Interim CFO

CFO (Interim or Permanent) – Technology

New York

Salary: Flexible (Day Rate & Full Time Salary available) + competitive transaction bonus

JH2950

I am working with a revolutionary new marketplace, super app that has gained huge traction and will be launching across multiple US states in 2024. They need an excellent CFO to come and lead the business through a $25m series A to facilitate the launch and expansion. The right candidate must have strong capital/debt raise experience and a good network among the Investment Banks that they can bring to the business to support the raise. Upon successful raise the candidate will receive a competitive bonus and ideally stay on with the business, supporting the build of the function and preparing the business for further raises.

The successful candidate will need to have a clear track record of successful fundraises of c.$25m and beyond whilst demonstrating an available network that could provide immediate support to the network.

CFO, PE-backed company,

Nashville, TN

MD10001

The Opportunity

Finatal is partnering with a middle-market private equity fund that has recently acquired a rapidly growing industrial business serving the entertainment industry.  The leadership team is actively seeking a visionary CFO to join their ranks and aid in facilitating both acquisitive growth and organic expansion.

This role is tailored for CFOs with a proven track record in dynamic environments, particularly those within private equity-backed businesses, and a genuine passion for industrial industry and people-orientated businesses.

Role & Responsibilities:

The selected candidate will assume a central role in shaping the financial landscape during post investment, as well as during the rapid expansion. The company seeks a CFO with extensive financial leadership experience, especially in the context of private equity-backed companies. Reporting directly to the CEO and closely collaborating with private equity partners, the CFO will lead efforts to ensure financial excellence, oversee due diligence processes for potential acquisitions, and optimize the finance function to support the company's growth.

Requirements:

·       Demonstrated proficiency as a CFO or senior finance executive in fast-growing, private equity-backed and founder-led businesses, especially within the industrial space.

·       Experience in M&A and integration

·       Strong background in managing debt and banking relationships

·       Experience building and leading small, but robust finance teams.

·       Expertise in financial modeling, valuation, and analytical capabilities to guide well-informed investment decisions.

·       Strong leadership capabilities to effectively inspire and guide finance teams throughout dynamic growth phases.

·       Exceptional communication and presentation skills, underpinned by the ability to simplify complex financial concepts.

·       A strong sense of ambition and enthusiasm for servicing the entertainment industry.

·       Experience in entertainment industry is a nice-to-have.

CFO

Research Services

Remote - United States (Remote with frequent travel to West Coast)

$250,000 - $350,000

JH54170

I am working with a middle-market private equity fund that have recently acquired a rapidly growing, pharma research services business and require a best-in-class CFO to lead the business through the full cycle. The business currently has 20 research sites across the US and has grown 100% year on year, leading them to $60m revenue with c.65% EBIDTA margins. The plan is to reach 50 sites by the end of 2026 and need an excellent CFO to lead the buy and build, construct a best-in-class finance function and work directly with the board and private equity house on long term business strategy.

Responsibilities:

• Collaborate with the CEO and executive team to develop long-term financial strategies aligned with the company's vision and objectives.
• Lead the annual budgeting and forecasting process, providing insightful financial analysis and identifying opportunities for cost optimization and revenue growth.
• Develop and implement financial models to assess investment opportunities, pricing strategies, and potential acquisitions.
• Oversee the timely and accurate preparation of financial statements, ensuring compliance with GAAP and other regulatory requirements.
• Provide regular financial performance updates to the executive team and private equity investors, highlighting key performance indicators (KPIs) and financial trends.
• Conduct in-depth financial analysis, risk assessments, and scenario planning to support strategic decision-making.
• Monitor and manage cash flow, working capital, and liquidity to ensure the business's financial stability and to optimize capital allocation.
• Establish and maintain relationships with financial institutions to secure financing and banking services that align with the company's needs.
• Implement and maintain robust internal financial controls and policies to safeguard company assets and ensure compliance with financial regulations.
• Work with the audit and compliance teams to facilitate external audits and ensure adherence to all reporting and regulatory requirements.
• Act as the primary liaison with private equity investors, providing financial updates, responding to inquiries, and building strong relationships to instil confidence in the business's financial management.
• Lead financial due diligence for potential acquisitions, assessing their financial viability and alignment with the company's growth strategy.
• Support M&A transactions, including valuation, negotiation, and integration activities.
• Identify and manage financial risks, implementing risk mitigation strategies to protect the business from potential adverse impacts.
• Build and lead a high-performing finance team, fostering a culture of collaboration, innovation, and continuous improvement.
• Provide guidance, mentorship, and professional development opportunities to team members.

Requirements:

• Bachelor's degree in finance, accounting, or a related field. An MBA or advanced degree is a plus.
• CPA Qualification is desired.
• Experience as CFO in a private equity backed business, preferably leading the business through an exit.

• Proven experience as a CFO or senior finance executive in a services business.
• Strong financial acumen and strategic thinking skills, with a track record of driving financial performance and contributing to business growth.

