Growth Focused PE Backed B2B Products Company
Chief Financial Officer (San Jose)
Growth Focused PE Backed B2B Products Company, San Jose, California, United States, 95199
Harvest CFO Executive Search has been retained to provide a highly skilled Chief Financial Officer (CFO) for a private equity (PE) backed, market leading growth-focused B2B niche products company. This company delivers end-to-end solutions across manufacturing, distribution and logistics to meet the needs for its customers across diversified industries including recognized global brands. Headquartered in Silicon Valley, CA, this company has a strategic plan of continued, rapid growth through targeted M&A and organic market expansion.
This CFO role is a key executive leadership position tasked with leading a financial management function to enable continued, profitable growth and partnering with the CEO, management and the PE sponsor to achieve the strategic plan. The CFO needs to be operations focused and is tasked to partner with the CEO and management to assess financial performance across all revenue streams and implement initiatives toward improving profitability, cash flow and liquidity. The CFO will play key leadership roles as to improving ERP and IT systems and processes and M&A activities including due diligence, integration and realizing synergies, and in an eventual successful sale process.
Desired Competencies Direct industry experience in B2B product companies encompassing manufacturing, distribution and logistics. Products combined with services a plus. Successful experience: as a financial leader who is both hands-on and scalable in a commercial operations environment with revenues of at least $50MM with proven ability to manage growth and change; as a strategic business partner with the CEO, management team, and Board to achieve targeted results and strategic plan; leading finance for a private equity portfolio company, or similar experience; as a data-driven leader, driving performance through strong analytical/FP&A/KPI bias and building/managing a high performing FP&A function; implementing/managing initiatives to optimize profitability, cash flow and working capital; managing internal treasury functions including banking relationships, working capital forecasting and liquidity planning; as an operations-focused business partner effectively teaming across all organizational functions; introducing/improving pricing methodologies and revenue models to positively impact margins and revenue streams; strategically driving, negotiating and managing procurement processes; in a leadership role as to evaluation, improvements, upgrades and implementations of ERP and IT systems; in a leadership role as to acquisition due diligence and post-acquisition integration, including monitoring progress towards targeted synergies and cost savings; managing lender relationships and requirements contained within credit agreements including covenant reporting; building a value-add finance and accounting function to support the business and achieve strategic goals; leading finance through a successful company sale transaction. Reports directly to the companys CEO and board. Reporting to the CFO: Accounting and finance teams. CPA license and/or MBA are preferred but not required.
This role provides a competitive compensation and benefit package, including equity participation.
Harvest CFO Executive Search
www.harvestcfo.com
is the premier executive search partner for the CFO role for private equity portfolio companies.
This CFO role is a key executive leadership position tasked with leading a financial management function to enable continued, profitable growth and partnering with the CEO, management and the PE sponsor to achieve the strategic plan. The CFO needs to be operations focused and is tasked to partner with the CEO and management to assess financial performance across all revenue streams and implement initiatives toward improving profitability, cash flow and liquidity. The CFO will play key leadership roles as to improving ERP and IT systems and processes and M&A activities including due diligence, integration and realizing synergies, and in an eventual successful sale process.
Desired Competencies Direct industry experience in B2B product companies encompassing manufacturing, distribution and logistics. Products combined with services a plus. Successful experience: as a financial leader who is both hands-on and scalable in a commercial operations environment with revenues of at least $50MM with proven ability to manage growth and change; as a strategic business partner with the CEO, management team, and Board to achieve targeted results and strategic plan; leading finance for a private equity portfolio company, or similar experience; as a data-driven leader, driving performance through strong analytical/FP&A/KPI bias and building/managing a high performing FP&A function; implementing/managing initiatives to optimize profitability, cash flow and working capital; managing internal treasury functions including banking relationships, working capital forecasting and liquidity planning; as an operations-focused business partner effectively teaming across all organizational functions; introducing/improving pricing methodologies and revenue models to positively impact margins and revenue streams; strategically driving, negotiating and managing procurement processes; in a leadership role as to evaluation, improvements, upgrades and implementations of ERP and IT systems; in a leadership role as to acquisition due diligence and post-acquisition integration, including monitoring progress towards targeted synergies and cost savings; managing lender relationships and requirements contained within credit agreements including covenant reporting; building a value-add finance and accounting function to support the business and achieve strategic goals; leading finance through a successful company sale transaction. Reports directly to the companys CEO and board. Reporting to the CFO: Accounting and finance teams. CPA license and/or MBA are preferred but not required.
This role provides a competitive compensation and benefit package, including equity participation.
Harvest CFO Executive Search
www.harvestcfo.com
is the premier executive search partner for the CFO role for private equity portfolio companies.