Job
Description
Key Responsibilities
1. Strategic Financial Leadership & Portfolio Management:Act as a strategic partner to the CEO and executive team, providing critical financial insights and recommendations for both the holding company and its portfolio entities.Oversee and direct all financial operations, including accounting, finance, forecasting, strategic planning, and compliance for the entire portfolio.Develop and implement robust financial systems, controls, and processes that can scale across a diverse group of companies.Establish and monitor key performance indicators (KPIs) for each portfolio company to drive performance and identify areas for improvement.2. Mergers & Acquisitions (M&A):Lead the financial due diligence process for all potential acquisitions, conducting comprehensive analyses of financial statements, models, and operational data.Develop sophisticated financial models for valuation, synergy analysis, and deal structuring.Play a key role in structuring M&A deals, including purchase price allocation, financing, and negotiation of financial terms in purchase agreements.Oversee the post-acquisition financial integration process to ensure a smooth transition and the realization of expected synergies.3. Private Lending & Investment Analysis:Lead financial due diligence for potential private lending and credit investment opportunities.Assess the creditworthiness, financial health, and risk profile of potential borrowers.Structure and model debt instruments and provide recommendations to the investment committee.4. Investor Relations:Serve as a primary point of contact for investors, lenders, and other financial stakeholders.Develop and maintain strong relationships with the investment community.Prepare and present financial information, performance updates, and strategic plans to investors and the board.Manage all investor communications and reporting, ensuring transparency and building confidence.5. Financial Planning, Reporting & Compliance:Direct the preparation of all financial statements, including income statements, balance sheets, shareholder reports, and tax returns, ensuring compliance with GAAP and other regulatory requirements.Lead the annual budgeting and long-term financial planning process across all entities.Provide timely and accurate analysis of budgets, financial trends, and forecasts to the executive team and board.Ensure all entities are in compliance with local, state, and federal financial regulations and reporting requirements.6. Team Leadership & Development:Build, mentor, and lead a high-performing finance and accounting team capable of supporting a complex, multi-entity organization.Foster a culture of accountability, collaboration, and continuous improvement within the finance function.Qualifications & ExperienceEducation: Bachelors degree in finance, Accounting, or Economics is required. MBA and/or professional certifications such as CA are highly preferred. Additional CPA degree is good to have.Experience: 15+ years of progressive financial leadership experience, with at least 5 years in a senior management role (CFO, VP of Finance, or Director of Finance).Multi-Entity Management: Proven experience managing the finance and accounting functions for a holding company, private equity firm, or a corporation with multiple subsidiaries is essential.M&A and Due Diligence: Extensive, hands-on experience in leading financial due diligence, structuring M&A transactions, and post-merger integration is a must.Investor Relations: Demonstrable experience in managing investor relations and communicating with financial stakeholders.Lending Experience: Experience in financial analysis for private credit, lending, or debt investments is highly desirable.Technical Skills: Strong knowledge of GAAP, financial modeling, and ERP systems. Expertise in building and managing complex financial reporting structures.Desired AttributesA strategic thinker with a strong operational and "roll-up-your-sleeves" mentality.Exceptional analytical, problem-solving, and decision-making skills.Outstanding communication and interpersonal skills, with the ability to present complex financial information clearly to a variety of audiences.High level of integrity, dependability, and a strong sense of urgency.Proven ability to thrive in a fast-paced, entrepreneurial, and deal-driven environment
