Chief Financial Officer

Industry: Software Reseller & Systems Integrator

Location: Liberty SC

Reports To: Chief Executive Officer (CEO)

Company Size: $40M Revenue

Ownership: Majority Private Equity Minority Founder Small Employee Equity Pool

Key Relationships: Board of Directors Board Chairman PE Sponsors CEO COO CSO CMO CHRO External Auditors Debt Partners.

The CFO will serve as a strategic thought partner to the CEO and Board responsible for overseeing all financial operations ensuring ASC 606-compliant reporting managing external debt obligations supporting aggressive M&A activities and driving both organic and inorganic growth. The ideal candidate will bring deep experience in PE-backed businesses software and services revenue recognition and acquisition integration.

Key Responsibilities

1. Financial Strategy & Leadership

Develop and execute the companys financial strategy to support 10% organic growth and multi-acquisition inorganic growth annually.

Partner with PE sponsors and the CEO to align on strategic financial planning including long-range modeling and capital structure optimization.

Build develop and lead a high-performing finance and accounting team.

2. Financial Reporting & Compliance

Oversee preparation of timely accurate financial statements and board reporting packages in accordance with ASC 606 and GAAP.

Lead annual audits tax planning and external compliance reporting ensuring no surprises for PE stakeholders or lenders.

Implement and maintain internal controls compliance processes and best-in-class financial practices suitable for a scaling PE-backed company.

3. Mergers & Acquisitions

Partner with corporate development and legal teams to evaluate structure diligence and integrate multiple acquisitions per year.

Lead financial modeling valuation analysis and synergy realization tracking for all M&A transactions.

Establish scalable post-merger integration playbooks across systems finance functions and reporting.

4. Treasury & Capital Structure

Manage relationships with the PE and companys debt providers ensuring covenant compliance liquidity forecasting and proactive communication.

Work with PE firm to optimize capital allocation strategy including recapitalizations dividend policies and debt refinancing as applicable.

5. Budgeting Forecasting & Analysis

Drive an annual budgeting process aligned with board expectations and strategic initiatives.

Deliver rolling forecasts and KPIs for financial and operational performance including dashboards tailored to executive and board-level audiences.

Support sales marketing and services teams with unit economics margin optimization and resource allocation analytics.

6. Equity Management

Manage employee equity option plans cap table integrity and investor reporting requirements.

Coordinate closely with outside legal and PE teams on financing rounds stock issuances and ownership structure.

Qualifications

10 years of progressive financial leadership including prior CFO or VP experience at a PE-backed technology or services business.

Expertise in ASC 606 revenue recognition for software resellers SaaS and professional services.

M&A experience: Led financial due diligence modeling and integration for multiple acquisitions per year.

Strong background in debt management and lender relations particularly with sponsor-sourced capital structures.

Proven ability to build scalable infrastructure and processes in high-growth environments.

Prior experience presenting to Boards managing investor relations and navigating complex ownership structures.

Experience with Netsuite a plus.

CPA and/or MBA preferred.

Success Metrics

Timely audit-ready ASC 606 reporting with zero material weaknesses.

Successful execution of 2 acquisitions annually with clean integrations and ROI tracking.

10% year-over-year organic revenue growth supported by efficient cost structures.

No covenant breaches or credit facility issues with existing lenders.

High satisfaction from PE sponsors on transparency financial insight and capital discipline.

Other

Travel as needed <10%

Work from Liberty SC Headquarters as needed.

Ideally candidate is local to Liberty SC. Remote Position considered for the right person. Remote position would require travel to headquarters one-time per month.

The person in the role will lead a team of three employees.