Chief Financial Officer

Location: US-based (flexible)
Sponsor: Leading private equity firm

Overview

We are working with a private equity-backed, mission-critical software and services platform. The business is a scaled, high-growth platform with strong recurring revenue and a clear value creation plan.

The company is seeking a Chief Financial Officer to partner closely with the CEO and sponsor to drive the next phase of growth.

The Role

The CFO will lead all aspects of finance, including financial strategy, reporting, capital structure, and operational performance, while supporting M&A and preparing the business for a future liquidity event.

This is a high-impact leadership role in a PE-backed environment, requiring both strategic oversight and hands-on execution.

Key Responsibilities

Strategic & Commercial Leadership

• Partner with CEO and Board on strategy, growth initiatives, and value creation planning

• Drive data-led decision making across pricing, customer economics, and investment priorities

• Support M&A strategy, including sourcing, diligence, and integration

Financial Leadership

• Own FP&A, forecasting, and long-range planning

• Deliver high-quality board, investor, and lender reporting

• Lead financial analysis of ARR, retention, margins, and unit economics

Operational Excellence

• Build and scale a best-in-class finance organisation

• Drive process improvement, automation, and systems optimisation

• Improve visibility into performance metrics and operational KPIs

Governance & Controls

• Ensure strong financial controls, audit readiness, and compliance

• Manage capital structure, debt relationships, and cash flow

• Lead year-end audit and tax processes

Candidate Profile

Experience

• Proven CFO in a private equity-backed software, SaaS, or tech-enabled services business

• Track record of scaling finance functions in growth environments

• Experience supporting M&A and/or successful exit processes

• Strong understanding of SaaS metrics (ARR, NRR, churn, LTV/CAC)

Skills

• Strategic thinker with strong commercial and operational acumen

• Hands-on leader with ability to operate in a fast-paced, evolving environment

• Strong communicator, comfortable engaging with board, investors, and lenders

• High degree of ownership, accountability, and execution focus