Key Responsibilities

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.

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.

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.

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.

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.

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 & Experience:

Education:

- Bachelor's 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 Attributes:

- A 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