Chief Financial Officer

Role Overview

Our client is a scaled, private equity–backed portfolio company generating approximately $1B+ in annual revenue
, with a well-established operating model, mature finance infrastructure, and institutional ownership. The business is entering a planned CFO succession period
, as the current CFO intends to retire at the end of Q2 2026
.

The organization is seeking a seasoned Chief Financial Officer to join during a structured transition period
, working alongside the current CFO to ensure continuity, knowledge transfer, and leadership stability. Following the transition, this individual will assume full responsibility for the finance function and serve as a central leader through the remainder of the PE hold period, with an anticipated exit timeline of approximately four years
.

This role is ideal for a CFO who has operated at scale, partnered closely with PE sponsors and boards, and successfully led businesses through multi-year value-creation plans and exit execution
.

Finance & Corporate Development Organization (Current State)

• Accounting: Fully built and mature controllership function
• FP&A: Established enterprise-level FP&A team with robust forecasting and planning cadence
• Corporate Development: Dedicated Corp Dev function supporting M&A and strategic initiatives
• Systems & Controls: Institutional-grade ERP, reporting, and internal controls in place
• Current CFO: Actively supporting a planned transition through Q2 2026

Transition & Initial Mandate

• Partner closely with the current CFO to ensure seamless leadership transition
• Build credibility with the CEO, board, and PE sponsor during the transition period
• Assume increasing ownership of board reporting, capital markets, and strategic initiatives
• Maintain continuity across financial operations, reporting, and investor communications
• Prepare to take full CFO ownership ahead of the next phase of value creation

Key Responsibilities

• Serve as a core member of the executive leadership team and trusted partner to the CEO
• Act as primary financial liaison to the PE sponsor and Board of Directors
• Lead board reporting, investor updates, and long-range financial planning
• Oversee all finance functions, including accounting, FP&A, treasury, tax, risk, and compliance
• Ensure continued excellence in GAAP reporting, audit readiness, and internal controls
• Drive enterprise-level financial discipline, forecasting accuracy, and capital allocation
• Maintain strong relationships with lenders, advisors, auditors, and external partners
• Partner with the Corporate Development team on M&A strategy, diligence, and execution
• Provide financial leadership on acquisitions, integrations, and portfolio optimization
• Evaluate organic growth initiatives, capital investments, and strategic alternatives
• Support post-close integration and synergy realization efforts

Performance Management & Value Creation

• Lead KPI development, dashboarding, and enterprise performance management
• Drive margin improvement, cost optimization, and return-on-investment discipline
• Support operational leaders with actionable financial insights at scale
• Oversee cash flow optimization, leverage management, and covenant compliance
• Own financial readiness for exit, including reporting quality, normalization, and transparency
• Lead sell-side preparation, advisor coordination, and data room readiness
• Serve as a key executive leader throughout the transaction and exit process
• Ensure continuity and stability through ownership transition

Ideal Candidate Profile

• Prior CFO experience in large, private equity–backed companies ($500M+ revenue preferred)
• Demonstrated success operating in scaled, complex, multi-division environments
• Experience leading finance through multi-year PE hold periods and exits
• Strong background partnering with boards, PE sponsors, and executive leadership teams
• Deep expertise across accounting, FP&A, treasury, capital markets, and transaction finance
• Comfortable stepping into a succession-based transition with long-term ownership
• Strategic, steady, and execution-oriented leadership style

Education & Credentials

• Bachelor’s degree in Finance, Accounting, or related field required
• MBA and/or CPA strongly preferred

Why This Opportunity

• Planned CFO transition with ample overlap and knowledge transfer
• Scaled, institutional-quality finance organization already in place
• Clear 4-year runway to exit
  , allowing for strategic impact and value creation
• Top-tier compensation and equity upside
• High-visibility partnership with experienced PE sponsors and executive leadership
• Opportunity to lead a marquee portfolio company through its next liquidity event