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Chief Financial Officer

Roles & Responsibilities

  • Bachelor’s degree in Finance, Accounting, or related field; MBA or CPA preferred
  • 10+ years of senior financial leadership experience, including CFO experience in a private equity–backed environment
  • Proven expertise in private equity transactions, debt structuring, and capital markets
  • Experience with M&A, operational improvement initiatives, and value creation strategies; strong leadership, communication, and executive presence

Requirements:

  • Strategic Financial Leadership: partner with the CEO and President to define and execute strategic and financial objectives; lead financial planning, scenario modeling, and value creation initiatives; provide insights on capital allocation, debt management, and operational improvements
  • Private Equity and Debt Management: manage relationships with PE owners, lenders, and other financial stakeholders; lead debt financing initiatives, refinancing, and covenant management; oversee equity and debt transactions including capital raises and recapitalizations
  • Financial Operations, Controls, and Compliance: ensure the integrity of financial reporting, compliance, and governance; build internal controls and risk management frameworks; oversee audits, tax compliance, regulatory reporting; implement scalable systems and manage cash flow and liquidity
  • M&A Evaluation and Financial Reporting: participate in M&A evaluation, due diligence, and post-acquisition integration; direct preparation of financial statements, forecasts, budgets, and budget-to-actual analyses

Job description

We are seeking a strategic and results-driven Chief Financial Officer (CFO) with deep experience in private equity, debt financing, and corporate finance. The CFO will serve as a key member of the executive leadership team and a trusted partner to the CEO and President, providing financial leadership to drive growth, optimize capital structure, and support value creation initiatives.

The ideal candidate has a track record of managing complex financial operations in a PE-backed environment, debt structuring, M&A execution, and investor relations.

Key Responsibilities:

Strategic Financial Leadership

  • Partner with the CEO and President to define and execute strategic and financial objectives

  • Lead financial planning, scenario modeling, and value creation initiatives to support growth and investment strategies

  • Provide insights and recommendations on capital allocation, debt management, and operational improvements

  • Participate in M&A evaluation, due diligence, and post-acquisition integration

  • Direct the preparation of financial statements including balance sheets, income statements, forecasts, and budget-to-actual comparisons

Private Equity & Debt Management

  • Manage relationships with private equity owners, lenders, and other financial stakeholders

  • Lead debt financing initiatives, refinancing, and covenant management

  • Ensure timely and accurate reporting

  • Oversee equity and debt transactions, including capital raises and recapitalizations

Financial Operations & Controls

  • Ensure the integrity of financial reporting, compliance, and governance

  • Build and maintain strong internal controls and risk management frameworks

  • Oversee internal controls, lead audit processes and functions, tax compliance, adherence to regulations and regulatory reporting

  • Implement scalable systems, processes, and financial infrastructure to support growth

  • Manage cash flow, liquidity risks, and banking relationships

Team Leadership

  • Develop, mentor, and lead a high-performing finance team

  • Drive operational efficiency through process improvements, automation, and best practices

  • Foster a culture of accountability, collaboration, and financial rigor

Required Qualifications

  • Bachelor’s degree in Finance, Accounting, or related field; MBA or CPA preferred

  • Ten plus years of senior financial leadership, including CFO experience in a PE-backed environment

  • Proven expertise in private equity transactions, debt structuring, and capital markets

  • Experience with M&A, operational improvement initiatives, and value creation strategies

  • Strong leadership, communication, and executive presence

Core Competencies

  • Strategic thinker with a focus on value creation and growth

  • Deep understanding of financial structuring, debt, and equity financing

  • Strong analytical, problem-solving, and decision-making skills

  • Ability to operate effectively with private equity partners, lenders, and executive leadership

  • High integrity, credibility, and ethical standards

Compensation and Benefits

  • Competitive salary

  • Health, dental, and vision coverage - 70% employer funded

  • Paid time off and holidays - up to 21 days in your first year

  • 401(k) plan with 100% employer match

Move Concierge Core Values

  • Be Humble

  • Transparent Communication

  • Embrace and Drive Change

  • Build a Positive Culture

  • Mind-Blowing Experience

  • Own It

Belonging at Move Concierge

Move Concierge is very proud to be a very diverse company and we continue to push new initiatives forward that promote inclusivity. People seeking employment at Move Concierge are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status or sexual orientation. Our people are our culture and our culture is our people. We don’t take creating and maintaining a great culture lightly, it is the base for all we do at Move Concierge.

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