Chief Financial Officer

COMPANY:
A private equity-backed provider of recurring commercial facilities services, headquartered in the Southeast.

REPORTS/RELATIONSHIPS:
This position will report directly to the Chief Executive Officer (CEO).

BASIC FUNCTIONS:
The Chief Financial Officer (CFO) will have hands-on responsibility for all aspects of the company’s accounting and financial activities, as well as partnering with the CEO and the management team to identify, prioritize, and execute strategic initiatives related to the company’s growth mission. The CFO will be responsible for operating budgets, financial reporting, and the development of forecasts that accurately anticipate risks and opportunities, including return on investment and opportunity cost analysis, while promoting operational excellence through cross-business unit collaboration. The CFO will possess a demonstrated ability to analyze, interpret, and effectively communicate statistical and financial information to internal and external stakeholders. The CFO will also strategically lead M&A due diligence and CRM/Accounting systems integration activities.

Specific duties will include, but not necessarily be limited to:

Prepare, review, and analyze financial statements on a monthly basis for management review on a pro forma basis, as well as in compliance with GAAP.
Establish effective financial analysis techniques and disciplines through the development and maintenance of comprehensive monthly and quarterly reporting tools/packages.
Ensure the establishment of comprehensive financial policies and procedures through the maintenance of organized and structured accounts and records.
Lead in developing, implementing, and monitoring compliance with internal accounting controls and company policies/procedures; maintain a system of controls over accounting transactions.
Lead due diligence on add-on acquisitions to the company’s platform and ensure that all applicable systems, reporting, policies, and procedures of each add-on acquisition are integrated on a timely basis post-acquisition.
Develop and manage accounting staff (both local and remote); provide ongoing training and measure performance.
Coordinate and manage year-end audit and tax filings and build/maintain relationship with audit firm.
Manage banking relationships, online platforms, and purchasing card programs.
Establish and maintain strong working relationships with business unit leaders and departmental heads; collaborate on solutions to cross-functional business problems.
Partner with operations to establish appropriate KPIs and improve processes.
Lead the implementation of the company’s CRM and accounting systems.
Serve as an interface for third-party benefits, payroll, insurance, and tax providers and make recommendations to the CEO and Board of Directors regarding improving these functions and services.
Provide relevant financial analysis, recommendations, and support to other functional leaders in the company, including management and Shoreline.

REQUIREMENTS:

15+ years of finance and accounting experience, with at least five years in a senior management role; experience in a branch-based, acquisitive private equity backed services business preferred.
Strong knowledge of US GAAP and the transition of books and records from cash to accrual basis for future add-on acquisitions.
Experience with lender communications, credit agreement negotiations, and compliance, including financial covenant compliance reporting and modeling in conjunction with the company’s financial plan.
Experience managing an audit process, including direct participation in producing and reviewing responses to audit requests.
Experience with post-acquisition integration preferred.
Experience developing a finance function and team.
Comfortable working in a smaller but fast-growing company environment where direct action and resourcefulness are essential.
Open-minded, strong listener able to discern issues from collected information and draft logical, understandable, and consistent strategies.
Cost-conscious with prior success in using resources in cost-effective ways.
Multi-entity/multi-location accounting experience is required; experience with percentage of completion accounting method preferred.
Strong work ethic.
CPA license preferred.
Experience in B2C or B2B services industry is a plus.
Military experience is a plus, but not required.
Bachelor’s degree in accounting, finance, or related field is required; MBA preferred.

COMPENSATION:
Compensation will be commensurate with experience including a competitive base salary, bonus opportunity, and competitive benefits package.

CONTACT INFORMATION:
Jonas Hedin, Managing Partner
jhedin@CLCBsearch.com
704.377.0362