Chief Financial Officer

• Working at Centri is not just a job, it is a career path. We promote on talent, not tenure, allowing our team to take ownership of their growth & career trajectory

As Centri continues its rapid expansion—including through targeted acquisitions—the CFO will play a key role in driving financial strategy, supporting M&A execution, and building a scalable infrastructure for sustained growth. A key member of the executive team, the Chief Financial Officer (CFO), reporting to the CEO, will serve as a strategic business partner and be responsible for oversight of the Finance function within the Firm. The CFO will have primary day-to-day responsibility for planning, implementing, managing and controlling all financial activities of the Firm including accounting, budgeting, financial reporting and treasury. 

• →Build, develop and lead a strong Finance department. Ensure the efficient day-to-day operation of the accounting and finance functions through direct supervision and overall goal setting for the department.
• →Serve as key business partner and contributor to growth strategies, business development programs and long-range planning, ensuring that current revenue-generating strategies create Firm value. Prepare special analyses/evaluations in support of major business decisions.
• →Ensure that standardized financial management policies and procedures are in place and followed; evaluate internal controls and maintain a system of controls over accounting transactions.
• →Partner with the CEO, executive team and Head of Corporate Development to evaluate and pursue strategic acquisition opportunities that align with Centri’s long-term growth goals including financial due diligence, integration planning, post-close integration and advising on capital strategy and financing alternatives.
• →Collaboratively develop operating policies and procedures and improvement programs for the achievement of business objectives.
• →Build and maintain primary banking relationships. Coordinate the reconciliation of all cash accounts, provide investment oversight, including cash management.
• →Direct the Firm’s annual budget process. Oversee the short-and long-term financial health of the Firm. Provide financial guidance to management on budgetary controls, costs, pricing, cost estimating or other special assignments.
• →Provide strategic fiscal planning to offer a basis for future decision-making in the Firm, including future expansion.
• →Present financial, legal and other operational items to executive management and the Firm Advisory Board.
• →Work closely with the CHRO to review employee benefit plans and annual renewal analysis.
• →Oversee the Firm’s agreements, contracts and engagement letters with respect to legal requirements, proposed modifications and risk identification partnering with outside counsel as appropriate.
• →Coordinate filing of income and all other tax returns and ensure proper maintenance of accounting records and documentation in compliance with statutory requirements and policies. Oversee the preparation of annual K-1 tax worksheets/schedules. Coordinate with external auditors and Human Resources for annual benefit plan audits.
• →Partner with the CEO and executive team to evaluate growth strategies, including finance structures, M&A opportunities, and other capital financing alternatives.

• BS in Accounting, Finance or Business expected. 
• CPA certification or MBA degree is required.
• Minimum of 20 years of progressive accounting and finance experience, with at least 10 years of experience at the executive level.
• At least 10 years of experience in the professional services industry.
• M&A and Capital Financing experience preferred.
• Experience with NetSuite or comparable ERP platform valued.
• Experience overseeing a multiple office environment preferred.
• Advanced Excel skills and proficiency in Word and PowerPoint.
• Strong appreciation for procedure, process and operational excellence.
• Excellent presentation skills; strong executive presence and public speaking ability.
• Strong network of external professional contacts.
• Ability to write accurately and succinctly