CFGI is continuing to expand our Private Equity Services practice and we are seeking experienced Controllers and CFOs to lead embedded advisory projects for our valued PE and corporate clients on an interim, contractual basis. As the demand for interim CFOs and Controllers continues to hold strong, we are looking to build a pipeline of experienced professionals who are looking for a challenge, but with the flexibility that a project-based arrangement can provide. While project-based contractors may have the chance to convert to FTEs, we are ideally targeting individuals who have an interest in working on a project-by-project basis.
Contracted professionals will work closely with our client service teams here at CFGI, as well as Executive Leadership and Operating Partners at a variety of our PE and private/public clients.
Essential Functions and Responsibilities (can vary by project scoping and client need):
· Lead post-closing accounting and finance initiatives for newly acquired, first-time private equity-backed enterprises, including establishing stakeholder reporting, cash management and forecasting, KPI reporting, budgeting and forecasting, working capital optimization assessments, etc.
· Lead and accelerate month-end closing processes, including ensuring close timeliness and accuracy, account reconciliations, accruals, journal entry preparation/posting, and variance analyses.
· Manage all aspects of day-to-day accounting functions and provide guidance to team members, ensuring effective team support.
· Help prepare and deliver monthly, quarterly, and annual board packages and presentations.
· Analyze and interpret financial information pertaining to the company’s performance.
· Achieve an understanding of operations to weigh in on business trends.
· Develop performance measures that support the company’s strategic direction.
· Maintain in-depth relations with private equity sponsors and all members of the management team.
· Oversee the financial operations of subsidiary companies and foreign operations, if applicable.
· Manage third -party relationships.
· Oversee the company’s transaction processing systems.
· Supervise acquisition due diligence and integration initiatives.
· Monitor and forecast financial covenants and liaise with all debt and equity stakeholders.
· Ensure compliance with all regulatory requirements.
· Function as a financial advisor to members of leadership.
Ideal Candidate:
· You bring creativity, a sense of urgency, positivity, and analytical rigor to the pursuit of our mission and growth.
· You are a thoughtful team leader, skilled at establishing business priorities and the ability to persuasively gain alignment with internal and external business partners.
· You are an “owner”, and you bring projects from inception to completion in a highly organized manner and with little or no supervision.
· You are very “hands-on” and willing to roll up your sleeves.
· You excel in a high-impact position within a fast-paced, deadline-driven environment.
· You are extremely comfortable (and enjoy) collaborating closely with team members at all levels and being accountable for concurrent high-priority projects.
· You have a lot of M&A experience, with a focus on leading and executing short-/long-term OCFO integration and value-creation initiatives.
· You are extremely detail oriented.
Requirements:
· Bachelor’s or master’s degree in accounting or finance; active CPA certification preferred.
· 12+ years of experience in an accounting and finance environment.
· Must have prior experience working as a Controller, VP Finance or CFO for an operating company for at least five years.
· Super-Controller (P&L ownership) experience within high-growth (organic/inorganic) PE-backed companies, with an ability to play at the CFO-level a big plus.
· Extensive experience establishing daily, weekly, monthly reporting (DWMR) for all stakeholders.
· Executive presence and communication skills to effectively team/communicate with PE sponsor deal teams and portfolio company senior management.
· Ability to condense and standardize monthly financial statement closing processes through process and systems optimization.
· Expertise in all aspects of lender compliance reporting, covenant reporting (add-back treatment), financial analysis/reporting, etc.
· Strong familiarity with closing statement preparation, managing post-Closing OBS/Valuation workstreams, and other 3PLs.
· Self-starter and demonstrated ability to problem solve and align team members around strategy/tactics to push time-sensitive initiatives forward.
· Ability to travel as needed.
· Multi-industry discipline, as well as previous public accounting experience, is a plus.
What We Do
CFGI is a unique and highly specialized financial consulting firm that is strategically positioned to help companies through a range of routine and complex business scenarios. As an extension of your corporate finance team, CFGI works alongside your internal staff, serving in a variety of roles – from technical accounting advisor to M&A support to Controller or CFO – and delivering seamless support services. Our key areas of expertise include:
» Technical Consulting
» Interim Management
» Corporate Tax
» Private Equity Services
» Valuation
» Robotic Process Automation (RPA)