What are the responsibilities and job description for the Chief Financial Officer position at CarsonLynch Professional Search?
We’re partnering with a growing, mission‑driven, private equity–backed organization to identify a Chief Financial Officer to join the executive leadership team. This is a true C‑suite role, reporting directly to the CEO, with broad influence across strategy, capital structure, operations, and growth initiatives. The CFO will play a critical role in scaling the business, strengthening financial infrastructure, and supporting long‑term value creation.
Key Responsibilities:
- Serve as a core member of the executive team, providing financial leadership and strategic guidance
- Develop and execute financial strategies aligned with long‑term organizational goals
- Lead budgeting, forecasting, financial modeling, and performance analysis
- Present financial results and insights to executive leadership and the Board
- Oversee accounting, finance, tax, payroll, and financial reporting functions
- Optimize capital structure, liquidity, and banking / financing relationships
- Support M&A activity, including evaluation, due diligence, and integration
Qualifications & Experience:
- Bachelor’s degree in Accounting, Finance, or a related field (advanced degree or certifications a plus)
- 10 years of progressive financial leadership experience, including senior‑level roles
- Prior experience in a private equity–backed and/or growth‑oriented environment strongly preferred
- Strong strategic mindset with the ability to translate data into actionable insights
- Experience leading financial transformation, system improvements, or process modernization
- Advanced financial modeling and analytical skills; strong Excel proficiency
- High integrity, strong executive presence, and excellent communication skills