Chief Financial Officer

Position Overview

Our client is seeking an experienced Chief Financial Officer (CFO) to provide financial leadership, structure, and decision support to ownership. The CFO will serve as a trusted thought partner to ownership, bringing clarity to financial performance, identifying risks and opportunities, and helping prioritize initiatives that drive profitability, cash flow, and long‑term growth. This is a hands‑on leadership role suited for a pragmatic operator who can both set strategy and ensure execution.

• Act as the senior financial advisor to ownership and executive leadership
• Translate financial data into clear, actionable insights to support decision‑making
• Develop financial frameworks to evaluate growth initiatives, capital investments, and operational improvements
• Identify financial risks, constraints, and opportunities across the organization

• Ensure timely, accurate monthly financial statements and meaningful management reporting
• Improve visibility into unit‑level performance, margins, and cost drivers
• Establish clear KPIs, dashboards, and forecasting processes
• Drive accountability through consistent reporting and performance review

• Oversee all accounting functions, including close, financial reporting, and policy
• Ensure GAAP compliance and strong internal controls
• Lead audit readiness and coordination with external auditors and tax advisors
• Improve documentation, consistency, and scalability of financial processes

• Manage cash flow, liquidity planning, and working capital
• Support banking relationships, financing needs, and covenant compliance
• Evaluate capital allocation decisions, including new locations, remodels, and systems investments

• Partner closely with operations, HR, payroll, and IT to ensure financial alignment
• Improve integration between financial systems and operational data
• Help clarify decision rights and reduce financial bottlenecks involving ownership

• Lead, mentor, and develop the finance and accounting team
• Clarify roles, responsibilities, and escalation paths within the function
• Build a finance organization that balances accuracy, efficiency, and forward‑looking insight

• Bachelor’s degree in Accounting, Finance, or related field
• 10+ years of progressive finance and accounting leadership experience
• Experience serving as a senior financial leader (CFO, VP Finance, or Controller with strategic scope)
• Strong understanding of GAAP, financial reporting, and internal controls
• Proven ability to operate in complex, multi‑entity environments
• Experience partnering directly with owners or senior executives

• Experience in multi‑unit, retail, restaurant, hospitality, or operational businesses
• CPA, CMA, or MBA strongly preferred
• Track record of improving financial visibility, close timelines, and decision support
• Experience in owner‑led or private equity‑backed organizations

• Direct partnership with ownership and influence over business direction
• Opportunity to build structure, clarity, and financial discipline
• Meaningful impact on profitability, cash flow, and scalability
• A leadership role with both strategic and hands‑on scope