performance.
- Prepare monthly, quarterly, and annual financial reporting and analysis.
- Conduct variance, scenario, and strategic financial analyses to support acquisitions, hiring, capital investments, pricing, compensation, and cost management decisions.
- Establish and monitor financial KPIs across operating companies.
- Provide visibility into key business drivers, including revenue, backlog, utilization, margins, EBITDA, working capital, and cash flow.
- Enhance forecasting accuracy through standardized assumptions and driver-based planning methodologies.
Treasury, Liquidity & Debt Management
Oversee liquidity, financing, banking relationships, and lender compliance activities.
- Manage cash forecasting, liquidity planning, and working capital performance.
- Develop short- and long-term cash flow forecasts supporting operations and acquisitions.
- Partner with operations to improve cash conversion cycles and collections performance.
- Maintain relationships with banks, lenders, private credit providers, and financing partners.
- Support debt financing, refinancing, acquisition financing, and capital structure initiatives.
- Monitor covenant compliance, lender reporting requirements, and financing obligations.
- Oversee lender reporting, including financial consolidations, pro forma adjustments, EBITDA calculations, and leverage metrics.
- Evaluate debt capacity, liquidity position, and financing alternatives.
Private Equity & Board Support
Serve as a key financial advisor to executive leadership, the Board, and Private Equity stakeholders.
- Prepare Board, lender, and investor presentations and analyses.
- Support acquisition underwriting, portfolio reporting, value creation initiatives, and strategic planning.
- Monitor performance against budgets, forecasts, investment objectives, and acquisition assumptions.
- Identify and communicate emerging financial risks and opportunities.
- Support recapitalization, refinancing, acquisition, and exit-preparation activities.
- Promote financial transparency, accountability, and data-driven decision-making.
Working Capital & Operational Finance
Partner with business leaders to improve financial performance and cash generation.
- Establish and monitor working capital objectives across operating businesses.
- Support project- and engagement-level financial performance improvement initiatives.
- Identify opportunities to improve pricing, utilization, staffing efficiency, margins, and operating leverage.
- Develop analyses that enhance understanding of business economics and performance drivers.
- Drive accountability around key operational and financial KPIs.
- Support process standardization and scalable cost management practices.
Finance Team Leadership
Build and lead a high-performing finance organization capable of supporting rapid growth and acquisition activity.
- Lead, mentor, and develop finance team members across FP&A, treasury, reporting, and related functions.
- Establish clear performance expectations and accountability measures.
- Develop scalable organizational structures, processes, and controls.
- Recruit, develop, and retain top finance talent.
- Foster a culture of analytical rigor, continuous improvement, business partnership, and operational excellence.