Interim FP&A Consultant

 Flexible Hourly rate

Initial 3 month contract (Full time)

Manhattan (1-2 days a week in office)

JH1005

I'm presently collaborating with a mid-market private equity firm that is on the verge of finalizing the acquisition of two software companies. They're actively seeking an interim FP&A consultant to spearhead the revitalization of the commercial reporting departments within both companies post-acquisition. The role entails constructing a comprehensive integrated operating model post-acquisition, crafting cashflow forecasts from the ground up, and conducting synergy analyses. This represents an exceptional opportunity to directly engage with a tech-focused investment team and collaborate with an experienced SaaS CFO to establish a top-tier FP&A function and create a cutting-edge board pack.

Requirements
-Must have strong Private Equity portfolio exposure.
-Experience working for SaaS or Managed Services business.
-Have a hands on approach

FP&A Manager

Industrial Services

Houston, Texas

$200,000 - $275,000

JH2949

I am working with a mid-market private equity fund based out of California that are looking for an ambitious FP&A manger to join one of their fast-growing assets as a number two to the CFO. The business is a rapidly growing, industrial services business operating across 30 sites in the US and is currently turning over $200m. Since the investment, they have been growing exponentially and need a commercially astute candidate to take charge of the FP&A accounting function, working directly with private equity house and senior stakeholders.

Responsibilities:

• Collaborate with the CFO and executive team to develop long-term financial strategies aligned with the company's vision and objectives.
• Lead the annual budgeting and forecasting process, providing insightful financial analysis and identifying opportunities for cost optimization and revenue growth.
• Develop and implement financial models to assess investment opportunities, pricing strategies, and potential acquisitions.
• Provide regular financial performance updates to the executive team and private equity investors, highlighting key performance indicators (KPIs) and financial trends.
• Conduct in-depth financial analysis, risk assessments, and scenario planning to support strategic decision-making.
• Monitor and manage cash flow, working capital, and liquidity to ensure the business's financial stability and to optimize capital allocation.
• Lead financial due diligence for potential acquisitions, assessing their financial viability and alignment with the company's growth strategy.
• Support M&A transactions, including valuation, negotiation, and integration activities.
• Identify and manage financial risks, implementing risk mitigation strategies to protect the business from potential adverse impacts.
• Provide guidance, mentorship, and professional development opportunities to team members.

Requirements:

• Must be available to travel to the office, in Texas, on a weekly basis.

• Experience in a services business is preferable.
• Strong financial acumen and strategic thinking skills, with a track record of driving financial performance and contributing to business growth.
• Strong FP&A background from IB or industry.

CFO

Manufacturing

North Carolina (Flexible)

$350,000 - $450,000 base salary

JH2948

I am working with a large cap private equity fund based out of New York that have just led on a $2bn deal for a manufacturing business in the renewable materials space. The business is currently doing c.$150m EBIDTA and following the investment, they require an excellent CFO, who has previous experience with this size of business, to develop a best in-class finance function. The CFO will need to quickly build all processes, lead on the M&A activity, upscale the management information and be a valuable member of the C-suite management team, working directly with the private equity house and stakeholders.

Responsibilities:

• Collaborate with the CEO and executive team to develop long-term financial strategies aligned with the company's vision and objectives.
• Manage the ABL.
• Lead the annual budgeting and forecasting process, providing insightful financial analysis and identifying opportunities for cost optimization and revenue growth.
• Develop and implement financial models to assess investment opportunities, pricing strategies, and potential acquisitions.
• Oversee the timely and accurate preparation of financial statements, ensuring compliance with GAAP and other regulatory requirements.
• Provide regular financial performance updates to the executive team and private equity investors, highlighting key performance indicators (KPIs) and financial trends.
• Conduct in-depth financial analysis, risk assessments, and scenario planning to support strategic decision-making.
• Monitor and manage cash flow, working capital, and liquidity to ensure the business's financial stability and to optimize capital allocation.
• Establish and maintain relationships with financial institutions to secure financing and banking services that align with the company's needs.
• Implement and maintain robust internal financial controls and policies to safeguard company assets and ensure compliance with financial regulations.
• Work with the audit and compliance teams to facilitate external audits and ensure adherence to all reporting and regulatory requirements.
• Act as the primary liaison with private equity investors, providing financial updates, responding to inquiries, and building strong relationships to instill confidence in the business's financial management.
• Lead financial due diligence for potential acquisitions, assessing their financial viability and alignment with the company's growth strategy.
• Support M&A transactions, including valuation, negotiation, and integration activities.
• Identify and manage financial risks, implementing risk mitigation strategies to protect the business from potential adverse impacts.
• Build and lead a high-performing finance team, fostering a culture of collaboration, innovation, and continuous improvement.
• Provide guidance, mentorship, and professional development opportunities to team members.

Requirements:

• Bachelor's degree in finance, accounting, or a related field. An MBA or advanced degree is a plus.
• Experience as CFO in a private equity backed business.

• Proven experience as a CFO or senior finance executive in a manufacturing business, preferably with exposure to private equity-backed environments.
• Experience in a business with revenue greater than $500m.
• Strong financial acumen and strategic thinking skills, with a track record of driving financial performance and contributing to business growth.