Chief Financial Officer

Our client, a leading organization in the home services industry, is seeking a Chief Financial Officer (CFO) to oversee all finance and accounting functions. The CFO will manage financial reporting and analysis, lead strategic planning initiatives, and drive both organic and inorganic growth across the company. This role also focuses on developing and mentoring the finance team, fostering a culture of excellence and continuous improvement.

Key Responsibilities:

Strategic:

• Collaborate with senior leadership to develop and implement strategic plans aimed at driving growth and profitability.
• Lead financial planning and analysis to support strategic decision-making and achieve business objectives.
• Manage integration efforts for new acquisitions, creating strategies for seamless transitions that align with the company’s goals.
• Act as a strategic partner in the development of annual and long-term plans.
• Provide vision and leadership to identify opportunities for enhancing profitability through improved financial understanding and forecasting.
• Represent our client in various capacities, including thought leadership and vendor relationships.

Operational:

• Oversee all finance and accounting functions, ensuring accuracy, compliance, and efficiency in reporting and operations.
• Lead the fiscal year budgeting process, assess business unit performance against budget, and develop financial forecasts.
• Manage internal operations related to inventory, fixed assets, financial reporting, and growth initiatives.
• Develop and mentor finance teams, promoting a high-performance culture.
• Identify and nurture top talent within the finance department.
• Maintain strong relationships with key vendors to ensure mutual benefit and sustained partnerships.
• Address technical accounting issues as necessary.

Financial Reporting:

• Supervise the preparation of monthly, quarterly, and annual financial statements in compliance with relevant accounting standards.
• Oversee the monthly management financial reporting package, including variance analysis.
• Provide key operational data to leadership, including inventory metrics.
• Coordinate the creation of periodic reporting for the Board of Directors.
• Manage the annual financial audit process conducted by independent auditors.

Internal Controls:

• Oversee the development and implementation of internal controls.
• Maintain and enhance accounting and finance policies and procedures to ensure compliance with accounting standards.
• Identify opportunities to create or revise policies for improved efficiency within the finance team.

Additional Responsibilities:

• Manage regulatory filings, debt covenant reporting, and special projects as needed.
• Establish and implement short- and long-term goals for the accounting department.

Qualifications:

• Bachelor’s degree in accounting or a related field.
• Experience managing and optimizing the use of accounting systems (e.g., Sage Intacct).
• Proficiency in Microsoft Excel and MS Office applications.
• Proven M&A experience with a track record of successful integrations.

Preferred Qualifications:

• Experience leading finance teams in a private equity-backed organization.
• Background in high-growth home services businesses.
• Demonstrated success in driving operational improvements across teams.
• Strong organizational and time management skills.