VP, Strategic Finance - highly acquisitive PE backed platform

CarterPierce, INC.; Charlotte (NC); On-site; USD 180,000 - 260,000; Full time

Job summary

CarterPierce, INC. seeks a VP of Strategic Finance to partner with the CFO in building and scaling the finance organization across its three businesses in Charlotte.

This hands-on role offers exposure to the CEO, Board, and private equity sponsor, with responsibilities spanning financial reporting, forecasting, budgeting, and strategic analytics. The successful candidate will lead KPI development, financial modeling, and M&A integration, driving profitability and cash flow in a fast-growing

Qualifications

• 5–7 years of experience in FP&A, corporate finance, or investment banking.
• Strong modeling, analytics, and Excel/PowerPoint skills.
• Experience building dashboards and management reporting.
• Experience in a PE-backed or acquisitive environment is a plus.

Responsibilities

• Partner with the CFO to scale the finance organization across the company’s three businesses.
• Own monthly reporting, forecasting, budgeting, dashboards, and management reporting.
• Develop KPIs to monitor financial and operational performance across the platform.
• Build financial models and analyses for strategic initiatives and performance improvement.
• Prepare Board and private equity sponsor materials, including executive-level presentations.
• Support exit preparation, including financial reporting and diligence materials.
• Support M&A and integration activities, including KPI reporting.
• Lead or support finance systems implementations to improve reporting and data quality.
• Collaborate with leadership to identify trends, risks, and opportunities and drive improvements in revenue, margins, EBITDA, and cash flow.

Skills

Financial modeling

Forecasting

Management reporting

KPI development

Executive communication

M&A integration

Private equity exposure

Strategic thinking

Leadership

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Tools

Excel

PowerPoint

Job description

Our client is a leading provider of mission-critical services across the lifecycle of the electric grid.

It is backed by a middle-market investment firm focused on investing in the energy transition and critical infrastructure sectors.

Our client is seeking a high-caliber VP of Strategic Finance to partner closely with the CFO in building and scaling the finance organization across the platform. This is a highly visible, hands-on role with exposure to the CEO, senior operating leadership, Board of Directors, and private equity sponsor.

The VP of Strategic Finance will help establish the financial infrastructure, reporting, KPIs, systems, and processes required to support continued growth and prepare the company for a future exit. This is an excellent opportunity for an ambitious finance professional to take significant ownership within a rapidly growing, acquisitive PE-backed business.

Key Responsibilities

• Partner with the CFO to build and scale the finance organization across the company’s three businesses.
• Own and enhance monthly financial reporting, forecasting, budgeting, dashboards, and management reporting.
• Develop and implement KPIs that provide visibility into financial and operational performance across the platform.
• Build sophisticated financial models and analyses to support strategic initiatives, business decisions, and performance improvement.
• Prepare Board and private equity sponsor materials, including executive-level presentations and reporting packages.
• Support exit preparation, including financial reporting, KPI development, diligence materials, and management presentations.
• Support the company's continued M&A and acquisition integration activities, including financial reporting and KPI integration.
• Lead or support finance systems implementations and initiatives to improve reporting, automation, and data quality.
• Partner with operating leadership to identify trends, risks, and opportunities and drive initiatives that improve revenue, margins, EBITDA, and cash flow.

Candidate Profile

• 5–7 years of relevant experience in investment banking, private equity, FP&A, corporate finance, or a combination thereof.
• Exceptional financial modeling and analytical skills with strong Excel and PowerPoint capabilities.
• Experience building financial models, dashboards, management reporting, and executive presentations.
• Experience in a services-oriented business strongly preferred; utility services, infrastructure, construction, industrial, or field services experience is a plus.
• Experience in a PE-backed or highly acquisitive environment preferred.
• Strong work ethic, intellectual curiosity, and willingness to be hands-on.
• Ability to operate effectively in a fast-paced, high-growth environment with multiple priorities.
• Excellent communication skills and ability to work with senior executives and operating leaders.
• Bachelor's degree in Finance, Accounting, Economics, or related field required.
• Must be based in Charlotte, NC, with willingness to travel occasionally.

Opportunity Highlights

• Join a nearly $1 billion revenue utility services platform at a significant stage of growth.
• Work directly with the CFO and senior leadership team.
• Build and shape the finance organization and infrastructure.
• Significant exposure to PE, M&A, Board reporting, and exit preparation.
• Play a key role in integrating and scaling a platform that has completed approximately 15 acquisitions.
• Opportunity to make a meaningful impact across three businesses within a critical infrastructure sector.