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Head of Finance

United StatesRemoteFull-timeexecutive

Finance & AccountingFinance Manager

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Quick Summary

Key Responsibilities

Lead company-wide financial reporting, forecasting, budgeting, and financial planning. Manage monthly, quarterly, and annual closing processes, ensuring accuracy and audit-quality standards.

Requirements Summary

10+ years of progressive experience in finance and accounting. Previous audit experience is required. CPA certification strongly preferred.

Technical Tools

Finance & AccountingFinance Manager

The Head of Finance will lead the development and scaling of the finance and accounting function within a rapidly growing, private equity-backed professional services platform. This strategic leadership role combines hands-on financial management with high-level business partnership. You will oversee financial reporting, planning, budgeting, and internal controls while supporting M&A activities and post-merger integration. Working closely with executive leadership and investors, you will drive financial transparency, operational efficiency, and long-term value creation. You will also help modernize financial systems, strengthen reporting capabilities, and establish scalable processes to support continued expansion. This is an opportunity to shape a growing platform and contribute to its development from an early stage of scale through a successful exit.

As Head of Finance, you will own the company's financial operations while serving as a strategic partner to executive leadership and investors. Your responsibilities will include:

Lead company-wide financial reporting, forecasting, budgeting, and financial planning.

Manage monthly, quarterly, and annual closing processes, ensuring accuracy and audit-quality standards.

Establish and strengthen internal controls, financial policies, and procedures suited to a private equity-backed environment.

Prepare board-level financial packages, performance KPIs, and investor reporting.

Oversee the financial aspects of post-merger integration, including systems consolidation, reporting alignment, and process standardization.

Support M&A activities through financial due diligence, purchase accounting, and integration planning.

Lead or support ERP implementation and optimization to enable scalable financial reporting and operations.

Manage external audits and maintain relationships with auditors and financial advisors.

Oversee the contract lifecycle for client and vendor agreements, including drafting, reviewing, redlining, and negotiating MSAs, SOWs, NDAs, and renewals.

Coordinate with external legal counsel on material contractual terms and maintain a centralized contract repository.

Partner with executive leadership on strategic planning, capital allocation, and operational decision-making.

Develop reporting templates and dashboards that improve visibility into profitability, utilization, and cash flow.

Coordinate with investment partners on performance reporting, value creation initiatives, and other strategic projects supporting platform growth.

Requirements

~1 min read

The ideal candidate combines strong technical accounting expertise with strategic financial leadership and the ability to build scalable processes in a dynamic environment. The following qualifications are expected:

10+ years of progressive experience in finance and accounting.

Previous audit experience is required.

CPA certification strongly preferred.

Experience working in a private equity-backed environment strongly preferred.

Professional services industry experience strongly preferred.

Hands-on experience with ERP implementation and financial systems transformation.

Demonstrated experience supporting M&A transactions and post-close integration.

Previous responsibility for board-level or investor reporting.

Experience managing or overseeing legal functions preferred.

Strong communication, analytical, and stakeholder management skills.

Sound judgment and the flexibility to navigate a fast-paced, evolving, and sometimes ambiguous environment.

Willingness and ability to travel occasionally.

What We Offer

~1 min read

Opportunity to build and lead the finance function of a rapidly expanding professional services platform.

Direct collaboration with executive leadership and private equity investors.

Exposure to strategic initiatives, including M&A, post-merger integration, and long-term value creation.

Opportunity to influence financial strategy, operational excellence, and business transformation.

Collaborative environment built around trusted expertise, transparency, candor, and empathy.

Commitment to diversity, inclusion, and equal employment opportunities.

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

#LI-CL1

✓Opportunity to build and lead the finance function of a rapidly expanding professional services platform.

✓Direct collaboration with executive leadership and private equity investors.

✓Exposure to strategic initiatives, including M&A, post-merger integration, and long-term value creation.

✓Opportunity to influence financial strategy, operational excellence, and business transformation.

✓Collaborative environment built around trusted expertise, transparency, candor, and empathy.

✓Commitment to diversity, inclusion, and equal employment opportunities.