Role Overview for Chief Financial Officer with a PE-backed Technology Services Co. – Dallas, TX
JRG Partners is proud to partner with a premier, high-growth technology services company backed by a leading middle-market private equity firm. Located in the dynamic business hub of Dallas, Texas, our client is at a pivotal stage of its growth trajectory, poised for significant expansion through both organic initiatives and strategic acquisitions. We are seeking a transformative and results-oriented Chief Financial Officer (CFO) to join their executive leadership team. This is not merely a financial oversight role; it is a strategic partnership with the Chief Executive Officer (CEO) and the private equity sponsor to architect and execute the company’s long-term value creation plan.
The ideal candidate will be a seasoned financial executive with a proven track record of success within a private equity-backed environment. You will be the financial steward of the organization, responsible for the entire spectrum of financial operations, from strategic planning and capital allocation to tactical accounting and control. You will serve as a critical business partner, providing the data-driven insights, financial models, and strategic guidance necessary to navigate complex challenges and capitalize on market opportunities.
Your leadership will be instrumental in scaling the company’s infrastructure, integrating acquisitions seamlessly, and ultimately preparing the business for a successful exit. This role demands a unique blend of strategic acumen, operational excellence, and a hands-on, ‘roll-up-your-sleeves’ mentality. You must be comfortable operating in a fast-paced, metrics-driven environment where your contributions directly impact the company’s performance and enterprise value.
Key Responsibilities of Chief Financial Officer with a PE-backed Technology Services Co. – Dallas, TX
The CFO will assume full responsibility for directing and managing the company’s financial strategy and operations. Key responsibilities are comprehensive and include:
Strategic Leadership & Executive Partnership
Act as a key strategic partner to the CEO, board of directors, and PE sponsor. Provide critical financial and operational insights to drive business strategy, long-range planning, and key decision-making processes. Translate the company’s strategic vision into a quantifiable financial plan.
Financial Planning & Analysis (FP&A)
Lead the annual budgeting and long-term financial planning processes. Develop and maintain sophisticated financial models to support forecasting, scenario analysis, and strategic initiatives. Oversee the preparation of monthly, quarterly, and annual financial reporting packages, providing insightful variance analysis and commentary for management and investors. Establish and monitor key performance indicators (KPIs) and operational metrics to drive performance and accountability across the organization.
Accounting, Control, and Reporting
Oversee all accounting operations, ensuring the integrity and timeliness of financial data. Manage the monthly and quarterly financial close process, ensuring accuracy and adherence to deadlines. Guarantee compliance with Generally Accepted Accounting Principles (GAAP) and other statutory requirements. Lead the annual external audit process, acting as the primary liaison with external auditors. Design, implement, and maintain a robust system of internal controls to safeguard company assets and ensure financial integrity.
Mergers & Acquisitions (M&A) Leadership
Play a leading role in the company’s acquisition strategy. Direct financial due diligence on potential M&A targets, assessing financial risks, quality of earnings, and potential synergies. Develop sophisticated valuation and pro-forma financial models. Lead the post-acquisition financial integration process, ensuring a seamless transition of systems, processes, and personnel to drive the realization of expected synergies.
Treasury & Capital Management
Manage the company’s liquidity and capital structure to support growth initiatives. Oversee cash flow forecasting, including the development and maintenance of a 13-week cash flow model. Manage all banking relationships and ensure compliance with debt covenants and reporting requirements. Optimize working capital and develop strategies for efficient cash management.
Investor & Board Relations
Serve as a key point of contact for the private equity sponsor. Prepare and present detailed financial information, performance analysis, and strategic updates for board meetings and investor communications. Build credibility and foster strong relationships with investors, lenders, and the board of directors.
Team Leadership & Development
Lead, mentor, and develop a high-performing finance and accounting team. Foster a culture of accountability, continuous improvement, and professional growth. Structure the team effectively to support the scaling needs of the business.
Systems & Process Improvement
Continuously evaluate and enhance financial and operational systems (ERP, CRM, etc.), processes, and infrastructure to improve efficiency, accuracy, and scalability as the company grows. Champion the use of technology to automate processes and provide better business intelligence.
Requirements for the Chief Financial Officer with a PE-backed Technology Services Co. – Dallas, TX
The successful candidate will be a world-class financial leader with extensive experience in a leveraged, growth-oriented environment. The requirements for this role are stringent and reflect the high-impact nature of the position.
Educational Background
A Bachelor’s degree in Accounting, Finance, or Economics is required. A CPA designation and/or an MBA from a top-tier institution is strongly preferred.
Professional Experience
A minimum of 15 years of progressive financial leadership experience. Crucially, candidates MUST have prior experience serving as a CFO or VP of Finance for a private equity-backed company. Experience in the technology services, SaaS, or managed services industry is highly desirable.
M&A Expertise
Demonstrable, hands-on experience leading the financial aspects of multiple M&A transactions, from due diligence through to successful post-merger integration.
Technical Acumen
Deep expertise in financial modeling, budgeting, and forecasting. A strong command of US GAAP, financial reporting, and the implementation of robust internal controls. Experience with debt financing and covenant management is essential.
Leadership Qualities
Proven ability to build, manage, and mentor a high-caliber finance and accounting team. A strong executive presence with the ability to communicate complex financial concepts clearly and persuasively to a variety of audiences, including the CEO, board members, and investors.
Strategic Mindset
The ability to think strategically and commercially, moving beyond the numbers to provide actionable insights that drive business performance. A proactive, forward-thinking approach to financial management.
Personal Attributes
High integrity and ethical standards are non-negotiable. A hands-on, detail-oriented work ethic combined with the ability to see the bigger picture. A sense of urgency and the ability to thrive in a fast-paced, demanding, and metrics-driven environment. Must be based in or willing to relocate to the Dallas, TX area.
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 Compensation
A highly competitive base salary and an attractive annual performance-based bonus plan.
Significant Equity Participation
A meaningful equity stake in the company, providing the opportunity for significant wealth creation upon a successful exit event.
Comprehensive Health & 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.
Paid Time Off
A generous paid time off (PTO) policy, including vacation, sick days, and paid holidays.
Professional Development
Support for ongoing professional development and continuing education to keep you at the forefront of your field.
Relocation Assistance
A comprehensive relocation package is available for an exceptional candidate.
Impactful Role
A unique opportunity to be a key architect of a rapidly growing company’s success story, working alongside a talented executive team and a top-tier private equity sponsor.
How to Apply
If you are a results-driven financial leader with a proven track record in private equity environments and are ready to take on a pivotal role in a rapidly growing technology services company, we encourage you to apply. This is a confidential search being conducted by JRG Partners. Please submit your resume and a cover letter detailing your relevant experience and qualifications for this specific opportunity. For more information about our expertise in executive placements within this sector, please visit the page for JRG Partners’ Private Equity Practice. We look forward to reviewing your application. JRG Partners is an equal opportunity employer and values diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
