CFO

Our client is a growing lower middle market company backed by a leading private equity firm. The business is entering its next phase of expansion, with a strong focus on operational excellence, strategic growth, and disciplined financial management. We are seeking a hands-on, execution oriented Chief Financial Officer (CFO) to partner with the CEO, PE sponsors, and leadership team to drive performance and accelerate value creation.

Role Overview

The CFO will serve as a strategic and operational leader responsible for all financial functions, including accounting, FP&A, treasury, reporting, compliance, and M&A support. This role requires a proactive, detail driven executive who thrives in dynamic environments and can build scalable processes while maintaining a roll up your sleeves mentality.

Key Responsibilities

Strategic Leadership & Value Creation

Partner with the CEO and private equity sponsors to define and execute the company’s strategic plan.

Lead financial modeling, scenario planning, and KPI development to support growth initiatives.

Drive operational improvements, margin expansion, and cash flow optimization.

Financial Management & Reporting

Oversee all accounting, FP&A, budgeting, and forecasting activities.

Ensure timely, accurate monthly/quarterly financial reporting and board packages.

Strengthen internal controls, financial systems, and reporting processes to support scale.

Operational Finance & Performance Management

Implement dashboards, metrics, and analytics to improve visibility and decision making.

Partner with operations, sales, and supply chain to enhance profitability and efficiency.

Lead working capital management, including AR, AP, inventory, and cash forecasting.

M&A & Capital Structure

Support buy side and integration activities, including due diligence and financial modeling.

Manage lender relationships, covenant compliance, and capital structure optimization.

Evaluate investment opportunities and lead financial components of strategic initiatives.

Team Leadership

Build, mentor, and develop a high performing finance and accounting team.

Foster a culture of accountability, transparency, and continuous improvement.

Qualifications

Proven experience as CFO, VP Finance, or senior finance leader in a private equity–backed or entrepreneurial environment.

Background in lower middle market or middle market companies strongly preferred.

Strong command of GAAP, financial reporting, and operational finance.

Demonstrated success improving systems, processes, and controls.

Experience with M&A, integrations, and lender/investor relations.

Hands on leadership style with the ability to operate at both strategic and tactical levels.

CPA and/or MBA preferred but not required.

Analytical, decisive, and highly execution focused.

Comfortable in fast moving, evolving environments.

Skilled at building structure and discipline without slowing momentum.

Motivated by value creation and measurable performance improvement.