Chat with us, powered by LiveChat

Immediate Career Openings Nationwide

Explore open positions tailored for professionals, leaders and executives.

Chief Financial Officer

Dallas, TX

Employment Type: Permanent Position Function: Finance/Accounting Job Number: 16839705

Job Description

The Opportunity

The Chief Financial Officer serves as a strategic advisor to the CEO and executive leadership team while leading all aspects of the company s financial strategy and operations. Beyond traditional finance leadership, this executive will help shape business strategy, improve operational performance, support future acquisitions, strengthen lender and investor relationships, and provide financial insight that enables better decision-making across the organization.

About the Company

Our client is a high-growth, private equity-backed technology solutions platform. The company provides a comprehensive suite of managed IT services and digital transformation solutions to organizations across the United States. Over the past several years, the company has expanded through strategic acquisitions, creating a scalable platform with a strong reputation for technical expertise and client partnership. Today, the organization is entering an exciting new chapter focused on operational excellence, profitable growth, and long-term value creation.

Location

The executive leadership team has a preference for candidates based near one of the company s primary operating hubs in Dallas, TX; Atlanta, GA; Central NJ; or Baton Rouge, LA. Proximity to these locations will facilitate collaboration with the executive team and key business leaders. The client remains open to exceptional candidates outside of these markets who are willing to travel regularly and maintain a strong on-site presence as business needs require. Travel:Approximately 10 15%.

What You Will Do

Strategic Leadership
  • Partner closely with the CEO and executive leadership team to execute the company s strategic vision and drive long-term value creation.
  • Lead the company s financial planning, forecasting, budgeting, and long-range planning processes.
  • Serve as a trusted advisor on capital allocation, investment decisions, and business strategy.
  • Develop financial models and scenario analyses to support strategic initiatives and executive decision-making.
  • Leverage financial data and analytics to influence business decisions and drive operational performance across the organization.
Financial Leadership
  • Provide executive oversight of all finance functions, including accounting, financial reporting, FP&A, treasury, tax, audit, and compliance.
  • Ensure timely, accurate financial reporting and maintain strong financial controls and governance.
  • Oversee cash flow management, banking relationships, debt facilities, and covenant compliance.
  • Strengthen relationships with lenders, investors, and external financial partners through proactive communication and financial stewardship.
Operational Partnership
  • Partner with Sales, Operations, Services, and other functional leaders to improve profitability, operating performance, and enterprise value.
  • Develop KPI dashboards and business analytics that drive accountability and informed decision-making.
  • Identify opportunities to improve margins, operational efficiency, and recurring revenue growth.
  • Provide financial leadership on pricing strategies, commercial decisions, and investment opportunities.
Private Equity & Growth
  • Serve as the primary financial liaison with private equity ownership and the Board.
  • Prepare executive-level reporting and presentations for investors, lenders, and other key stakeholders.
  • Lead financial due diligence, valuation analysis, and integration efforts related to acquisitions.
  • Support future financing initiatives, capital planning, and enterprise value creation.
Organizational Leadership
  • Develop and mentor a high-performing Finance organization while fostering a culture of accountability, collaboration, and continuous improvement.
  • Provide leadership to a geographically distributed finance team, ensuring strong collaboration, communication, and performance across both onshore and offshore resources.
  • Provide executive oversight of Finance, Procurement, and Legal functions.
  • Continue building scalable financial processes, systems, and infrastructure capable of supporting future growth.
  • Champion cross-functional collaboration and ensure Finance is viewed as a strategic business partner across the organization.

Candidate Profile

The successful candidate combines strategic finance leadership with an operational mindset and enjoys partnering across the organization.
We are particularly interested in executives who demonstrate:
  • Strong FP&A and operational finance leadership experience.
  • Executive presence with the ability to influence business decisions.
  • Experience supporting executive leadership teams and Boards.
  • Proven ability to translate financial information into strategic business insight.
  • Experience with mergers, acquisitions, and post-acquisition integration.
  • Demonstrated success building relationships with lenders, financial institutions, investors, and other external stakeholders.

