Job description
Position Summary
We are seeking a strategic and hands-on Head of Accounting and Finance to lead the financial operations of a fast-growing, private equity-backed B2B services company. This individual will be a key member of the leadership team, responsible for driving financial performance, ensuring operational excellence in accounting and reporting, and supporting value creation in alignment with the company’s growth strategy and private equity sponsor’s expectations.
Key Responsibilities
Strategic Leadership
Serve as a strategic financial advisor to the CEO and executive team, supporting business decision-making with accurate and timely financial insights.
Partner with private equity stakeholders to deliver on financial performance metrics, reporting, and value creation initiatives.
Help shape long-term financial strategy, including capital structure, M&A activity, and performance optimization.
Accounting & Financial Operations
Oversee all aspects of the accounting function, including general ledger, AR/AP, payroll, fixed assets, and tax compliance.
Ensure timely and accurate preparation of monthly, quarterly, and annual financial statements in accordance with GAAP.
Manage the external audit process and maintain strong internal controls and compliance standards.
Financial Planning & Analysis
Lead budgeting, forecasting, and long-range planning processes; deliver meaningful financial analysis and KPIs to drive decision-making.
Monitor performance against budget and identify opportunities for operational efficiency, margin improvement, and cost control.
Cash & Treasury Management
Manage cash flow forecasting, banking relationships, and working capital strategy.
Support capital allocation decisions and ensure proper financial risk management.
M&A & Integration
Support due diligence, financial modeling, and post-close integration for add-on acquisitions and strategic initiatives.
Work closely with deal teams and external advisors on acquisition-related finance matters.
Qualifications
Bachelor’s degree in Accounting, Finance, or related field (CPA or MBA preferred)
10+ years of progressive experience in accounting and finance, with at least 3+ years in a leadership role
Previous experience in a private equity-backed environment strongly preferred
Proven track record in scaling finance functions in a high-growth, multi-entity B2B services or recurring revenue business
Deep knowledge of U.S. GAAP, audit processes, and financial compliance
Exceptional leadership, communication, and stakeholder management skills
High proficiency in financial systems (e.g., NetSuite, QuickBooks Enterprise, Adaptive Insights, etc.) and Excel modeling
Ideal Candidate Will Be:
Operationally minded with strong attention to detail, but able to think and act strategically
Comfortable in a dynamic, fast-paced, and highly entrepreneurial environment
Results-oriented, analytical, and highly collaborative
Able to effectively engage with investors, auditors, lenders, and board members
