Our client, a private equity-backed business services roll-up, is seeking an Interim Chief Financial Officer. This 3-6-month engagement requires stabilizing operations, integrating recent acquisitions, and being a steady pair of hands during a time of transition.
Position Summary
- Duration: 3-6 months
- Backing: Private Equity
- Core Focus: Financial stabilization, post-merger integration, and tech stack/systems modernization
Key Responsibilities
- Evaluate the current finance tech stack, ERP, and reporting tools across all acquired entities.
- Design and execute a streamlined roadmap to consolidate disparate accounting systems into a single, scalable ERP.
- Automate data flows between operational platforms, billing systems, and the general ledger.
- Integration & Operations
- Standardize financial reporting, KPI dashboards, and accounting workflows for newly acquired businesses.
- Provide a steady, calm presence to guide the finance team through change management and operational transitions.
- Optimize cash flow visibility, working capital, and treasury management across the consolidated group.
- Stakeholder & Board Management
- Partner closely with the private equity sponsor, CEO, and operational leaders.
- Deliver accurate, timely monthly financial packages and variance analyses.
- Prepare the financial infrastructure for a future permanent CFO handoff.
Ideal Qualifications
- Experience: Previous success as a seated CFO or Interim CFO in PE-backed business services organization.
- Domain Knowledge: Deep expertise in multi-unit or roll-up business services models.
- Technical Skills: Hands-on experience leading data migrations, and financial systems integration and tech stack evaluation.
- Leadership: Strong communication skills with a steady, pragmatic approach to organizational change.
Interim Chief Financial Officer in pa at Unknown Company
This position is listed as full time and onsite.