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BGS Consulting is seeking an Interim CFO to stabilize and modernize the finance function for a period of 3-6 months. The role involves leading key objectives such as financial integration, reporting, and governance, with a focus on operational excellence in a high-impact environment.
Direct message the job poster from BGS Consulting
Must be on-site in the Chicago area, 4x per week
The assignment
Reporting to the CEO (and partnering with the PE-firm, the majority investor), the Interim CFO (3–6 months, full-time) will stabilize and modernize the finance function while the company evaluates its long-term leadership needs. M&A activity is off the table; the mandate is integration, discipline, and forward-looking insight.
Key objectives & responsibilities
Integration & Systems
Banking & Treasury
FP&A & Reporting
Governance & Leadership
• Consolidate four business units currently running Sage Intacct or QuickBooks; design a single chart of accounts and shared close calendar.
• Oversee data migration and interface work with the in-flight field-service/CRM tech stack.
• Own all lender relationships; renegotiate revolver and cap-ex facilities, ensuring covenant compliance and optimal liquidity.
• Build 13-week cash-flow model and daily cash visibility dashboard.
• Lead annual budget refresh and roll out zero-based forecasting by line of business.
• Deliver weekly flash, monthly management pack, and board KPIs (sales leads, close-rate, margin/crew, service backlog).
• Upgrade internal controls, inventory & job-cost accounting, and WIP recognition policies.
• Coach accounting team; assess talent gaps and outsource/insource options.
• Act as finance voice on pricing, vendor negotiations, and digital-marketing ROI.
Success metrics (first 120 days)
Candidate profile
Why this role is compelling
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