Chief Financial Officer (CFO) - Mid-Market Company

Overview

Responsibilities

• Direct all financial planning and analysis activities to support data-driven decision-making across the company.
• Manage the accounting, treasury, tax, and internal audit functions to ensure compliance with regulatory standards.
• Lead the preparation of monthly, quarterly, and annual financial statements for internal and external stakeholders.
• Develop and monitor the annual corporate budget while identifying opportunities for cost reduction and revenue growth.
• Oversee capital structure by managing banking relationships, lines of credit, and private equity interactions.
• Evaluate potential mergers, acquisitions, or divestitures to determine financial viability and strategic alignment.
• Present financial results and strategic projections to the Board of Directors and executive leadership team.

Qualifications

• A Bachelor degree in accounting, finance, or a related business field is mandatory for this executive position.
• Extensive experience in senior-level financial management, typically spanning fifteen or more years, is required.
• Deep knowledge of Generally Accepted Accounting Principles (GAAP) or International Financial Reporting Standards (IFRS) is essential.
• Proven experience in managing complex budgets and leading multi-disciplinary financial teams is necessary.
• Strong competency in financial modeling, risk assessment, and strategic forecasting is required.
• A track record of successfully managing relationships with external auditors, banks, and investors is expected.

Nice to have

• A Master of Business Administration (MBA) from a reputable institution provides a significant competitive advantage.
• A Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) designation is highly preferred.
• Experience overseeing a successful initial public offering (IPO) or a major exit event is beneficial.
• Proficiency in implementing and optimizing enterprise resource planning (ERP) systems is highly valued.

Work environment

• The work is primarily performed in a professional office setting with frequent hybrid arrangements.
• Hours often exceed the standard forty-hour work week, particularly during fiscal year-end or audit cycles.
• The role involves regular interaction with the executive suite, board members, and external financial partners.
• Occasional travel is required for site visits, investor meetings, or industry conferences.
• Primary tools include advanced financial software, enterprise resource planning suites, and data visualization platforms.

Benefits & growth

• Compensation typically includes a high base salary supplemented by significant annual performance bonuses.
• Equity participation or long-term incentive plans are standard components of the total rewards package.
• Career progression often leads to the role of Chief Operating Officer or Chief Executive Officer.
• Professional development is maintained through executive networking groups and specialized financial leadership seminars.
• Mid-market CFOs often transition into board-level advisory roles or private equity operating partnerships.