Interim Chief Financial Officer

About This Role

Our client, a newly formed private equity-backed platform, is seeking an Interim Chief Financial Officer to provide hands-on financial leadership during a critical growth phase. This role involves professionalizing the finance function, leading M&A diligence/integrations, and establishing institutional-grade reporting and controls. The Interim CFO will act as a key partner to the CEO and PE sponsor, driving value creation and preparing the platform for its next phase of development.

Responsibilities

• Serve as the primary financial partner to the CEO and PE sponsor during the platform build phase
• Translate the PE investment thesis into actionable financial priorities, KPIs, and operating discipline
• Lead board-level reporting, monthly operating reviews, and investor updates
• Lead financial diligence for add-on acquisitions, including QoE review and deal modeling
• Own post-close integration across accounting, reporting, controls, and systems
• Stand up and professionalize core finance functions: accounting, FP&A, treasury, tax, and controls
• Ensure GAAP compliance, audit readiness, and lender / investor reporting standards
• Lead cash flow forecasting, liquidity management, and working capital optimization
• Partner with operations to improve unit economics, pricing strategy, and cost structure
• Prepare the business for future exit or recapitalization by improving data quality and reporting maturity

Requirements

• Proven Interim or Full-Time CFO experience in private equity–backed platform companies
• Hands-on leadership of M&A diligence and post-close integration
• Strong background in finance function build-out within high-growth or carve-out environments
• Deep expertise across GAAP accounting, FP&A, cash management, and deal finance
• Comfortable operating in ambiguous, fast-moving environments with limited infrastructure
• Trusted partner to CEOs, boards, and PE investment teams
• Execution-first mindset
• Bachelor’s degree in Finance, Accounting, or related field

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field
• Proven Interim or Full-Time CFO experience in private equity–backed platform companies, hands-on leadership of M&A diligence and post-close integration, strong background in finance function build-out within high-growth or carve-out environments, deep expertise across GAAP accounting, FP&A, cash management, and deal finance.

Nice to Have

• CPA
• MBA