Chief Financial Officer

Bloom Equity Partners; Atlanta (GA); On-site; USD 250,000 - 350,000; Full time

Benefits offered by this job

Comprehensive benefits package

Job summary

Bloom Equity Partners seeks a Chief Financial Officer to shape the financial strategy for its portfolio company and drive growth. The CFO will guide budgeting, forecasting, reporting, and risk management while reporting to the CEO and the Board.

The ideal candidate brings 15+ years in financial leadership, 3–5 years as CFO, private equity portfolio experience, M&A know-how, and a strong grasp of SaaS revenue recognition, ERP and related controls.

Qualifications

• Minimum 15+ years in progressive financial management.
• 3–5 years CFO experience preferred.
• Portfolio company experience in private equity.
• M&A experience highly desired.
• SaaS/enterprise tech revenue recognition expertise; ERP/CRM knowledge.

Responsibilities

• Shape financial strategy aligned with long-term growth.
• Oversee budgeting, forecasting, accounting, and analysis.
• Ensure regulatory compliance and financial reporting to CEO/Board.
• Lead risk management and internal controls.
• Drive M&A evaluation and execution.
• Lead and develop the finance team.

Skills

Financial leadership

CFO experience

M&A experience

Private equity backed experience

SaaS revenue recognition

Tools

ERP systems

CRM systems

Job description

The Sponsor

Bloom Equity Partners isleveragingdecades of investing and operating experience to rapidly unlock transformational growth and deliver superior returns to our investment partners and management teams.Investing exclusively in lower-middle market technology, software and business service companies, Bloom drives enduring market value by partnering closely with founders and management teams, injecting capital to unlockgrowthand providing operational resources andexpertiseto enable meaningful step-change to the business.

The Company

This search is being conducted confidentially. Additional details about the company will be shared with qualified candidates as the process progresses.

The Candidate

Weseeka passionate, committed leader with a contagious will to win who can honor this company's past while also leading it into the future.The ideal candidate will be based in the United Statesand be passionate about driving the financial success of our business.Our ideal candidate's background most likely includes:

• 15+ years of progressivefinancial managementexperience including, ideally, a minimum of 3-5 years of CFO experience
• Private Equity backed Portfolio Company Experience; Exit experience preferred
• M&A Experience
• Technicalproficiencyin SaaS / enterprise technology revenue recognition, with an understanding of ERP,CRMand other relevant billing dependencies

The Job

The Chief Financial Officer (CFO) will play a crucial role in shaping the financial strategy and driving growth initiatives forthe portfolio company. As a key member of the executive leadership team, the CFO willbe responsible foroverseeing all financial aspects of the company, contributing to decision-makingprocesses, and ensuring the organization's financial health and stability. This position reports directly to the CEOand to the Board of Directors.

Financial Strategy and Planning:

Collaborate with the executive team to develop and execute the company's overall financial strategy, aligning it with our long-term business goals and growthobjectives.

Provide financial insights and recommendations to support strategic planning, resource allocation, and investment decisions.

Financial Management and Reporting:

Oversee all financial functions, including budgeting, forecasting, accounting, and financial analysis, ensuring accuracy, compliance, and adherence to industry standards and regulatory requirements.

Generatetimelyandaccuratefinancial reports for executive management and the board,providingactionable insightsforbusiness performance improvement.

Risk Management and Compliance:

Evaluate and manage financial risks, implementing effective risk mitigation strategies to safeguard the company's financial assets and reputation.

Ensure compliance with relevant financial regulations, laws, and accounting principles.

SoftwareExpertise:

Leverage prior experience in thesoftwareindustry to assess and strengthen the company'scommercialposture, protecting sensitive financial data and intellectual property from potential threats.

Mergers and Acquisitions:

Collaborate with the executive team inidentifyingand evaluating potential mergers, acquisitions, or strategic partnerships to drive business expansion and diversification.

Team Leadership and Development:

Build and lead a high-performing finance team, fostering a collaborative and growth-oriented work environment.

Mentor and develop team members to enhance their skills and competencies.

This is a unique opportunity to join a high-performing, private equity–backed organization offering meaningful impact, competitive compensation, and a comprehensive benefits package.