THE TEAM YOU WILL BE JOINING
- Privately owned supply chain and operations consulting firm supporting CEOs and executive teams through measurable operational and EBITDA improvement
- Lean, entrepreneurial organization led directly by its owner.
- Organization is preparing for its next stage of growth and is investing in its infrastructure as a technology-forward, AI-native consulting firm
- Senior delivery team composed of experienced operators and industry executives who work directly with clients in the field.
WHAT THEY OFFER YOU
- Opportunity to serve as the senior finance leader and direct business partner to the owner
- Significant autonomy to design and lead the company’s finance and operating infrastructure
- Broad visibility across financial performance, cash flow, contracts, tax, operations, and strategic planning
- Ability to help shape a lean, technology-enabled business
- Direct involvement in preparing the organization for continued growth
- Opportunity to introduce AI, automation, and modern systems into the finance and back-office environment
LOCATION
- Charlotte, North Carolina - Local candidates are strongly preferred
- Candidates across the East Coast will be considered
WHY THIS ROLE IS IMPORTANT
- Serve as the senior finance leader for the business, reporting directly to the owner
- Own cash flow management, liquidity planning, and 13-week cash forecasting
- Maintain accurate financial reporting while ensuring the business remains focused on cash generation and cash-on-cash returns
- Lead budgeting, forecasting, tax coordination, financial controls, and transaction readiness
- Support a project-based professional services model with large engagements, complex revenue timing, and limited transaction volume
- Review engagement letters, proposals, NDAs, contracts, and other business documents with a financial, operational, and commercial perspective
- Partner with external advisors, including accounting, tax, and legal resources
- Build a scalable, efficient finance function supported by virtual resources, outside partners, automation, and modern technology
- Provide white-glove support to consultants and field leaders who are responsible for generating revenue and delivering client outcomes
- Help implement and optimize systems across accounting, payroll, reporting, and business operations
- Support the owner in evaluating strategic investments, profitability, growth initiatives, and future transaction opportunities
THE BACKGROUND THAT FITS
- Senior finance leadership experience within professional services, consulting, or another project-based business
- Strong understanding of cash flow management, liquidity forecasting, and 13-week cash modeling
- Prior experience supporting an acquisition, sale, recapitalization, or other business transaction
- Comfortable operating as a hands-on finance leader within a lean organization
- Experience overseeing accounting, reporting, tax, contracts, and basic business operations
- Ability to move between strategic decision-making and detailed execution
- Strong commercial judgment with the ability to review engagement terms, proposals, and contracts
- Entrepreneurial mindset and comfort working directly with an owner
- Technology-forward orientation with a strong interest in AI, automation, and process improvement
- Service mentality and ability to support senior consultants and field teams with urgency and professionalism
- Experience in large corporate, manufacturing, or highly specialized accounting environments without project-based services exposure is less likely to translate
- CPA, MBA, or other relevant advanced credential is preferred
