Chief Financial Officer (CFO)

Role Overview

We are seeking a strategic and hands-on Chief Financial Officer (CFO) / Partner to serve as a key finance leader and trusted advisor to ownership. This individual will oversee all aspects of financial planning and analysis, accounting, reporting, treasury, cash management, lender relationships, and operational finance across a growing multi-site platform.

This is an opportunity for a high-impact finance executive who thrives in entrepreneurial, high-growth environments and can help build scalable infrastructure, support acquisitions, and drive operational performance across the organization.

Key Responsibilities

Financial Planning & Analysis

• Lead the FP&A function, including budgeting, forecasting, KPI development, executive reporting, and financial dashboards
• Develop reporting tools and analytics to support strategic decision-making and operational visibility

Operational Finance & Business Partnership

• Partner closely with operations, HR, marketing, and business leaders to align financial performance with company goals
• Support pricing strategy, workforce planning, forecasting, and other operational initiatives that drive growth and profitability
• Translate financial data into actionable business insights for leadership

Investor & Lender Reporting

• • Prepare and deliver timely and accurate reporting packages for lenders and stakeholders
• • Manage covenant compliance, reporting requirements, and financial communications with external partners

Acquisitions & Strategic Growth

• Support acquisition and transaction activity, including financial modeling, underwriting, diligence coordination, and integration efforts
• Partner with internal and external stakeholders throughout the deal lifecycle
• Assist with post-acquisition integration and performance tracking

Accounting & Financial Operations

• Oversee all accounting and financial operations, including financial statement preparation, internal controls, AP, AR, payroll, tax filings, and compliance activities
• Lead and develop the accounting and finance team while building scalable processes and controls
• Ensure accuracy, timeliness, and integrity of financial reporting

Treasury & Cash Management

• Lead treasury and cash management functions, including liquidity planning, forecasting, and working capital optimization
• Oversee short and long-term cash forecasting and capital planning initiatives

Candidate Profile

• Bachelor’s degree in Finance, Accounting, Business, or related field
• MBA, CPA, and/or CFA preferred
• 10+ years of progressive finance leadership experience
• Prior experience as a CFO, VP Finance, or senior finance leader
• Strong background in FP&A, operational finance, treasury, reporting, and accounting operations
• Experience in private equity-backed, founder-led, multi-site, or high-growth organizations preferred
• M&A, integration, and transaction experience strongly preferred
• Entrepreneurial mindset with the ability to operate effectively in a fast-paced environment
• Strong leadership, communication, and execution capabilities

Preferred Background

• Experience supporting multi-site education, healthcare, services, or field operations environments preferred
• Experience leading finance transformation initiatives, process improvement efforts, or ERP implementations is a plus
• Comfortable operating in an evolving, growth-oriented organization with significant executive visibility

Location

Tri-State New York Metro Area preferred

Compensation

$200K–$250K Base Salary + Performance Bonus + Significant Equity Opportunity