Chief Financial Officer

Overview

A confidential search is underway for a Chief Financial Officer (CFO) for a portfolio company. This is a growing services business with a large hourly workforce, a clear operating plan, and an active program of small acquisitions.

The CFO reports to the CEO and serves as a member of the executive leadership team. This is a strategic role (not a controller role). The CFO oversees three functions—accounting, human resources and recruiting, and acquisitions—each led by an established department leader.

The position is fully remote.

Responsibilities

• Partner with the CEO to develop and execute business strategies that improve profitability and maximize enterprise value.
• Lead the three department heads (accounting, human resources and recruiting, and acquisitions), setting clear goals while enabling leaders to run their areas.
• Own financial planning and analysis, using AI tools and automation (e.g., forecasting, budgeting, and scenario modeling) to deliver FP&A output without adding headcount.
• Build and oversee labor cost planning and reporting for a large hourly workforce, including wage rates, scheduling efficiency, and overtime.
• Partner with HR leadership on hourly workforce strategy, including hiring, retention, pay structure, and employment compliance.
• Design and implement a performance bonus structure tied to clear operating metrics.
• Oversee month-end close, financial controls, and reporting through a strong, established accounting manager.
• Identify and drive cost reductions and operating efficiencies alongside operations leadership.
• Support acquisition strategy with the CEO, including diligence and integration, and assist the acquisitions lead with deal execution.
• Manage cash, treasury, banking relationships, and insurance.
• Prepare for and present at board meetings and help manage relationships with private equity investors and lenders.
• Contribute actively to the executive team.
• Ensure compliance with local, state, and federal financial, tax, and employment reporting requirements.

Requirements

• Minimum 8–10 years of experience in financial management leadership with increasing responsibilities, including time as a CFO or senior finance leader in a business with a large hourly workforce (e.g., multi-unit restaurants, hospitality, retail, or services).
• Proven track record driving profitability and cost discipline.
• Experience working with private equity and private equity-backed companies.
• Experience managing through M&A, including small and mid-sized acquisitions and post-close integration.
• Experience overseeing HR alongside finance, or closely partnering with HR on workforce planning and compensation.
• Experience leading other leaders with strong management and organizational skills.
• Hands-on fluency with AI tools and automation for finance and reporting, and proficiency with present-day accounting systems.
• Strong financial analytical capabilities, with data-supported recommendations.
• Excellent written and verbal communication skills; direct and collaborative approach.
• Degree in Business Administration, Accounting, or Finance.

Preferred Qualifications

• Not specified.

Compensation & Benefits

• Not specified.

Location

• Fully remote.