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.
The ideal executive is equally comfortable discussing strategy in the boardroom, partnering with operational leaders, evaluating acquisitions, and rolling up their sleeves to solve business challenges.
About the Company
Our client is a technology solutions platform backed by a leading private equity firm ranked #1 on the HEC-Dow Jones Small-Cap Private Equity Performance Ranking for the fourth consecutive year. The company provides managed IT services, cloud infrastructure, cybersecurity, networking, 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. With the support of an experienced private equity sponsor and an accomplished executive leadership team, the company is well-positioned to continue expanding its market presence while delivering innovative technology solutions that help clients operate more securely, efficiently, and effectively.
Location
The executive leadership team has a preference for candidates based near one of the company s primary operating hubs, including Dallas, Atlanta, or Baton Rouge. 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.
