Head of Finance

Summary

One of our PE backed portfolio company is seeking a strategic and hands-on Head of Finance to lead all financial operations and support the company’s ambitious growth trajectory. The Head of Finance will be a key member of the executive leadership team, responsible for shaping and executing financial strategies, scaling operations, and enhancing value creation in a data-rich, digital services environment.

Key Responsibilities:

•Lead all financial functions including budgeting, forecasting, reporting, accounting, and cash management across a fast-paced, marketing services organization.

•Serve as a strategic advisor to the CEO and executive leadership, supporting growth initiatives, pricing strategy, margin optimization, and operational excellence.

•Oversee financial planning & analysis (FP&A) and drive key performance indicators (KPIs) to guide business decisions and ensure financial alignment with organizational goals.

•Strengthen and scale financial systems, internal controls, and reporting frameworks to support both organic growth and potential M&A opportunities.

•Partner with stakeholders to evaluate and integrate acquisitions, including financial due diligence, modeling, and post-acquisition integration.

•Develop board and investor reporting, ensuring transparency and strategic insight in all communications.

•Optimize capital structure, maintain banking relationships, and manage covenant compliance, refinancing, and capital initiatives.

•Build and mentor a high-performing finance team with a strong culture of accountability, analytics, and process improvement.

•Collaborate cross-functionally with Marketing, Enrollment, and Technology leaders to drive customer acquisition and retention through financially sound strategies.

•Foster a culture of financial discipline and innovation while aligning with the company’s mission of empowering student success.

Qualifications & Experience:

•15+ years of progressive financial leadership experience, ideally with exposure to marketing, digital services, SaaS, or education sectors. Previous CFO/Head of Finance experience in a private equity-backed organization is highly preferred.

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

•Demonstrated ability to drive financial strategy and translate analytics into action in a growth-oriented, data-driven business.

•Comfortable rolling up sleeves and working closely with cross-functional teams to improve operational performance and profitability.

•Proven track record of evaluating, executing, and integrating acquisitions in a fast-paced environment.

•Deep understanding of GAAP, financial reporting, audit, tax, and compliance. Experience with ERP, CRM, and financial planning tools is essential.

•Strong team-building and mentoring skills with the ability to foster a high-performance culture that supports the mission and values of EDDY.

•Excellent written and verbal communication skills, with an ability to influence at all levels, including board and investor communications.