Role Overview for Chief Financial Officer with a PE-backed Services Co. – Dallas, TX
JRG Partners, a premier executive search firm, is proud to announce an exclusive engagement on behalf of our client, a high-growth, market-leading services company backed by a prestigious private equity firm. Located in the dynamic business hub of Dallas, Texas, our client is poised for exponential growth through a combination of organic initiatives and a strategic acquisition strategy. We are seeking a world-class Chief Financial Officer (CFO) to join their executive leadership team and serve as a key strategic partner to the Chief Executive Officer and the Board of Directors.
This is not a typical CFO role; it is a career-defining opportunity to be at the helm of a rapidly scaling enterprise. The successful candidate will be a hands-on yet strategic leader, responsible for architecting and managing the financial infrastructure necessary to support significant growth and complexity. You will play a pivotal role in shaping the company’s future, driving financial performance, executing on the M&A playbook, and ultimately preparing the company for a successful exit event.
The modern CFO is a key strategic partner, moving beyond traditional accounting to drive business performance, a trend highlighted by leading publications like the Wall Street Journal’s CFO Journal. This position requires a leader who can balance the demands of rigorous financial control and reporting with the strategic foresight needed to capitalize on market opportunities. If you are a results-driven finance executive with a proven track record of creating value within a private equity-backed environment, this role offers an unparalleled platform for professional and financial success.
Key Responsibilities of Chief Financial Officer with a PE-backed Services Co. – Dallas, TX
The CFO will be responsible for the full spectrum of financial leadership. Key duties are comprehensive and require both strategic vision and operational excellence:
Strategic Financial Leadership
Act as a true business partner to the CEO and senior leadership team. Develop and implement financial strategies, long-range plans, and operational models that support the company’s growth objectives. Provide data-driven insights and strategic recommendations on key business decisions, including pricing, new market entry, and capital allocation.
Financial Planning & Analysis (FP&A)
Lead the annual budgeting and planning process, as well as monthly and quarterly forecasting. Develop and refine a robust set of Key Performance Indicators (KPIs) and financial metrics to monitor business performance. Deliver insightful variance analysis and actionable commentary to guide operational improvements and strategic pivots.
Private Equity & Board Relations
Serve as the primary financial liaison to the private equity sponsors and the Board of Directors. Oversee the preparation of comprehensive monthly and quarterly reporting packages, board presentations, and investor communications. Manage lender relationships and ensure compliance with all debt covenants and reporting requirements.
Mergers & Acquisitions (M&A)
Play a lead role in the company’s acquisition strategy. Direct the financial due diligence process for target companies, build complex valuation models, and assess potential synergies. Following an acquisition, you will be responsible for overseeing the complete financial integration of the new entity, including systems, processes, and personnel, to ensure a smooth transition and rapid value realization.
Controllership and Accounting Operations
Oversee all accounting functions, including the monthly close process, general ledger, accounts payable, accounts receivable, payroll, and revenue recognition. Ensure the timely and accurate preparation of financial statements in accordance with US GAAP. Implement and maintain a robust system of internal controls to safeguard company assets and ensure financial integrity.
Treasury and Capital Management
Manage the company’s liquidity, cash flow, and working capital effectively. Develop sophisticated cash forecasting models to optimize cash position. Lead efforts to secure and manage debt facilities, and continuously evaluate the company’s capital structure to ensure it supports strategic goals at the lowest cost of capital.
Team Leadership and Development
Recruit, mentor, and develop a high-caliber finance and accounting team. Foster a culture of excellence, collaboration, accountability, and continuous improvement. Structure the team to scale effectively with the company’s growth, ensuring clear roles, responsibilities, and career development paths.
Systems, Processes, and Scalability
Evaluate and enhance the company’s financial technology stack, including the ERP system and BI tools. Drive process improvement and automation initiatives across the finance function to increase efficiency, improve accuracy, and provide better business insights. Ensure the financial infrastructure is scalable and can support future acquisitions and organic growth.
Risk Management and Compliance
Oversee the company’s enterprise risk management program. Ensure full compliance with all local, state, and federal tax laws and financial regulations. Manage relationships with external auditors, tax advisors, and insurance providers.
Requirements for the Chief Financial Officer with a PE-backed Services Co. – Dallas, TX
The ideal candidate will be an accomplished financial executive with a demonstrated history of success in dynamic, growth-oriented environments. Specific qualifications include:
Experience
A minimum of 15 years of progressive experience in finance and accounting, with at least 5 years serving as a CFO, VP of Finance, or a similar senior leadership role.
Private Equity Mandate
Direct and substantial experience as the #1 or #2 finance leader within a private equity-backed company is a non-negotiable requirement. Candidates must have a deep understanding of the PE lifecycle, including experience with leveraged balance sheets, reporting to a PE-sponsored board, and successfully navigating a company through a sale or exit process.
Industry Background
Experience in a services-oriented industry is highly preferred. This includes, but is not limited to, business services, professional services, tech-enabled services, or multi-site/distributed services models.
M&A Expertise
A proven track record of successfully executing and integrating multiple add-on acquisitions is essential. Candidates must be able to demonstrate their hands-on involvement in all stages of the M&A process.
Educational & Professional Credentials
A Bachelor’s degree in Accounting, Finance, or Economics is required. An MBA from a top-tier institution and/or a CPA designation is strongly preferred.
Technical Acumen
Expert-level knowledge of US GAAP, financial modeling, debt and equity financing, and treasury management. Proficiency with modern ERP systems and business intelligence platforms is required.
Leadership Profile
A strategic thinker who is also willing and able to be hands-on and detail-oriented. Possesses outstanding communication, presentation, and interpersonal skills with a strong executive presence. Demonstrates unquestionable integrity, a strong work ethic, and the ability to thrive in a fast-paced, results-focused, and entrepreneurial culture.
Benefits & Perks Offered
Our client offers a highly competitive and compelling compensation and benefits package designed to attract and retain top-tier talent. This includes:
Competitive Base Salary
A strong base salary commensurate with experience and market standards.
Performance-Based Bonus
A lucrative annual bonus plan tied to the achievement of company and individual performance goals.
Significant Equity Participation
A meaningful equity stake in the company, providing the opportunity for significant wealth creation upon a successful liquidity event.
Comprehensive Health and Wellness
A full suite of benefits, including medical, dental, and vision insurance for you and your dependents.
Retirement Savings
A 401(k) retirement plan with a generous company matching contribution.
Generous Paid Time Off
A flexible and generous paid time off (PTO) policy, in addition to company-paid holidays.
Professional Development
Support for ongoing professional development and continued learning opportunities to help you grow in your career.
How to Apply
JRG Partners is leading the exclusive search for this Chief Financial Officer position. If you are a results-oriented financial leader with a proven track record in a private equity environment and meet the qualifications outlined above, we strongly encourage you to apply. Please submit your resume and a cover letter detailing your relevant experience and accomplishments.
To learn more about our specialized expertise in placing top-tier executives within private equity portfolio companies, please visit our Private Equity Recruiting practice area. We look forward to reviewing your application.
