Chief Financial Officer

Chief Financial Officer (CFO)Confidential Private Equity FirmRemote (Offshore) | Full-Time

About the Company

This confidential private equity firm specializes in acquiring and revitalizing small and medium-sized U.S. businesses whose owners are ready to retire or transition out. Founded in 2024, the firm focuses on industries such as manufacturing, construction, and home improvement, targeting companies with $500K–$5M in EBITDA that have substantial growth potential.

The firm’s investment philosophy centers on preserving the legacy of acquired companies—including employees, brand identity, and customer relationships—while introducing strategic growth initiatives to modernize operations, expand market reach, and increase profitability. With two companies already acquired and a goal of 2–3 acquisitions per year, the firm is positioned for significant expansion. The CEO brings deep leadership experience from major global consulting firms and has led large-scale transformation initiatives for Fortune 500 clients.

Position Overview

We are seeking an experienced and strategicChief Financial Officer (CFO)to join the executive leadership team. This critical offshore position reports directly to the CEO and oversees all financial operations across the holding company and portfolio businesses.

The ideal candidate has strong U.S. GAAP expertise, extensive private equity and M&A experience, and a proven track record working with small to mid-sized U.S. companies. This position requires working U.S. Central Time hours and will initially manage a finance team of approximately five professionals, with continued team growth expected as the portfolio scales.

Key Responsibilities

Financial Leadership & Strategy
* Serve as the top financial strategist across the holding company and portfolio businesses
Serve as the top financial strategist across the holding company and portfolio businesses
* Develop financial strategies aligned with aggressive growth objectives
Develop financial strategies aligned with aggressive growth objectives
* Advise the CEO on capital allocation, deal strategy, and financial decision-making
Advise the CEO on capital allocation, deal strategy, and financial decision-making
* Build relationships with banking partners and manage all credit facilities
Build relationships with banking partners and manage all credit facilities

Financial Reporting & Compliance
* Oversee consolidated reporting in accordance with U.S. GAAP
Oversee consolidated reporting in accordance with U.S. GAAP
* Own monthly, quarterly, and annual close processes
Own monthly, quarterly, and annual close processes
* Standardize accounting practices across all portfolio companies
Standardize accounting practices across all portfolio companies
* Implement KPIs and performance metrics to drive operational excellence
Implement KPIs and performance metrics to drive operational excellence
* Prepare investor reporting packages and financial presentations
Prepare investor reporting packages and financial presentations
* Manage all lender reporting and compliance requirements
Manage all lender reporting and compliance requirements

Mergers & Acquisitions
* Lead buy-side due diligence for 2–3 annual acquisitions in the $500K–$5M EBITDA range
Lead buy-side due diligence for 2–3 annual acquisitions in the $500K–$5M EBITDA range
* Build sophisticated financial models (DCF, LBO, accretion/dilution)
Build sophisticated financial models (DCF, LBO, accretion/dilution)
* Perform deep-dive financial analysis on target companies
Perform deep-dive financial analysis on target companies
* Structure deal financing and negotiate terms with sellers and lenders
Structure deal financing and negotiate terms with sellers and lenders
* Manage post-acquisition integration, controls, and financial standardization
Manage post-acquisition integration, controls, and financial standardization

Portfolio Company Management
* Provide strategic financial oversight to individual portfolio companies
Provide strategic financial oversight to individual portfolio companies
* Implement consistent financial systems, controls, and best practices
Implement consistent financial systems, controls, and best practices
* Oversee QuickBooks adoption and utilization
Oversee QuickBooks adoption and utilization
* Identify operational improvements to increase EBITDA and cash flow
Identify operational improvements to increase EBITDA and cash flow
* Monitor business health and detect early warning signs of underperformance
Monitor business health and detect early warning signs of underperformance

Team Leadership
* Lead and mentor a growing finance team (currently ~5 professionals)
Lead and mentor a growing finance team (currently ~5 professionals)
* Scale the team in alignment with portfolio growth
Scale the team in alignment with portfolio growth
* Build a high-performance culture aligned with company values
Build a high-performance culture aligned with company values
* Delegate e