Description
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.
Requirements
Key Responsibilities
1. Financial Strategy & Leadership
· Develop and execute the company’s 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 company’s 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.
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