Full-Time
Interim CFO and Controller Opportunities
Posted on 4/18/2024
Financial consulting and business transformation services
Consulting
Financial Services
Senior, Expert
Remote in USA
Required Skills
Financial analysis
Mergers & Acquisitions (M&A)
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.
Responsibilities
- Lead post-closing accounting and finance initiatives for newly acquired, first-time private equity-backed enterprises.
- 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.
CFGI specializes in providing financial consulting services, including accounting advisory, risk management, cybersecurity, and valuation, with a focus on robotic process automation for finance and accounting operations. Additionally, the company offers business transformation solutions.
Company Stage
Private
Total Funding
N/A
Headquarters
Boston, Massachusetts
Founded
2000
Growth & Insights
Headcount