Head of Finance

WHAT THEY OFFER YOU

• Opportunity to serve as the senior finance leader and direct business partner to the owner
• Significant autonomy to design and lead the company's finance and operating infrastructure
• Broad visibility across financial performance, cash flow, contracts, tax, operations, and strategic planning
• Ability to help shape a lean, technology-enabled business
• Direct involvement in preparing the organization for continued growth
• Opportunity to introduce AI, automation, and modern systems into the finance and back-office environment

LOCATION

• Charlotte, North Carolina - Local candidates are strongly preferred
• Candidates across the East Coast will be considered

WHY THIS ROLE IS IMPORTANT

• Serve as the senior finance leader for the business, reporting directly to the owner
• Own cash flow management, liquidity planning, and 13-week cash forecasting
• Maintain accurate financial reporting while ensuring the business remains focused on cash generation and cash-on-cash returns
• Lead budgeting, forecasting, tax coordination, financial controls, and transaction readiness
• Support a project-based professional services model with large engagements, complex revenue timing, and limited transaction volume
• Review engagement letters, proposals, NDAs, contracts, and other business documents with a financial, operational, and commercial perspective
• Partner with external advisors, including accounting, tax, and legal resources
• Build a scalable, efficient finance function supported by virtual resources, outside partners, automation, and modern technology
• Provide white-glove support to consultants and field leaders who are responsible for generating revenue and delivering client outcomes
• Help implement and optimize systems across accounting, payroll, reporting, and business operations
• Support the owner in evaluating strategic investments, profitability, growth initiatives, and future transaction opportunities

THE BACKGROUND THAT FITS

• Senior finance leadership experience within professional services, consulting, or another project-based business
• Strong understanding of cash flow management, liquidity forecasting, and 13-week cash modeling
• Prior experience supporting an acquisition, sale, recapitalization, or other business transaction
• Comfortable operating as a hands-on finance leader within a lean organization
• Experience overseeing accounting, reporting, tax, contracts, and basic business operations
• Ability to move between strategic decision-making and detailed execution
• Strong commercial judgment with the ability to review engagement terms, proposals, and contracts
• Entrepreneurial mindset and comfort working directly with an owner
• Technology-forward orientation with a strong interest in AI, automation, and process improvement
• Service mentality and ability to support senior consultants and field teams with urgency and professionalism
• Experience in large corporate, manufacturing, or highly specialized accounting environments without project-based services exposure is less likely to translate
• CPA, MBA, or other relevant advanced credential is preferred