Greybull Stewardship
Chief Financial Officer
Greybull Stewardship is conducting a confidential search for a Chief Financial Officer for one of its portfolio companies, a growing services business with a large hourly workforce. The company has a clear operating plan and an active program of small acquisitions.
Founded in 2010, Greybull is a US-based private investment firm dedicated to helping smaller, established businesses scale toward their full potential. The team is comprised of multi-disciplinary operators providing a suite of tailored resources and strategic guidance extending beyond just capital. Greybull is known for its successful engagement with the “pre-middle market”, making majority investments in profitable companies with under $5,000,000 in EBITDA. To date, the firm manages approximately $500M in assets, partnering with a diverse collection of companies in the software, education, franchise, and specialty manufacturing spaces; and invests out of three funds.
As a private equity-backed company, sustained profitability is a priority. In the years ahead, growth will result from operating efficiency, better use of AI and data across the business, continued acquisitions, and a stronger approach to managing and retaining hourly talent.
Reporting to the CEO, the Chief Financial Officer (CFO) is a member of the executive leadership team. The CFO oversees three functions, each with an established leader in place: accounting, human resources and recruiting, and acquisitions. This is a strategic role, not a controller role. The CFO works closely with the CEO on planning, cost management, and deal strategy, and is expected to use AI tools to cover much of the FP&A work that would traditionally require additional staff. This CFO opportunity is fully remote.
CFO Job Duties and Responsibilities:
- Partner with the CEO to develop and execute on business strategies that improve profitability and maximize the company’s enterprise value.
- Lead the three department heads (accounting, human resources and recruiting, and acquisitions), setting clear goals for each function while giving those leaders room to run their areas.
- Own financial planning and analysis, using AI tools such as Claude and automation to deliver forecasting, budgeting, and scenario modeling without adding headcount.
- Build and oversee labor cost planning and reporting for a large hourly workforce, including wage rates, scheduling efficiency, and overtime.
- Partner with HR leadership on hourly workforce strategy, including hiring, retention, pay structure, and employment compliance.
- Design and implement a performance bonus structure tied to clear operating metrics.
- Oversee the month-end close, financial controls, and reporting through a strong, established accounting manager.
- Identify and drive cost reductions and operating efficiencies alongside the operations leadership team.
- Alongside the CEO, guide acquisition strategy and oversee diligence and integration, supporting the acquisitions lead on deal execution.
- Manage cash, treasury, banking relationships, and insurance.
- Prepare for and present at board meetings, and help manage the relationship with private equity investors and lenders.
- Be an active participant on and contributor to the company’s executive team.
- Ensure compliance with local, state, and federal financial, tax, and employment reporting requirements.
CFO Qualifications:
- Minimum 8-10 years of experience in financial management leadership, with increasing responsibilities, including time as a CFO or senior finance leader in a business with a large hourly workforce, such as multi-unit restaurants, hospitality, retail, or services.
- Track record of driving profitability and cost discipline.
- Experience working with private equity and private equity-backed companies.
- Experience managing through M&A, including small and mid-sized acquisitions and post-close integration.
- Experience overseeing HR alongside finance, or working closely with HR on workforce planning and compensation.
- Experience leading other leaders, with excellent management and organizational skills.
- Hands-on fluency with AI tools and automation in finance and reporting work, and proficiency with present-day accounting systems.
- Strong financial analytical capabilities, with decisions and recommendations supported by data.
- Excellent written and verbal communication skills. Direct and collaborative in nature.
- Degree in Business Administration, Accounting, or Finance.
Application and Nomination: Review of applications will begin immediately and will continue until the position is filled. To apply for this position, please visit our website at www.greybullstewardship.com. Applicants needing reasonable accommodations to participate in the applications process should contact Jennifer N. Hiatt directly at jennifer@greybullstewardship.com.