Preferred Experience

  • Experience within a private equity-backed organization.
  • Technology services, managed services, distribution, or related industry experience.
  • Experience leading geographically dispersed and/or offshore teams.

Education & Qualifications

  • Bachelor s degree in Accounting, Finance, Business Administration, or related discipline required.
  • MBA or advanced business degree preferred.
  • Demonstrated success leading finance within a growth-oriented organization.

Why Join the Team?

This is far more than a traditional CFO role. It is an opportunity to partner directly with an experienced CEO and private equity ownership group to help shape the future of a growing technology platform. For an executive who enjoys operational leadership, strategic finance, acquisitions, and building enterprise value, this represents an exceptional opportunity to make a lasting impact.

About Naviga Recruiting & Executive Search

Naviga Recruiting & Executive Search is a leading provider of Executive Search, Leadership, Individual Contributor, and Contingent Workforce Solutions, empowering businesses to achieve their strategic objectives through expert talent acquisition. Our specialties include sales, marketing, finance/accounting and operations hiring. With a commitment to excellence and a deep understanding of market trends, Naviga Recruiting & Executive Search helps organizations build high-performing teams and navigate complex workforce challenges. Naviga Recruiting & Executive Search specializes in U.S. Hiring for Global Businesses.

Meet Your Recruiter

Amber Wishart
Director of Talent Acquisition

With over 12 years of dedicated experience in executive search and talent acquisition, Amber Wishart brings a wealth of expertise across diverse industries including Capital Equipment, Industrial, Financial Services, Consumer Packaged Goods, Information Technology, and Marketing. At Naviga Recruiting & Executive Search, Amber leads a team of Senior Recruiters while managing a portfolio of core clients, specializing in placing Vice President to C-suite executives across Finance, Accounting, Sales, Operations, and Marketing functions throughout North America.

Before joining Naviga, Amber honed her leadership and operational skills in a family-owned construction business, gaining invaluable insight into how strategic vision and hands-on leadership drive organizational success. This unique perspective shapes her approach to executive search, where she combines a proprietary talent pool and a comprehensive 5-step vetting process to deliver candidates who not only meet skill requirements but also align culturally and strategically with her clients’ long-term goals.

One of Amber’s standout accomplishments includes leading a confidential search for a Chief Marketing Officer at a global fintech company. This complex assignment required a strategic, discreet approach to attract top-tier passive candidates and successfully establish the company’s U.S. leadership presence.

Amber is passionate about maintaining a candidate-centric hiring experience in today’s competitive market, advising clients on the importance of presenting compelling, authentic opportunities to attract top talent. She embraces continuous learning by engaging deeply with candidates and clients alike, enabling her to provide strategic guidance that goes beyond traditional recruitment.

Known internally as the “Non-Ghosting Recruiter,” Amber prides herself on transparent, respectful communication and building strong, lasting relationships with both clients and candidates. Outside of work, she is actively involved in her local church and animal rescue efforts, and serves as Vice President of Membership for her local Toastmasters club, where she enjoys helping others grow their communication skills.

Amber also dedicates time to supporting U.S. Special Operations Forces transitioning to civilian careers, offering personalized guidance that leverages their leadership strengths in new professional opportunities.

Driven by authenticity, hard work, and a passion for meaningful connections, Amber embodies Naviga’s culture of high performance paired with genuine care, making her a trusted advisor and valued leader within the firm.

Apply Online

Send an email reminder to:

Share This Job:

Related Jobs:

Login to save this search and get notified of similar positions.

About Dallas, TX

Unlock your potential in the vibrant job market of the Dallas-Fort Worth metroplex! This bustling region in the great state of Texas boasts a perfect blend of southern charm and big-city opportunities. Dive into a dynamic career scene with access to renowned landmarks like the Dallas Arboretum and Botanical Garden, exquisite cuisine from Tex-Mex to BBQ, and cultural hotspots such as the Dallas Museum of Art and the AT&T Performing Arts Center. Cheer for the Dallas Cowboys at the AT&T Stadium or enjoy the outdoors at White Rock Lake. Discover why Dallas is the ultimate destination for growth, opportunity, and a fulfilling career journey. Explore our job listings today and embark on a new chapter in this captivating city!