Head of Finance
Key details
- Location
- United States
- Work style
- Remote
- Level
- Lead / Staff+
- Job type
- Full-time
- Experience
- 10–13 yrs
- Function
- Finance & Accounting
- Focus area
- other
- Posted
- 8h ago
Skills
About the role
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Head of Finance based in the United States.
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.
Accountabilities
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Lead company-wide financial reporting, forecasting, budgeting, and financial planning.
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Manage monthly, quarterly, and annual closing processes, ensuring accuracy and audit-quality standards.
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Establish and strengthen internal controls, financial policies, and procedures suited to a private equity-backed environment.
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Prepare board-level financial packages, performance KPIs, and investor reporting.
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Oversee the financial aspects of post-merger integration, including systems consolidation, reporting alignment, and process standardization.
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Support M&A activities through financial due diligence, purchase accounting, and integration planning.
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Lead or support ERP implementation and optimization to enable scalable financial reporting and operations.
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Manage external audits and maintain relationships with auditors and financial advisors.
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Oversee the contract lifecycle for client and vendor agreements, including drafting, reviewing, redlining, and negotiating MSAs, SOWs, NDAs, and renewals.
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Coordinate with external legal counsel on material contractual terms and maintain a centralized contract repository.
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Partner with executive leadership on strategic planning, capital allocation, and operational decision-making.
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Develop reporting templates and dashboards that improve visibility into profitability, utilization, and cash flow.
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Coordinate with investment partners on performance reporting, value creation initiatives, and other strategic projects supporting platform growth.
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10+ years of progressive experience in finance and accounting.
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Previous audit experience is required.
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CPA certification strongly preferred.
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Experience working in a private equity-backed environment strongly preferred.
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Professional services industry experience strongly preferred.
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Hands-on experience with ERP implementation and financial systems transformation.
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Demonstrated experience supporting M&A transactions and post-close integration.
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Previous responsibility for board-level or investor reporting.
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Experience managing or overseeing legal functions preferred.
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Strong communication, analytical, and stakeholder management skills.
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Sound judgment and the flexibility to navigate a fast-paced, evolving, and sometimes ambiguous environment.
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Willingness and ability to travel occasionally.
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Opportunity to build and lead the finance function of a rapidly expanding professional services platform.
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Direct collaboration with executive leadership and private equity investors.
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Exposure to strategic initiatives, including M&A, post-merger integration, and long-term value creation.
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Opportunity to influence financial strategy, operational excellence, and business transformation.
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Collaborative environment built around trusted expertise, transparency, candor, and empathy.
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Commitment to diversity, inclusion, and equal employment opportunities.
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:
Requirements
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:
Benefits
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