Job Description

Position Overview

Our client is seeking an experienced Chief Financial Officer (CFO) to provide financial leadership, structure, and decision support to ownership.

The CFO will serve as a trusted thought partner to ownership, bringing clarity to financial performance, identifying risks and opportunities, and helping prioritize initiatives that drive profitability, cash flow, and long-term growth. This is a hands-on leadership role suited for a pragmatic operator who can both set strategy and ensure execution.

Key Responsibilities

Financial Leadership & Strategy

• Act as the senior financial advisor to ownership and executive leadership

• Translate financial data into clear, actionable insights to support decision-making

• Develop financial frameworks to evaluate growth initiatives, capital investments, and operational improvements

• Identify financial risks, constraints, and opportunities across the organization

Financial Reporting & Visibility

• Ensure timely, accurate monthly financial statements and meaningful management reporting

• Improve visibility into unit-level performance, margins, and cost drivers

• Establish clear KPIs, dashboards, and forecasting processes

• Drive accountability through consistent reporting and performance review

Accounting, Controls & Compliance

• Oversee all accounting functions, including close, financial reporting, and policy

• Ensure GAAP compliance and strong internal controls

• Lead audit readiness and coordination with external auditors and tax advisors

• Improve documentation, consistency, and scalability of financial processes

Cash Flow, Liquidity & Capital

• Manage cash flow, liquidity planning, and working capital

• Support banking relationships, financing needs, and covenant compliance

• Evaluate capital allocation decisions, including new locations, remodels, and systems investments

Operational & Cross-Functional Partnership

• Partner closely with operations, HR, payroll, and IT to ensure financial alignment

• Improve integration between financial systems and operational data

• Help clarify decision rights and reduce financial bottlenecks involving ownership

Team Leadership & Development

• Lead, mentor, and develop the finance and accounting team

• Clarify roles, responsibilities, and escalation paths within the function

• Build a finance organization that balances accuracy, efficiency, and forward-looking insight

Qualifications

Required

• Bachelor’s degree in Accounting, Finance, or related field

• 10+ years of progressive finance and accounting leadership experience

• Experience serving as a senior financial leader (CFO, VP Finance, or Controller with strategic scope)

• Strong understanding of GAAP, financial reporting, and internal controls

• Proven ability to operate in complex, multi-entity environments

• Experience partnering directly with owners or senior executives

Preferred

• Experience in multi-unit, retail, restaurant, hospitality, or operational businesses

• CPA, CMA, or MBA strongly preferred

• Track record of improving financial visibility, close timelines, and decision support

• Experience in owner-led or private equity-backed organizations

What This Role Offers

• Direct partnership with ownership and influence over business direction

• Opportunity to build structure, clarity, and financial discipline

• Meaningful impact on profitability, cash flow, and scalability

• A leadership role with both strategic and hands-on scope

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