CFO

Recruit CRM; Allen (TX); On-site; USD 180,000 - 270,000; Full time

Job summary

Recruit CRM is assisting a well-established professional services firm in searching for a Controller/CFO to lead financial operations nationwide. The role covers accounting, reporting, budgeting, forecasting, cash flow, and internal controls while partnering with the CEO on growth strategy.

The ideal candidate has 10+ years in finance leadership, CPA or MBA preferred, and a hands-on, low-ego leadership style capable of guiding a small accounting team and interacting with ownership and clients.

Qualifications

• Experience leading finance teams with P&L ownership and strategic input.
• Proven track record in budgeting, forecasting, and financial planning.
• Strong communication with CEOs, owners, and external advisors.
• Hands-on in a lean finance environment with controls and governance.
• Bachelor’s in accounting/finance; professional designation preferred.

Responsibilities

• Own the company’s financial operations, including reporting, budgeting, forecasting, and P&L management.
• Lead month-end close and ensure accurate, timely financial statements.
• Manage cash flow, banking relationships, and working capital.
• Develop KPIs and reporting to support executive decisions.
• Oversee billing, collections, and client invoice questions.
• Partner with CEO on pricing and strategic financial decisions.
• Strengthen internal controls and governance; oversee external relationships.
• Lead and develop a three-person accounting team.

Skills

P&L Ownership

Financial Reporting

Cash Flow Mgmt

Budgeting

Strategic Partnering

Leadership

Executive Communication

Education

Bachelor's in Accounting/Finance

CPA or MBA preferred

Tools

ERP systems

Financial modeling

MS Excel

Job description

Our client is a well-established, privately held professional services organization serving major law firms and corporate clients nationwide. The company is seeking an experienced Controller / CFO to lead its financial operations and serve as a key business partner to the CEO and ownership team.

This is a highly visible, hands-on leadership role with responsibility for accounting, financial reporting, P&L management, budgeting, forecasting, cash flow, internal controls, and financial strategy.

Key Responsibilities

• Own the company's financial operations, including accounting, financial reporting, budgeting, forecasting, and P&L management.
• Lead and oversee the month-end close and ensure accurate and timely financial reporting.
• Manage cash flow, banking relationships, credit platforms, expense reporting, and working capital.
• Develop financial models, KPIs, and reporting to support executive decision-making.
• Monitor revenue, margins, profitability, expenses, and overall financial performance.
• Oversee billing and collection of client-reimbursable/pass-through expenses.
• Serve as a senior financial point of contact for clients, including resolving billing and invoice questions.
• Partner with the CEO on pricing, commercial decisions, growth opportunities, and financial strategy.
• Maintain and strengthen internal controls, financial processes, and governance.
• Oversee tax, regulatory, banking, and other external financial relationships.
• Lead, develop, and hold accountable a three-person accounting team.
• Improve financial systems and processes while maintaining a practical, hands-on approach.

Qualifications

• 10+ years of progressive finance and accounting leadership experience.
• Previous CFO, VP Finance, Controller, or Controller-to-CFO experience.
• Demonstrated P&L ownership, including budgeting, forecasting, and margin management.
• Strong experience with cash flow management, banking, financial reporting, and internal controls.
• Hands-on experience in a lean accounting/finance environment.
• Excellent communication and interpersonal skills with the ability to work directly with executives, ownership, clients, and outside advisors.
• High level of discretion and integrity when handling confidential financial and business information.
• Bachelor's degree in Accounting, Finance, or related field.
• CPA and/or MBA preferred, but not required.

Preferred Experience

• Professional services, legal services, or another project-based business.
• Experience with pass-through, reimbursable, or project-based billing.
• Experience working in a closely held or founder-led organization.
• Exposure to M&A diligence or corporate development activities.
• Demonstrated stability and longevity in previous finance leadership roles.

Ideal Candidate

The ideal candidate is a low-ego, hands-on financial leader who is equally comfortable working through accounting details and advising the CEO on broader business decisions.

This individual should be comfortable picking up the phone to resolve a client billing question, participating in the monthly close, analyzing financial results, and presenting recommendations to ownership. Strong judgment, discretion, communication, and a high level of personal accountability will be critical to success.