Chief Financial Officer

Role Overview

• Oversee the organization's fiscal function and performance at all levels
• Publish monthly, quarterly, and annual financial reports, including income statements, balance sheets, cash flow statements, and various other ad-hoc reports as needed
• Oversee preparation of the Firm's regular federal, state, and local tax returns
• Actively manage the balance sheet, ensuring all operational and strategic decisions are made after careful consideration of the short-term, medium-term, and long-term financial health of the business
• Prepare budgets and forecasts and develop appropriate analytical tools to help proactively drive business results
• Prepare the monthly Partner reporting package, including financial statements and forecasts, performance against plan, and management discussion and analysis
• Ensure 100% credit agreement/covenant compliance; prepare all required lender reporting
• Work with the operating company and business unit leadership team to develop key performance indicators, and create an operational dashboard to report on KPIs
• Optimize the handling of banking relationships and monitor strategies to enhance cash position and maintain flexibility
• Lead contracted IT staff and manage third-party vendors to support the Firm's technology needs
• Provide direction and ultimate oversight of the annual review process by the Firm's third-party auditors
• Evaluate, manage, and motivate direct reports with a strong emphasis on planning, organization, preparation, follow-up, and internal communication
• Analyze M&A opportunities including the development of acquisition modeling, due diligence, and overall investment opportunity assessment
• Partner with operating company leadership to provide ongoing strategic insight and planning around financial performance, growth, and overall success

Requirements

• 5 years’ experience in senior finance leadership roles required
• 5+ years’ experience in senior finance leadership roles preferred
• Demonstrated track record in one of the following: Private Equity, Investment Banking, Public Accounting, or as a Chief Financial Officer in a middle market professional services company with $15+ million of revenue
• Background in working with professional services businesses
• Experience with analyzing M&A transactions, including financial modeling, transaction execution, and diligence vendor management
• Strong leadership skills with the ability to make complex decisions
• Excellent financial skills, with the ability to detect trends from financial statements and provide analysis to senior leadership and managers to improve their decision-making ability
• Well-developed problem-solving skills, with an emphasis on innovative and creative solutions that result in higher profitability
• A self-starter who needs little direction; is highly self-motivated
• Excellent communication skills, both oral and written
• Results oriented and achievement motivated
• Operates with high integrity, builds trust, quickly wins and sustains credibility in relationships with others
• Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture

Benefits

• None specified