Chief Financial Officer (Confidential) - Search Services

Our private equity backed client is a growing lower middle market professional services company based in the Houston metropolitan area, and they seek a CFO to join their executive management team. They are growing at a rapid pace and have multiple locations in several states. 

They seek a leader who will own the Accounting and Finance functions of the company and help manage the organization’s growth. In addition, they seek someone with Lower Middle Market/ Middle Market company experience to act as the “hands on” financial fiduciary for the organization and work closely with the PE sponsor and C-Suite. The client wants someone with a strong business acumen to lead the process of supporting the company’s operations with meaningful data analytics. We work closely with the PE sponsor, and they have a great reputation and track record for success. The PE sponsor is very excited about the company and its future. 

Key Attributes:

• Must have accounting and finance technical proficiency.
• Must have a strong business acumen.
• Must have excellent communication skills and a superior ability to lead and grow teams and develop relationships.
• Must have a fiduciary mindset.
• Must have strong project management skills. 
• Prefer a CPA.
• Prefer Big 4 Assurance followed by industry accounting and finance leadership experience. 
• Experience in a professional services company with client billable hours (for employee time) is required. This experience could come from many different industries as long as it involves billable employee time on client service engagements.  
• Must have a strong process/procedures/internal controls aptitude.
• Must be "hands-on" in the details.  

Essential Job Responsibilities:

• Manage, direct, and develop the various Finance and Accounting team members.
• Oversee all general accounting, financial accounting, and financial reporting activities.
• Responsible for all PE, Management, and Board Reporting.
• Oversee the Treasury and Cash Management function, including management of liquidity and cash forecasting.
• Oversee the annual Budget as well as all monthly Financial Analysis and Planning activities. 
• Act as a liaison for the outsourced Tax function (planning and compliance).
• Responsible for all accounting systems, processes, and controls.
• Oversee the annual audit. 
• Work closely with the Executive and Operations leaders to support their efforts to organically grow the organization in an efficient and effective manner. 
• Work to develop a business analysis and operations support function beyond traditional financial analytics.
• Support acquisition and capital raise activities.