Chief Financial Officer (CFO)
Confidential Private Equity Firm
Remote (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 strategic Chief 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
Develop financial strategies aligned with aggressive growth objectives
Advise the CEO on capital allocation, deal strategy, and financial decision-making
Build relationships with banking partners and manage all credit facilities

Financial Reporting & Compliance

Oversee consolidated reporting in accordance with U.S. GAAP
Own monthly, quarterly, and annual close processes
Standardize accounting practices across all portfolio companies
Implement KPIs and performance metrics to drive operational excellence
Prepare investor reporting packages and financial presentations
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
Build sophisticated financial models (DCF, LBO, accretion/dilution)
Perform deep-dive financial analysis on target companies
Structure deal financing and negotiate terms with sellers and lenders
Manage post-acquisition integration, controls, and financial standardization

Portfolio Company Management

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

Team Leadership

Lead and mentor a growing finance team (currently ~5 professionals)
Scale the team in alignment with portfolio growth
Build a high-performance culture aligned with company values
Delegate effectively while maintaining accountability for results

Capital Management & Fundraising

Support future capital-raising initiatives, including fund formation
Prepare materials for investor roadshows and reporting cycles
Manage relationships with current and prospective investors
Optimize capital structure across the holding company and portfolio

Required Qualifications

3–5+ years of CFO or senior finance leadership experience
Expert knowledge of U.S. GAAP
Proven private equity and M&A experience
Strong background in small and mid-sized business finance (<$10M revenue)
Strong QuickBooks expertise
Advanced Excel + complex modeling (DCF, LBO, accretion/dilution)
Track record of due diligence and post-acquisition integration
Experience working with early-stage or rapidly scaling U.S. businesses
Strong leadership experience and ability to manage cross-functional finance teams
Ability to work U.S. Central Time hours
Excellent communication skills in English
Strong strategic thinking and business acumen
Self-starter with comfort in fast-paced, entrepreneurial environments

Preferred Qualifications

CPA or equivalent international credential
Industry experience in construction, manufacturing, or home improvement
Familiarity with HubSpot CRM
Experience in PE-backed portfolio environments
Experience implementing consolidation/reporting tools
Background managing lender and investor reporting

First 90 Days Success Criteria

Standardize financial reporting and month-end close processes
Build robust acquisition financial models and due diligence frameworks
Implement consolidated reporting infrastructure
Establish relationships with portfolio leadership teams
Identify key opportunities to improve financial systems and controls

Compensation & Benefits

Competitive compensation based on experience and location, including:

Competitive base salary
Performance-based annual bonus
Potential equity participation (based on experience and value-add)
Professional development support
Annual U.S. travel for strategic planning and leadership sessions

Compensation will be positioned based on experience, qualifications, geography, and private equity/M&A expertise.

Career Growth

As the portfolio expands from two to 6–10+ companies in the coming years, this role will grow significantly:

Build and lead a larger finance organization
Transition from hands-on execution to strategic leadership
Shape the long-term financial direction of a fast-growing private equity firm
Gain exposure to diverse industries and business models

Company Values

The firm operates with six core values:

Be Fast — decisive action and continuous momentum
Own It, Always — extreme ownership and long-term thinking
Radical Candor — direct, honest, respectful communication
No Assholes — zero tolerance for ego or toxicity
Earned, Not Entitled — rewards tied to contribution
Enjoy the Ride — celebrate wins and maintain a positive culture

How to Apply

This position is being run through an executive recruiting partner. Recruiters with this description should submit qualified candidates in accordance with the engagement agreement.