Chief Financial Officer

Finatal; Houston (TX); On-site; USD 250,000 - 400,000; Full time

Job summary

Finatal partners with a leading private equity fund to appoint a new CFO for a multi-site services platform across the Southern U.S. The CFO will build the financial infrastructure, systems, and team to scale the business.

The role emphasizes capital allocation, growth planning, and value creation with extensive M&A activity and accountability to investors and Boards. Onsite in Houston 3+ days/week is expected.

Qualifications

• 15+ years in senior finance leadership with a strong controllership foundation (CPA preferred).
• Current CFO or ready-to-step-up candidate.
• PE-backed company experience with multiple transactions, capable of communicating with investors and Boards.
• Builder who has stood up finance function in a fast-scaling, multi-location services business.
• Experience with leveraged capital structure and bank relationships.

Responsibilities

• Partner with the CEO and PE sponsor on capital allocation, growth planning, and value creation initiatives.
• Lead the full acquisition lifecycle, from sourcing and assessing targets through closing and integrating new businesses into the platform.
• Create a repeatable approach for folding acquired businesses into reporting and operations.
• Modernize financial systems and controls to support scale, including rolling out a new ERP platform.
• Build reporting that gives leadership clear visibility into performance by branch and market.
• Own banking relationships and debt compliance as the business scales.
• Recruit and lead a lean finance team.
• Manage external counsel on legal and contractual matters.
• Partner with operating leaders to drive pricing and margin improvement.
• Oversee core accounting operations, including close, tax, and audit, with GAAP compliance throughout.

Skills

Senior finance leadership

CFO readiness

M&A experience

GAAP controls

PE exposure

ERP rollout

Stakeholder comms

Leveraged structure

Onsite Houston

Education

CPA preferred

Job description

Finatal is partnering with a leading private equity fund to appoint a new CFO to a new portfolio company, a multi-site services platform across the Southern U.S.

The business has a strong growth strategy – through both organic and M&A – targeting 3x growth over the next 3-5 years. The CFO will stand up the financial infrastructure, systems, and team required to scale the business.

Key Responsibilities

• Partner with the CEO and PE sponsor on capital allocation, growth planning, and value creation initiatives.
• Lead the full acquisition lifecycle, from sourcing and assessing targets through closing and integrating new businesses into the platform.
• Create a consistent, repeatable approach for folding newly acquired businesses into the platform's operations and reporting.
• Modernize financial systems and controls to support scale, including rolling out a new ERP platform.
• Build reporting that gives leadership clear visibility into performance by branch and market.
• Own banking relationships and debt compliance as the business scales.
• Recruit and lead a lean finance team scaled to the business.
• Manage external counsel on legal and contractual matters.
• Partner with operating leaders across both lines of business to drive pricing and margin improvement.
• Oversee core accounting operations, including close, tax, and audit, ensuring GAAP compliance throughout.

Qualifications

• Extensive senior finance and accounting leadership experience (15+ years), with a strong controllership foundation (CPA preferred).
• Current CFO or a strong, "ready" step-up candidate.
• Private equity-backed company experience, ideally within an actively acquisitive platform. Comfortable communicating with and presenting to investors and Boards.
• Demonstrated M&A experience, having led multiple transactions from sourcing through close and integration.
• A demonstrated builder who has stood up finance functions and teams from scratch in a fast-scaling, multi-location services business.
• Business services, professional services, consumer/home services, or field/route-based services experience preferred. Comfortable with both white-collar and blue-collar stakeholders.
• Comfortable managing bank relationships and operating within a leveraged capital structure.
• Experience implementing new financial systems and building out reporting/analytics capabilities.
• Entrepreneurial and hands-on, comfortable building within a lean team.
• Willing to be onsite in Houston 3+ days/week.