Chief Financial Officer

About the Company

A rapidly growing technology services organization is seeking its first true Chief Financial Officer to help scale the business from approximately $500 million in annual revenue to more than $1 billion over the next several years. This is not a turnaround, restructuring, or accounting clean-up opportunity. The company has strong financial controls, clean audits, established lender relationships, and an experienced finance operations team already in place. The need is for a strategic finance leader who can build a world-class FP&A function, improve profitability, evaluate acquisitions, and help create the financial roadmap for the next stage of growth. The organization operates nationally, serves a diverse customer base across public and private sectors, and combines product resale, professional services, and recurring managed services offerings. The company remains founder-led, profitable, and growth-focused, with a long-term vision that may ultimately include public-company readiness.

About the Role

As CFO, you will serve as a key strategic partner to the CEO and executive leadership team. You will own financial planning and analysis, forecasting, margin improvement initiatives, acquisition evaluation, and long-range strategic financial planning. This role is ideal for a finance executive who enjoys operating at the intersection of strategy, operations, growth, and execution. The successful candidate will bring strong analytical rigor while maintaining the practical mindset necessary to support a fast-growing entrepreneurial organization.

Responsibilities

• Strategic Finance & FP&A
• Build and lead a scalable FP&A function
• Own budgeting, forecasting, long-range planning, and financial modeling
• Develop monthly and quarterly business review processes
• Improve forecasting accuracy across multiple business lines
• Provide actionable insights and recommendations to executive leadership
• Serve as a strategic advisor to the CEO and operating leaders

• Profitability & Margin Improvement
• Analyze profitability across products, services, customers, and business units
• Partner with operational leaders to improve service delivery economics
• Evaluate pricing, utilization, staffing models, and resource allocation
• Identify opportunities to improve operating leverage and financial performance
• Develop reporting and visibility around margin drivers and profitability trends

• Mergers & Acquisitions
• Lead financial evaluation and diligence of acquisition opportunities
• Build acquisition models and investment analyses
• Evaluate revenue quality, customer concentration, working capital, and integration risk
• Support transaction structuring and post-acquisition planning
• Help drive inorganic growth initiatives

• Corporate Finance Leadership
• Lead corporate finance strategy and financial planning processes
• Partner with accounting, operations, HR, legal, and executive leadership teams
• Maintain strong lender, banking, and financial partner relationships
• Ensure continued financial discipline and audit readiness while scaling

Qualifications

• Significant FP&A leadership experience in a complex operating environment
• Experience supporting product resale, distribution, technology services, managed services, professional services, or similar business models
• Strong financial modeling, forecasting, and strategic planning capabilities
• Experience partnering with executive leadership teams on growth initiatives
• Track record improving profitability and operational performance
• Experience evaluating acquisitions and supporting M&A activity
• Ability to translate financial analysis into practical business decisions

Required Skills

The ideal candidate is an analytical and commercially-minded finance leader who enjoys helping organizations scale. This person understands how to build financial infrastructure without creating bureaucracy and can balance strategic thinking with practical execution.

Why Join?

• Opportunity to build the strategic finance function for a growing organization
• Direct partnership with an entrepreneurial founder and executive team
• Significant influence on long-term company strategy
• Opportunity to help scale a business beyond $1 billion in revenue
• Active acquisition strategy and growth initiatives
• Strong existing financial foundation
• Potential long-term equity and incentive opportunities
• Remote work environment with executive-level visibility and impact

Pay range and compensation package

Competitive executive compensation package including base salary, bonus opportunity, and long-term incentive potential. Compensation will be tailored to the experience and capabilities of the selected candidate.

Equal Opportunity Statement

Location: Remote within the United States with periodic travel to company locations, executive meetings, acquisition targets, and strategic business events.