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Chief Financial Officer
We are partnering with a mid-market private equity backed commercial service and rental organization seeking a Chief Financial Officer.

Reporting to the CEO, the Chief Financial Officer (CFO) is responsible for leading and managing the finance and accounting department. The CFO will oversee acquisition deal analysis and integration, drive growth and financial performance through KPI management, and support strategic development and operational planning/budgeting. This role will also ensure the effective implementation of financial standard operating procedures (SOPs) and systems.

ESSENTIAL JOB FUNCTIONS

• Lead and manage the central finance team, overseeing core areas such as financial planning and analysis (FP&A), accounting, and treasury systems and controls.
• Supervise the monthly financial close process, ensuring timely and accurate delivery of financial reports, including final reviews of monthly financial packages.
• Oversee quarterly and year-end financial reviews, including preparation of board packages, financial statements, and lender reporting.
• Direct liquidity management efforts with FP&A and accounting support, reviewing liquidity reports, forecasting, and advising on capital expenditure and strategic business decisions.
• Oversee the budgeting process, ensuring integration of actual results with forecasts for board approval and subsequent lender reporting.
• Maintain regular communication with the board and ownership regarding financial and accounting functions.
• Serve as the primary contact for corporate and equipment lenders, managing relationships, leading presentations, and addressing inquiries.
• Approve check signing and ACH transactions, ensuring adherence to formal processes, documentation standards, and authority delegations.
• Manage key vendor relationships to optimize days payable outstanding (DPO) and support business interests.
• Oversee collections efforts, tracking accounts receivable (A/R) milestones and minimizing days sales outstanding (DSO).
• Monitor and report company KPIs, collaborating with FP&A personnel to provide insights for executives and investors.
• Support mergers and acquisitions (M&A) activities, including pre-transaction analysis and post-transaction financial integration for new businesses or expansions.
• Advise the CEO on financial strategy, with a focus on liquidity management and financial forecasting.
• Lead the implementation of financial systems (e.g., NetSuite), coordinating with internal and external project teams.
• Drive margin control initiatives, developing data tools and integrating with ERP systems to support the sales team.

EDUCATIONAL AND PRACTICAL EXPERIENCE

• Education: Bachelor’s degree in Finance (required); MBA and/or CPA (preferred).

• Experience:
  • 15+ years of professional experience, including 5+ years in senior finance leadership roles.
  • Experience in private equity and familiarity with board and investor communications is highly valued.
  • Strong expertise in financial analysis, accounting, and quantitative skills, with formal training in accounting and finance.
  • Comprehensive understanding of FP&A, GAAP accounting, treasury processes, and managing vendor and banking relationships.
  • Proven success in leading enterprise-wide budgeting and forecasting processes across multiple functional and business entities.
  • Experience managing multi-site, geographically distributed teams, including talent recruitment, retention, and development.
  • Familiarity with construction or rental contracts, billing processes, and union environments is a plus.
  • Knowledge of private equity transactions, M&A analysis, integration processes, and transaction modeling is highly valued.

#LI-AS1

Chief Financial Officer
We are partnering with a mid-market private equity backed commercial service and rental organization seeking a Chief Financial Officer.

Reporting to the CEO, the Chief Financial Officer (CFO) is responsible for leading and managing the finance and accounting department. The CFO will oversee acquisition deal analysis and integration, drive growth and financial performance through KPI management, and support strategic development and operational planning/budgeting. This role will also ensure the effective implementation of financial standard operating procedures (SOPs) and systems.

ESSENTIAL JOB FUNCTIONS:

• Manage the central finance team, including overseeing systems and controls in key areas such as financial planning and analysis (FP&A), accounting, and treasury.
• Supervise the monthly financial close process, ensuring timely delivery of financial reports and providing final oversight on the monthly financial package reviews.
• Oversee quarterly and year-end financial reviews, including preparing board packages, financial statements, and reporting packages for lenders.
• Lead liquidity management efforts with support from the FP&A and accounting teams, reviewing liquidity reports and strategizing on liquidity forecasting to support major capital expenditure decisions and strategic business decisions.
• Oversee the budgeting process, ensuring the integration of actual results with forecasted data, for review and approval by the board and subsequent delivery to lenders.
• Communicate regularly with the board and ownership regarding the financial and accounting functions of the business.
• Serve as the primary point of contact for managing relationships with corporate and equipment lenders, leading presentations and addressing inquiries as needed.
• Approve check signing and ACH transactions, ensuring compliance with formal processes, documentation standards, and delegation of authority.
• Manage major vendor relationships, optimizing days payable outstanding (DPO) in the best interest of the business.
• Lead collections efforts, working closely with the finance and accounting team to track accounts receivable (A/R) milestones and minimize days sales outstanding (DSO).
• Oversee the tracking and reporting of company KPIs, working closely with FP&A personnel to provide reports to executives and investors.
• Support mergers and acquisitions (M&A) activities, including pre-transaction analysis and leading post-transaction financial integration for newly acquired businesses or expansions.
• Advise the CEO on financial strategy and business initiatives, with an emphasis on liquidity management and financial forecasting.
• Lead the implementation of financial systems (e.g., NetSuite), collaborating with both internal and external project management teams.
• Manage margin control initiatives, including the development of data tools and integration with ERP systems to support the sales team.

EDUCATIONAL AND PRACTICAL EXPERIENCE:

• A Bachelor’s degree in Finance is required; an MBA and/or CPA is preferred.
• 15+ years of professional experience, with 5+ years in senior finance leadership roles in relevant or transferable industries
• Experience in private equity and exposure to working with boards and investors is highly valued but not required.
• Strong expertise in financial analysis, accounting, and quantitative skills, with formal training in accounting and finance
• Familiarity with FP&A, accounting (GAAP), treasury processes, and managing external vendors and banking relationships is essential
• Proven experience leading enterprise-wide budgeting and forecasting processes across both functional and business entities.
• Experience leading multi-site, multi-geography teams (directly or indirectly), including recruiting, retaining, and developing talent at both the site and corporate levels, fostering a positive working culture and driving business success.
• Knowledge of construction or rental contracts, billing processes, and familiarity with union environments is a plus.
• An understanding of private equity transaction structures, integration requirements, M&A analysis, and transaction process modeling is highly valued.

#LI-AS1

Bachelors