- 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.
- 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.
- 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.
- 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
