Our client is seeking an experienced Chief Financial Officer (CFO) to provide financial leadership, structure, and decision support to ownership.
The CFO will serve as a trusted thought partner to ownership, bringing clarity to financial performance, identifying risks and opportunities, and helping prioritize initiatives that drive profitability, cash flow, and long-term growth. This is a hands-on leadership role suited for a pragmatic operator who can both set strategy and ensure execution.
Financial Leadership & Strategy
Act as the senior financial advisor to ownership and executive leadership
Translate financial data into clear, actionable insights to support decision-making
Develop financial frameworks to evaluate growth initiatives, capital investments, and operational improvements
Identify financial risks, constraints, and opportunities across the organization
Financial Reporting & Visibility
Ensure timely, accurate monthly financial statements and meaningful management reporting
Improve visibility into unit-level performance, margins, and cost drivers
Establish clear KPIs, dashboards, and forecasting processes
Drive accountability through consistent reporting and performance review
Accounting, Controls & Compliance
Oversee all accounting functions, including close, financial reporting, and policy
Ensure GAAP compliance and strong internal controls
Lead audit readiness and coordination with external auditors and tax advisors
Improve documentation, consistency, and scalability of financial processes
Cash Flow, Liquidity & Capital
Manage cash flow, liquidity planning, and working capital
Support banking relationships, financing needs, and covenant compliance
Evaluate capital allocation decisions, including new locations, remodels, and systems investments
Operational & Cross-Functional Partnership
Partner closely with operations, HR, payroll, and IT to ensure financial alignment
Improve integration between financial systems and operational data
Help clarify decision rights and reduce financial bottlenecks involving ownership
Team Leadership & Development
Lead, mentor, and develop the finance and accounting team
Clarify roles, responsibilities, and escalation paths within the function
Build a finance organization that balances accuracy, efficiency, and forward-looking insight
Required
Bachelor’s degree in Accounting, Finance, or related field
10+ years of progressive finance and accounting leadership experience
Experience serving as a senior financial leader (CFO, VP Finance, or Controller with strategic scope)
Strong understanding of GAAP, financial reporting, and internal controls
Proven ability to operate in complex, multi-entity environments
Experience partnering directly with owners or senior executives
Preferred
Experience in multi-unit, retail, restaurant, hospitality, or operational businesses
CPA, CMA, or MBA strongly preferred
Track record of improving financial visibility, close timelines, and decision support
Experience in owner-led or private equity-backed organizations
Direct partnership with ownership and influence over business direction
Opportunity to build structure, clarity, and financial discipline
Meaningful impact on profitability, cash flow, and scalability
A leadership role with both strategic and hands-on scope
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