THE TEAM YOU WILL BE JOINING
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Operates as a diversified investment and management platform overseeing a portfolio of privately held companies across multiple industries, each contributing to a rapidly expanding revenue base.
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Currently generating approximately $6.5 million in annual revenue with a targeted growth trajectory to exceed $40 million within the next 18 months through active acquisition and integration.
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Comprises a lean and agile leadership structure with centralized oversight from a CEO, HR director, and head of finance, ensuring strategic alignment and operational efficiency across all entities.
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Focused on disciplined portfolio expansion, financial optimization, and value creation through a roll-up and integration strategy.
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Positioned for continued growth through a blend of organic scaling and strategic M&A, with an eye toward long-term equity events.
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Backed by a family ownership group transitioning toward a more institutional model, emphasizing governance, transparency, and strategic execution.
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A clear pathway to evolve into a full-time CFO role within 18 months as portfolio scale and complexity increase.
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Direct collaboration with executive leadership, contributing to capital allocation, acquisition strategy, and financial structuring decisions.
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A dynamic culture that values accountability, clarity, and strategic foresight.
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Flexible remote work structure supported by technology that ensures performance visibility and operational alignment.
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Opportunity to influence and shape financial strategy across multiple industries and business models.
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Exposure to middle-market M&A, private capital structuring, and cross-portfolio integration.
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A leadership environment that rewards initiative, innovation, and enterprise-level financial thinking.
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Remote, with a primary office based in Huntersville, North Carolina.
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Lead financial due diligence, valuation analysis, and integration planning across a growing portfolio of acquisitions.
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Oversee consolidated financial reporting, modeling, and analytics to drive strategic insight and operational discipline.
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Develop and implement frameworks that optimize capital efficiency, margin improvement, and long-term value creation.
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Serve as a key strategic advisor to the CEO and leadership team, providing data-driven guidance for investment and growth decisions.
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Build financial infrastructure to support scalability, institutional readiness, and eventual liquidity opportunities.
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Implement governance and control systems that enhance visibility, accountability, and compliance across the enterprise.
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Deliver proactive insights to guide performance improvement and capital deployment decisions.
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Transition into a full-time CFO role as revenue milestones and organizational maturity are achieved.
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Deep experience in private equity, corporate finance, M&A, and portfolio management with a strategic, growth-oriented mindset.
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Proven ability to lead acquisition diligence, financial integration, and enterprise-level planning initiatives.
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Skilled in managing multi-entity financial operations, consolidations, and strategic modeling.
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Senior finance leader with a record of driving financial transformation in evolving or high-growth environments.
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Strong analytical, communication, and leadership skills with the ability to influence executive decision-making.
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Self-directed, results-oriented, and comfortable operating within a dynamic and entrepreneurial setting.
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Experienced working remotely while maintaining transparency and performance accountability.
