About the Role
As CFO, you’ll serve as a strategic partner to both corporate leadership and portfolio company executives. You will oversee all aspects of financial management, from funding and acquisitions to reporting and compliance, while ensuring the organization is well-positioned for long-term growth. This is a highly visible role where you’ll shape strategy at the top level while also ensuring operational excellence across multiple businesses.
What You’ll Do
- Provide actionable insights by monitoring key financial metrics and portfolio performance
- Lead budgeting, forecasting, and strategic planning across multiple operating businesses
- Strengthen compliance, governance, and tax practices while ensuring robust internal controls
- Drive M&A activities, including due diligence, valuations, deal structuring, and post-close integration
- Partner with portfolio executives to guide growth initiatives, pricing decisions, and profitability improvements
- Establish scalable financial processes and technology to improve reporting, forecasting accuracy, and close cycles
- Deliver clear and timely reporting to leadership, boards, and investors
- Shape and execute financing strategies by leveraging equity, debt, and other alternative funding sources
- Enhance working capital management, cost structures, and overall margin performance
- Build, mentor, and lead a finance team that thrives in a fast-paced, entrepreneurial environment
- Extensive senior finance leadership experience, ideally with prior CFO responsibilities in growth-oriented or investment-backed companies
- Strong understanding of SaaS/tech-enabled business models and recurring revenue structures
- Expertise in capital markets, financial planning, and portfolio management
- Skilled in overseeing multiple P&Ls and decentralized business units
- Demonstrated success managing M&A transactions from diligence to integration
- Ability to convert financial analysis into strategic recommendations for leadership
- Exceptional communication skills, with the ability to influence and align stakeholders
- Entrepreneurial approach with the ability to balance strategic vision and hands-on execution
- Proven experience building, scaling, and leading top-performing finance teams
This is a rare opportunity to step into a pivotal leadership role where your expertise will directly shape the trajectory of a diverse portfolio of businesses. You’ll define financial strategy, guide acquisition efforts, and establish systems that support sustainable growth. For an executive who thrives on both strategic leadership and execution, this role offers the platform to make a lasting impact.
