Chief Financial Officer

SellSide Group; United States; Remote; USD 230,000 - 330,000; Full time

Benefits offered by this job

Remote work

Travel up to 20%

Job summary

Sellside Group, a growing, operator-led M&A advisory firm, seeks its first Chief Financial Officer to own and build the financial function in the United States. You will lead financial workstreams across sell-side mandates, interfacing with clients and deal teams throughout all phases.

You will develop models and CIM content, standardize templates, and manage a finance team from day one. This role blends strategic leadership with hands-on analysis and client collaboration.

Qualifications

• 10+ years in Private Equity, Investment Banking, or Quality of Earnings.
• Experience building finance departments for growth-stage advisory firms.
• Strong client-facing and leadership experience.
• Proficient in EBITDA normalization and financial modeling.

Responsibilities

• Own the financial workstream across all active sell-side engagements.
• Develop financial models and data rooms for CIMs and due diligence.
• Lead the finance team and implement standardized templates.
• Collaborate with CEO/COO and deal teams.
• Interface with clients and buyers to present financial insights.

Skills

Financial modeling

EBITDA normalization

Due diligence

Data room construction

Excel

PowerPoint

Communication skills

Tools

Excel

PowerPoint

Google Sheets

Google Slides

Job description

Build the Financial Function of a Growing M&A Firm

Sellside Group is seeking an experienced financial leader to serve as the firm's first Chief Financial Officer. This is a unique opportunity for a transaction-seasoned finance professional to own the financial function of a growing, operator-led M&A advisory firm – building the department, setting the standard, and playing a pivotal role in the successful execution of every client engagement.

What You Will Be Doing

The CFO owns the financial workstream across all active sell-side mandates, interfacing directly with clients and internal deal teams throughout all three phases of an engagement:

Preparing for Market: Build and organize the financial data room; develop financial models and supporting packages; ensure clean defensible financials from our clients that will pass a quality of earnings, contribute financial content to the Confidential Information Memorandum (CIM).

On Market : Maintain and update financial models as new periods are received; support prospective buyer calls as the lead financial voice alongside the deal team.

Due Diligence: Support business owners’ financial responses and deliverables throughout the formal due diligence process to drive an efficient and successful close.

Build & Lead the Financial Department (Secondary)

Assume leadership of an existing team member from day one and grow the department in collaboration with the CEO and COO based on mandate volume and budget.

Establish standardized financial templates, quality control processes, and client intake procedures used consistently across all engagements and verticals.

Serve as SSG's financial standard-bearer — ensuring every deliverable meets the firm's quality standard regardless of deal team or mandate size.

Internal Financial Operations (As-needed)

Partner with senior leadership to support SSG's internal financial operations as the firm scales, with scope expanding as the department m

Buy-Side Support (As-needed)

As a value-add capability, review and analyze seller financials on behalf of SSG's buy-side clients, providing independent perspective to support valuation and acquisition decisions.

Qualifications

Experience

10+ years in Private Equity, Investment Banking, or Quality of Earnings.

Broad exposure across industries and business models.

Prior leadership or management experience strongly preferred.

Transaction & Technical Skills

Hands-on experience with data room construction, financial due diligence, and model development.

Deep understanding of EBITDA normalization, cash and accrual accounting, WIP, and percentage of completion.

Proficient in Excel, PowerPoint, Google Sheets, and Google Slides.

Ability to translate complex financial data into clear, decision-ready insight.

Exceptional written and verbal communication skills.

Confident in client-facing settings with business owners, buyers, and PE firms.

Collaborative with internal teams; authoritative when the moment calls for it.

Location

Must be based in the United States.

Full-time, 100% remote with occasional client travel (not to exceed 20%).