Chief Financial Officer

The CFO will serve as a strategic partner to the CEO and Sponsor, with primary responsibility for financial strategy, planning, and performance management. This is a forward-looking, value-creation-oriented role, with a strong emphasis on FP&A, M&A, and board-level communication.

The CFO will lead financial planning and analysis, support strategic initiatives, and provide clear, actionable insights to drive growth and margin expansion. While overseeing core accounting and reporting, the role is intentionally weighted toward analytics, modeling, and decision support rather than day-to-day accounting execution.

Key responsibilities include:

• Partner with the CEO and Sponsor on strategy, capital allocation, and value-creation initiatives
• Own budgeting, forecasting, KPI development, and long-range planning
• Build and lead a best-in-class FP&A function with strong business partnering capabilities
• Lead financial diligence, modeling, and integration for add-on acquisitions
• Provide clear, credible financial storytelling to the Board and investors
• Support pricing strategy, unit economics, and margin improvement initiatives
• Develop and mentor a high-performance finance team

The Company is a rapidly growing, private equity–backed business services platform operating in a fragmented, mission-critical segment with strong recurring revenue characteristics. The business provides outsourced and technology-enabled services to a diversified base of middle-market and enterprise customers and is well positioned to benefit from secular tailwinds, including outsourcing, regulatory complexity, and demand for specialized expertise.

The Company has established a strong market position through differentiated service delivery, high customer retention, and a scalable operating model. With a solid foundation in place, the business is entering its next phase of growth, focused on accelerating organic expansion, executing a disciplined M&A strategy, and professionalizing planning and analytics to support scale.

The Company is backed by a leading private equity sponsor with a proven track record of building category-leading business services platforms through operational excellence, strategic acquisitions, and management partnerships. The Sponsor is highly engaged and views finance as a central value-creation lever.

At a Glance

• High-growth business services platform with recurring revenue and strong customer retention
• Significant M&A runway in a fragmented market
• Backed by an experienced, hands-on private equity sponsor

Compelling Investment Highlights

• Clear path to scale through organic growth and tuck-in acquisitions
• Opportunity to materially upgrade FP&A, pricing analytics, and performance management
• Proven leadership team with ambition to build a category leader

Value Creation Levers

• Professionalization of forecasting, budgeting, and long-range planning
• M&A evaluation, integration, and synergy tracking
• Data-driven decision support for pricing, capacity, and resource allocation

Education / Experience

• Bachelor’s degree required; MBA or similar advanced degree preferred
• 12+ years of progressive finance experience
• Prior private equity portfolio company experience strongly preferred
• At least one successful PE exit experience highly desirable

Role-Specific Requirements

• Deep expertise in FP&A, financial modeling, and strategic planning
• Strong M&A experience, including deal evaluation and post-close integration
• Proven ability to partner effectively with CEOs and PE sponsors
• Experience supporting rapid growth and scaling organizations
• Ability to translate financial data into clear strategic insights

Leadership Profile

• Builder of high-performance teams and strong finance talent
• Commercially minded, intellectually curious, and data-driven
• Confident, credible presence with executives and investors
• Hands-on, owner-oriented mindset

• Travel up to 25%
• Relocation assistance available if required

Compensation will be competitive and aligned with market and experience, including:

• Base salary
• Annual performance bonus
• Long-term equity participation aligned with value creation