Leading B2B Services Company | Chief Financial Officer

Harvest CFO Executive Search has been retained to deliver a highly skilled Chief Financial Officer (CFO) for a leading B2B professional services organization that specializes in providing highly niche services for familiar brands of Fortune 500 corporations as well SMBs (small and medium-sized businesses). Approaching approximately $100MM in annual revenues in a highly fragmented and fast growth industry segment, this company has a strategic plan of continued profitable growth through organic market expansion and targeted M&A.We are seeking an innovative, results-oriented Chief Financial Officer (CFO) to play a central role in shaping this organization's strategy and culture. As a key business partner to the CEO, executive team and operational leaders, the CFO will drive financial management to support scalable, profitable growth and operational excellence. This role also encompasses leadership of the human resources function, where the CFO will oversee people strategy, employee engagement, and organizational development through direct collaboration with the VP of People and Culture. The CFO has primary day-to-day "hands on" leadership responsibility for the financial management function, including financial and operational reporting, forecasting, FP&A, capital expenditure analysis, project management tracking with KPIs and leading indicators, working capital management, treasury, tax, insurance, budget and audit functions. The CFO is responsible for the development and standardization of accounting processes and procedures across the enterprise with integrated ERP and IT solutions. The CFO will play a key leadership role in any M&A activities including due diligence, integration and realizing synergies. The CFO is expected to have a positive impact across the company and enhance the company's culture internally as well as with clients, vendors and key third parties.This role provides a competitive compensation and benefits package, as well as opportunity for participation in potentially substantial upside equity appreciation. Harvest CFO LLC is the premier executive recruiting partner for the CFO role for private equity backed and middle market companies.Desired Competencies:Direct industry experience in a B2B services environment. Experience in marketingcommunication services, advertising agency, trade promotion, B2B professional or consulting services is a plus.Successful experience:as a financial leader who is both "hands on" and "scalable," with experience as CFO of an organization with meaningful scale ($50MM+) and complexity;as a strategic business partner with the CEO, management team, and Board to achieve targeted results and strategic plan;as a change agent in obtaining financial and operational improvements;as a data-driven leader, improving performance through strong analyticalFP&AKPI bias and buildingmanaging a high performing FP&A function;as an operations-focused business partner capable of effectively teaming across all organizational functions;implementing best practices as to cost efficiencies and improving resource utilization;in a leadership role for systems and processes evaluation, improvements and upgrades;managing internal treasury functions including cash flow, working capital forecasting and liquidity planning;introducingimproving pricing methodologies and revenue models to positively impact margins and revenue streams;strategically driving, negotiating and managing procurement processes;in a leadership role M&A activity, including due diligence, integration and obtaining targeted synergies;aligning financial, operational, and HR strategies to drive company performance and culture;overseeing human resources functions;building high-performance teams and fostering an inclusive, engaging workplace;leading finance through an eventual successful company sale transaction including CIM, data room, roadshow, etc. to support the sale and subsequent due diligence process by the buyer.Reports directly to the company's CEO and board.Reporting to the CFO: accounting, finance and human resources teams.

Created: 2025-01-20