Chief Financial and Administrative Officer

Walker Overview:

Walker is a full-service Experience Management (XM) firm-tech-driven, people-powered and built for change. We're all-around XM experts: a blend of technical and organizational specialists who help businesses thrive.

We help leading brands turn data into direction, align teams around what matters most and make change make sense. From customer loyalty to employee engagement to patient satisfaction, we're experts at helping organizations act on experience.

Headquartered in Indianapolis, we offer on-site, hybrid and remote opportunities across the continental U.S., in any state where we operate. Walker is intentional about building an inclusive workplace where everyone feels valued and free to be their authentic selves. Because great experiences start from the inside out.

This position is eligible for relocation expenses for qualified candidates.

Position Summary:

We're looking for a sharp, strategic, and operationally-savvy Chief Financial Officer / Chief Administrative Officer (CFO/CAO) to serve as a cornerstone of our executive team. This dual-role leader will serve as the driver of our financial & growth strategy (70%), while also overseeing the safeguarding of our assets, and scaling of our infrastructure as we grow (30%).

The ideal candidate is first and foremost a finance heavyweight with a proven track record of scaling a privately held services business. This is not a legacy "maintenance" CFO role-it's a growth-minded, hands-on executive position for a builder.

You'll lead all administrative functions-Finance, Accounting, Risk Management, Sales Operations, Legal, and IT Support. HR will remain under the purview of our Chief People Officer, but this role will collaborate closely on organizational planning and workforce scalability.

Responsibilities:

Executive Leadership

* Collaborate with the President and Executive Team to guide company strategy.

* Foster a high-performance, team-first culture across all administrative functions.

* Mentor and develop direct reports with a focus on succession and sustainability.

Strategic Finance & Accounting

* Set the financial vision and roadmap in alignment with our growth goals.

* Oversee all aspects of financial management, including FP&A, cash flow management, reporting, tax strategy, compliance, and 401k plan.

* Partner with the President and BU leaders on business modeling, budgeting, forecasting, and capital allocation.

* Lead banking, insurance, audit, legal, and investor relationships.

Business Operations & Administration

* Manage cross-functional administrative operations (Accounting, Finance, Legal, IT Support, Risk Management, and Sales Ops) to enable scalable growth.

* Implement modern systems, policies, and processes to streamline operations and support agility and scalability.

* Drive operational discipline, KPIs, and accountability across administrative teams.

Governance & Risk

* Own risk management, compliance, contracts, insurance, data security, and internal controls.

* Oversee the annual SOC 2 Type II audit process.

Technology & Systems Oversight

* Oversee IT support and infrastructure strategy to ensure business continuity and scalability.

* Evaluate and implement systems that support finance and administrative efficiency.

* Oversee any client-requested security assessment process.

Education and Experience:

* 10+ years of financial leadership experience, with at least 5 years at the CFO or VP Finance level in a privately held, growth-oriented services company.

* Experience leading administrative or operational functions in addition to finance is strongly preferred.

* Proven experience scaling a business.

* Bachelor's degree in Finance, Accounting, or Business required; CPA and/or MBA strongly preferred.

* Track record of successful system implementations (e.g., ERP, BI tools, automation platforms).

Knowledge / Skills / Abilities:

* Expertise in scaling professional services businesses

* Deep financial acumen, strategic mindset, and operational rigor.

* Strong grasp of revenue recognition, services margin management, and cost optimization in a services model.

* Skilled in cross-functional leadership-able to integrate finance with legal, IT, and ops functions.

* Confident, clear communicator who can influence at all levels without unnecessary hierarchy.

* Comfortable in the weeds and at the whiteboard-hands-on leader who scales with the business.

* Builder's mindset with a high bias toward action, clarity, and accountability.

* Adept at managing through ambiguity, complexity, and change.

Example Achievements of Candidate Profile

* Scaled a professional services company by 50% in revenue while optimizing EBITDA margin by 500+ basis points over a 5-year period.

* Led the implementation of an enterprise-wide ERP system, reducing monthly close from 15 to 5 days.

* Built a centralized shared services model that supported multiple business units with standardized finance and administrative functions.

* Structured a risk management framework that decreased insurance premiums by 20%…