Chief Financial Officer

Finatal; Houston (TX); On-site; USD 240,000 - 360,000; Full time

Job summary

Finatal is partnering 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 stand up the financial infrastructure, systems, and team required to scale the business, with onsite presence in Houston 3+ days per week.

The role emphasizes capital allocation, growth planning, and value creation, including leading the acquisition lifecycle and modernizing ERP and reporting to support rapid scale and board-level communications.

Qualifications

• 15+ years of senior finance and accounting leadership with a strong controllership foundation (CPA preferred).
• Current CFO or ready-to-step-up candidate.
• PE-backed company experience, ideally in an acquisitive platform.
• Demonstrated M&A experience from sourcing through close and integration.
• Builder who has stood up finance functions in fast-scaling multi-location services.
• Comfortable with leveraged capital structures and banking relationships.
• Willing to be onsite in Houston 3+ days/week.

Responsibilities

• Partner with CEO and PE sponsor on capital allocation, growth planning, and value creation.
• Lead the full acquisition lifecycle from sourcing to integration.
• Create a repeatable approach for folding acquired businesses into the platform.
• Modernize financial systems and controls, including rolling out a new ERP platform.
• Build reporting with 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.
• Drive pricing and margin improvements across lines of business.
• Oversee core accounting operations including close, tax, and audit with GAAP compliance.

Skills

Senior finance leadership

M&A experience

PE-backed experience

Investor relations

GAAP compliance

Build finance function

Banking relationships

On-site availability

Education

CPA preferred

Tools

ERP systems

Financial reporting tools

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.