About the Role
This role is crucial for the company as it seeks an executive finance leader to guide financial strategy and governance. The priority is to hire someone with capabilities in capital strategy, M&A, and multi-entity complexity, especially when it comes to investor and board reporting. The position will report to the CEO or ownership and will have ownership over financial strategy, capital structure, treasury, M&A finance, tax strategy, investor/board reporting, and executive-level financial governance across all entities and verticals. The mission is to build the financial leadership layer above the Finance Director, enabling the organization to scale toward $100M+ in revenue while maintaining robust capital controls, cash visibility, and cohesive entity governance.
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Core Responsibilities
- Own group financial strategy, capital planning, treasury, banking relationships, and long-term financial architecture.
- Lead M&A finance workstreams for acquisitions, including diligence, modeling, integration planning, and post-close reporting.
- Own investor, board, lender, and strategic finance reporting as the company matures.
- Design the tax, transfer pricing, intercompany, and multi-entity finance structure with outside advisors.
- Set finance policy for revenue recognition, margin targets, working capital, cash reserves, debt/equity financing, and approval controls.
- Partner with MD OPS, RevOps, Finance Director, and vertical leaders on branch-level P&L, forecast discipline, hiring affordability, and growth scenarios.
- Oversee Finance Director and controller structure once a CFO is hired.
- Create financial readiness for $75M-$100M+ annual revenue scale.
Required Profile
- Senior finance leader with multi-entity, multi-jurisdiction operating experience.
- Experience in services, consulting, SaaS, systems integration, ERP/CRM, or project-based revenue environments.
- Strong background in M&A finance, treasury, FP&A, reporting, and controls.
- Ability to operate strategically while building practical systems in a fast-growth environment.
- Comfortable partnering with founder/CEO, MD OPS, sales, delivery, HR, RevOps, and external accountants/advisors.
Preferred / Nice to Have
- Prior CFO or VP Finance experience in a $25M-$150M revenue company.
- Experience with international entities: US, Canada, UK, UAE, Europe.
- Experience building finance functions around acquisitions and high-growth hiring plans.
Success Metrics
- Reliable group-level cash forecast and capital plan.
- Clean board/investor finance pack cadence.
- Clear branch-level P&L reporting and margin visibility.
- Documented finance governance across all entities.
- M&A finance process is repeatable and decision-ready.
First 90 Days
- Review entity structure, accounting partners, banking, tax, reporting, and cash controls.
- Assess Finance Director/controller operating model and define gaps.
- Create CFO-level finance roadmap for $100M+ revenue readiness.
- Build first executive finance pack: cash, revenue, margin, forecast, hiring affordability, and risks.
- Define capital/M&A finance playbook for acquisitions or new-entity builds.
