In-seat CFO, Office of the CFO

EBM Software; Scottsdale (AZ); On-site; USD 180,000 - 240,000; Full time

Job summary

Blue Ops Partners, part of Xerxes Global, seeks an experienced in-seat CFO to lead client finance and accounting functions across portfolio companies. You will shape financial strategy, ensure accurate reporting, strong controls, and partner with client executives to enable growth and value creation.

Responsibilities include budgeting, forecasting, audits, cash management, and developing scalable processes.

Qualifications

• Big 4 or public accounting experience strongly preferred.
• 15+ years of progressive finance and accounting experience.
• Bachelor’s degree in accounting or finance; CPA strongly preferred.
• Hands-on leadership of finance and accounting functions.
• Strong cash flow management and internal controls.
• Advanced Excel and ERP systems familiarity.
• Experience in private equity or multi-entity environments valued.

Responsibilities

• Lead clients’ finance and accounting functions, aligning strategy with value creation initiatives.
• Oversee accounting operations, including general ledger management, close processes, reconciliations, and financial statement prep.
• Ensure the accuracy and integrity of the balance sheet, income statement, and cash flow reporting.
• Maintain and enhance internal controls, accounting policies, and standardized procedures.
• Oversee cash management, treasury, working capital, and cash flow forecasting.
• Coordinate annual audits with external auditors, tax advisors, and banking partners.
• Drive process improvements that increase efficiency and accuracy, and reduce close cycles.
• Lead budgeting, forecasting, long-term financial planning, and variance analysis.
• Provide strategic financial insights to improve business performance and guide growth.
• Mentor and develop finance and accounting teams.
• Partner with private equity sponsors and portfolio leadership.

Skills

GAAP expertise

Strategic finance

Executive communication

Process improvement

Travel 25-40%

Financial modeling

ERP systems

Private equity experience

Education

Bachelor's degree in accounting or finance

CPA preferred

Tools

ERP systems

Excel

Job description

ABOUT US

Blue Ops Partners specializes in M&A and Office of the CFO value creation, including strategic FP&A advisory, operational finance, accounting and business analytics, partnering with private equity owned portfolio companies to deliver lasting impact. Since 2010, we have combined deep operational expertise with cutting-edge technology and AI-driven analytics to deliver superior outcomes for our clients.

WHO WORKS AT BLUE OPS

This is a consulting role for an experienced leader who thrives in fast-paced, client-facing environments and can drive financial discipline, reporting accuracy, and develop scalable processes across portfolio companies. Blue Ops specializes in Office of the CFO value creation, including strategic FP&A advisory, operational finance, accounting and business analytics, partnering with private equity owned portfolio companies to deliver lasting impact.

THE ROLE

In this role you’ll be primarily an in-seat CFO and key financial leader, working directly with our clients and their senior leadership to enhance financial processes, provide critical analysis, and support business growth.

Serve in senior leadership level interim roles for client base

As the CFO, you will lead the client’s finance and accounting functions, shaping financial strategy while ensuring accurate reporting, strong internal controls and operational effectiveness. You will partner directly with client executive leadership to guide strategic planning, capital allocation and cash flow management, providing insights and financial leadership that drive value creation, informed decision-making and sustainable long-term growth.

KEY RESPONSIBILITIES

• Lead clients’ finance and accounting functions, aligning financial strategy with business priorities and value creation initiatives.
• Oversee accounting operations, including general ledger management, month-end and year-end close, reconciliations, and financial statement preparation.
• Ensure the accuracy and integrity of the balance sheet, income statement, and cash flow reporting.
• Maintain and enhance internal controls, accounting policies, and standardized procedures.
• Oversee cash management, treasury, working capital, and cash flow forecasting, guiding capital allocation and investment decisions.
• Oversee annual audits and coordinate with external auditors, tax advisors, and banking partners, including lender reporting and covenant compliance.
• Drive process improvements that increase efficiency, strengthen financial accuracy, and reduce close cycles.
• Lead budgeting, forecasting, long-term financial planning, and variance analysis in partnership with executive leadership and operations.
• Provide strategic financial insights and recommendations to improve business performance, manage risk, and support growth.
• Mentor and develop finance and accounting teams, building a culture of accountability, accuracy, and continuous improvement.
• Serve as a key financial partner to private equity sponsors and portfolio company leadership, communicating performance, priorities, and progress against value creation plans.

QUALIFICATIONS

Blue Ops is a hands-on, growth-minded organization built on collaboration and accountability. We move quickly, dive deep, and partner closely with our clients to deliver lasting impact. Important competencies to effectively perform this role include:

• A technically strong and seasoned finance leader with deep GAAP knowledge and sound strategic and commercial judgment.
• Skilled at leading financial strategy and improving finance and accounting operations in dynamic environments.
• A clear, confident communicator who can advise executive leadership and partner effectively with internal teams, external partners, and private equity sponsors.
• Process-oriented, with a focus on accuracy, accountability, and continuous improvement.
• Comfortable balancing strategic leadership with hands-on execution, leading teams, and owning key deliverables under tight timelines.
• Ability and flexibility to travel on-site to clients as appropriate. Travel is estimated at 25–40%, depending on client needs.

WHAT YOUR RESUME SHOWS

• Big 4 or public accounting experience strongly preferred, complemented by senior finance leadership experience. Corporate finance and accounting leadership backgrounds also considered.
• 15+ years of progressive finance and accounting experience across public accounting, consulting, or industry roles, including significant leadership responsibility.
• Bachelor’s degree in accounting or finance; CPA strongly preferred.
• Hands-on experience leading finance and accounting functions, overseeing financial statements, and driving budgeting, forecasting, and strategic planning.
• Strong understanding of cash flow management, capital allocation, internal controls, audits, and financial reporting requirements.
• Advanced Excel and financial modeling skills, with familiarity with modern ERP systems.
• Experience in private equity, multi-entity environments, or high-growth companies is highly valued

THE PACKAGE

In addition to a competitive base salary and an attractive bonus opportunity, we offer a comprehensive benefits package.

THE OPPORTUNITY

Blue Ops is part of Xerxes Global, holding firm comprised of the following businesses:

Blue Ops

specializes in strategic M&A advisory and business growth in private equity, investment banking, portfolio companies and more.

EBM Software

delivers performance software solutions that drive growth for private equity funds, investment banks and middle market to large corporations.

The Association of Retail and Consumer Professionals (ARC)

is the parent organization of the Category Management Association (CMA) and the Shopper Insights Management Association (SIMA).

BLUE OPS services and solutionsare based on the principle that “Great Results come from Disciplined Action.” We further believe that disciplined action can only come from strategies, tactics and execution developed through a deep understanding of each organization’s unique set of customers, products, processes and competitive positioning. Therefore, our engagements utilize a blend of proprietary business intelligence tools, change management techniques and executive insight to build the visibility, accountability, and coordination necessary to produce great results.

BLUE OPS, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.