Chief Financial Officer

PM Human Capital Solutions, LLC; New York (NY); On-site; USD 250,000 - 400,000; Full time

Job summary

Confidential Professional Services Platform in New York seeks a hands-on Chief Financial Officer to partner with executive leadership and investors in driving growth, integration, and value creation across multiple entities and practice groups.

You will lead financial strategy, oversee budgeting, consolidation, and reporting, and manage acquisition diligence, integration, and capital allocation in a fast-paced, PE-backed environment.

Qualifications

• Bachelor's degree in Accounting or Finance required
• 10+ years of progressive leadership experience in finance and accounting

Responsibilities

• Lead financial strategy in alignment with PE sponsors and executive leadership
• Drive budgeting, forecasting, and performance visibility across a multi-entity platform
• Oversee all accounting and finance functions, ensuring accuracy, speed, and scalability
• Partner on acquisition strategy, including financial diligence, integration, and post-close performance tracking
• Build and standardize reporting across locations and practice groups to create consistency and transparency
• Establish and enforce KPIs tied to revenue growth, utilization, margins, and cash flow
• Lead integration of acquired businesses, including systems, processes, and reporting structures
• Enhance internal controls and financial infrastructure to support a high-growth environment
• Serve as a key voice in strategic decision-making, capital allocation, and operational improvement

Skills

Strategic financial leadership

Roll-up & integration

Multi-entity consolidation

Advanced Excel

Education

Bachelor's degree in Accounting or Finance

Tools

ERP systems

Job description

Confidential Professional Services Platform

Overview

A private equity-backed, multi-location professional services platform is seeking a Chief Financial Officer to partner with executive leadership and investors in driving growth, integration, and value creation.

This role requires a hands-on, execution-oriented leader who has operated within a roll-up environment and understands the pace, complexity, and accountability that comes with scaling through acquisition. The CFO will lead financial strategy while building the infrastructure necessary to support continued expansion across multiple entities and practice groups.

Key Responsibilities

• Lead financial strategy in alignment with private equity sponsors and executive leadership
• Drive budgeting, forecasting, and performance visibility across a multi-entity platform
• Oversee all accounting and finance functions, ensuring accuracy, speed, and scalability
• Partner on acquisition strategy, including financial diligence, integration, and post-close performance tracking
• Build and standardize reporting across locations and practice groups to create consistency and transparency
• Establish and enforce KPIs tied to revenue growth, utilization, margins, and cash flow
• Lead integration of acquired businesses, including systems, processes, and reporting structures
• Enhance internal controls and financial infrastructure to support a high-growth environment
• Serve as a key voice in strategic decision-making, capital allocation, and operational improvement

Qualifications

• Bachelor’s degree in Accounting or Finance required
• 10 plus years of progressive leadership experience in finance and accounting

Critical Experience Requirements

• Prior experience as a senior finance leader within a private equity-backed environment is a must.
• Demonstrated success operating within a roll-up strategy, including acquisition integration and multi-entity consolidation mandatory requirement.
• Proven track record in organizations with 200 million plus in revenue and complex reporting environments

Technical and Leadership Capabilities

• Deep expertise in financial reporting, consolidations, and month-end close across multiple entities
• Experience building scalable finance infrastructure in a high-growth or acquisitive environment
• Strong command of KPIs tied to utilization, revenue per professional, and margin optimization
• Proven ability to lead and upgrade teams in a performance-driven culture
• Advanced Excel and accounting systems proficiency
• Highly analytical with a bias toward action and execution