Duration: 6-12 months (with potential extension or conversion)

Compensation: Competitive interim rate (weekly or monthly retainer) + performance-based incentive (deal/milestone driven)

Role Overview

Our client is a newly formed private equity-backed platform company entering a critical execution phase driven by add-on acquisitions, operational build-out, and rapid scale. The organization is seeking an Interim Chief Financial Officer (CFO) to step in immediately and provide hands-on financial leadership during this high-impact stage of the investment lifecycle.

This Interim CFO will act as the financial architect and execution leader-stabilizing and professionalizing the finance function, leading acquisition diligence and integrations, and establishing institutional-grade reporting, controls, and operating cadence. The role is highly collaborative, working closely with the CEO, PE sponsor, and operating partners.

This is an execution-oriented assignment designed to create value quickly, de-risk growth, and prepare the platform for its next phase-whether that is continued M&A velocity, refinancing, or a transition to a permanent CFO.

Key Responsibilities

Strategic Finance & Sponsor Partnership

• Serve as the primary financial partner to the CEO and PE sponsor during the platform build phase
• Translate the PE investment thesis into actionable financial priorities, KPIs, and operating discipline
• Lead board-level reporting, monthly operating reviews, and investor updates
• Provide clear financial narratives around performance, risks, and value-creation initiatives

M&A Execution & Integration

• Lead financial diligence for add-on acquisitions, including QoE review, working capital analysis, and deal modeling
• Support valuation, purchase agreement structures, and post-close financial considerations
• Own post-close integration across accounting, reporting, controls, and systems
• Establish a repeatable M&A and integration playbook to support ongoing acquisition cadence
• Drive synergy realization, cost optimization, and margin expansion initiatives
• Stand up and professionalize core finance functions: accounting, FP&A, treasury, tax, and controls
• Implement or optimize ERP, reporting tools, and dashboards as needed
• Establish disciplined monthly close, forecasting, and budgeting processes
• Ensure GAAP compliance, audit readiness, and lender/investor reporting standards
• Assess current team capabilities and make recommendations for permanent hires or outsourced support

Cash Flow, Liquidity & Performance Management

• Lead cash flow forecasting, liquidity management, and working capital optimization
• Monitor debt covenants and lender reporting requirements
• Build KPI dashboards tied to operational and financial performance
• Partner with operations to improve unit economics, pricing strategy, and cost structure
• Support leadership with data-driven decision-making across the platform

Exit & Transition Readiness

• Prepare the business for future exit or recapitalization by improving data quality, reporting maturity, and transparency
• Support sell-side readiness activities, including financial normalization and data room preparation
• Coordinate with external advisors (audit, tax, QoE, banking) as needed
• Create a clean handoff plan and documentation for a future permanent CFO

Ideal Interim CFO Profile

• Proven Interim or Full-Time CFO experience in private equity-backed platform companies
• Hands-on leadership of M&A diligence and post-close integration
• Strong background in finance function build-out within high-growth or carve-out environments
• Deep expertise across GAAP accounting, FP&A, cash management, and deal finance
• Comfortable operating in ambiguous, fast-moving environments with limited infrastructure
• Trusted partner to CEOs, boards, and PE investment teams
• Execution-first mindset with the ability to move seamlessly between strategy and tactical delivery

Education & Credentials

• Bachelor's degree in Finance, Accounting, or related field required
• CPA and/or MBA strongly preferred

Why This Interim Role

• Immediate impact role during a critical platform-build phase
• High visibility with the PE sponsor and executive leadership
• Opportunity to shape the financial foundation of a growing portfolio company
• Defined mandate focused on execution, value creation, and risk mitigation
• Potential path to extended engagement or permanent CFO placement