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CFO
2024-10-03
2025-01-10
Employment Type:
Direct
Category: General Accounting
Job Number: 18645
Work Model: #LI-Onsite
Internal Reference: #LI-JM1
Job Description
Our private equity backed client is a growing lower middle market software company based in the Dallas metropolitan area, and they seek a CFO to join their executive management team. The company installs proprietary software with hardware they have developed to help major organizations more efficiently and effectively operate and manage their assets and facilities. They are converting to a cloud based Software as a Service (SaaS) model, and their client list includes many of the Fortune 500 as well as numerous federal, state, and local governmental entities. They are growing at an incredible rate and have additional domestic offices as well as several international locations.
They seek a leader who will own the Accounting and Finance functions of the company and help manage the organization’s growth. In addition, they seek someone with Lower Middle Market/ Middle Market company experience to act as the financial fiduciary for the organization and work closely with the PE sponsor and C-Suite as they engage in a capital raise. The client wants someone with a strong business acumen to lead the process of supporting the company’s operations with meaningful data analytics. We work closely with the PE sponsor, and they have a great reputation and track record for success. The PE sponsor is very excited about this company’s potential!
Key Attributes:
They seek a leader who will own the Accounting and Finance functions of the company and help manage the organization’s growth. In addition, they seek someone with Lower Middle Market/ Middle Market company experience to act as the financial fiduciary for the organization and work closely with the PE sponsor and C-Suite as they engage in a capital raise. The client wants someone with a strong business acumen to lead the process of supporting the company’s operations with meaningful data analytics. We work closely with the PE sponsor, and they have a great reputation and track record for success. The PE sponsor is very excited about this company’s potential!
Key Attributes:
- Must have accounting and finance technical proficiency with a strong attention to detail.
- Must have a strong business acumen.
- Must have excellent communication skills and a superior ability to lead and grow teams and develop relationships.
- Must have a fiduciary mindset.
- Must have strong project management skills.
- Prefer a CPA.
- Preference for Big 4 Assurance followed by industry accounting and finance leadership experience.
- Requires SaaS industry experience and knowledge.
- Requires strong SaaS technical accounting knowledge including revenue recognition.
- Must have a strong process/procedures/internal controls aptitude.
- Must be "hands-on" in the details.
- Manage a Finance and Accounting team of five.
- Oversee all general accounting, financial accounting, and financial reporting activities.
- Responsible for all PE, Management, and Board Reporting.
- Oversee the Treasury and Cash Management function, including management of liquidity and cash forecasting.
- Oversee the annual Budget as well as all monthly Financial Analysis and Planning activities.
- Act as a liaison for the outsourced Tax function (planning and compliance).
- Responsible for all accounting systems, processes, and controls.
- Oversee the annual audit.
- Work closely with the Executive and Operations leaders to support their efforts to organically grow the organization in an efficient and effective manner.
- Work to develop a business analysis and operations support function beyond traditional financial analytics.
- Support any and all potential acquisitions and capital raise activities.
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