Role Overview for CFO, Portfolio Company with a Technology Services Firm – Dallas, TX
JRG Partners is proud to partner with a high-growth, private equity-backed technology services firm in its search for a transformative Chief Financial Officer (CFO). Based in the dynamic business hub of Dallas, TX, this is a career-defining opportunity for a seasoned financial executive to serve as a key strategic partner to the Chief Executive Officer and the Board of Directors. The portfolio company is a leader in its niche, poised for significant organic and inorganic growth, and requires a CFO who can not only manage the complexities of a fast-scaling organization but also actively drive value creation initiatives.
As the CFO, you will be the cornerstone of the executive leadership team, responsible for the entire financial infrastructure of the company. This role transcends traditional accounting and reporting; it demands a strategic visionary who can provide critical insights to guide business decisions, optimize capital structure, and spearhead merger and acquisition activities.
You will be instrumental in shaping the company’s future, professionalizing its financial operations, and preparing it for a successful exit. The ideal candidate is a hands-on, metrics-driven leader with a proven track record in a private equity environment and deep experience within the technology or professional services sectors. You must be comfortable operating in a fast-paced, results-oriented culture, possessing the agility to adapt to changing priorities while maintaining a steadfast focus on long-term strategic goals.
Key Responsibilities of CFO, Portfolio Company with a Technology Services Firm – Dallas, TX
The Chief Financial Officer will have a broad range of responsibilities, encompassing strategic leadership, financial operations, and stakeholder management. Success in this role will be measured by your ability to build a best-in-class finance function that serves as a true business partner across the organization.
Strategic Financial Leadership
Collaborate with the CEO and executive team to develop and execute the company’s long-range strategic plan. Develop robust financial models to support strategic initiatives, including new market entry, product launches, and pricing strategies. Provide data-driven recommendations to optimize financial performance and enhance enterprise value.
Financial Planning & Analysis (FP&A)
Lead the annual budgeting and quarterly forecasting processes. Develop and maintain a sophisticated suite of KPIs and performance dashboards to provide real-time insights into business drivers, trends, and risks. Prepare comprehensive monthly and quarterly financial reporting packages for the executive team, Board of Directors, and private equity sponsors.
Accounting, Control, and Reporting
Oversee all accounting operations, ensuring the integrity and timeliness of financial reporting. Manage the monthly, quarterly, and annual close processes. Ensure compliance with GAAP and all relevant regulations, including mastery of complex topics like the ASC 606 revenue recognition standards. Serve as the primary point of contact for external auditors and manage the annual audit process. Implement and maintain a robust system of internal controls.
Mergers & Acquisitions (M&A)
Play a leading role in the company’s inorganic growth strategy. Lead financial due diligence on potential acquisition targets. Develop valuation models and participate in negotiations. Oversee the successful financial integration of acquired companies, including systems, processes, and personnel.
Treasury and Cash Management
Manage the company’s liquidity and capital resources effectively. Oversee cash flow forecasting and working capital management. Manage banking relationships and ensure compliance with all debt covenants. Evaluate and implement optimal capital structure strategies.
Investor and Board Relations
Serve as a key liaison to the private equity sponsors and Board of Directors. Prepare and deliver clear, concise, and insightful presentations on financial performance, forecasts, and strategic initiatives. Build credibility and foster strong relationships with all stakeholders.
Team Leadership and Development
Recruit, mentor, and lead a high-performing finance and accounting team. Foster a culture of accountability, continuous improvement, and professional development. Structure the team to effectively support the company’s growth trajectory.
Systems and Process Improvement
Drive the selection, implementation, and optimization of financial systems (ERP, BI tools, etc.) to enhance efficiency, accuracy, and reporting capabilities. Continuously identify opportunities to streamline financial processes and improve scalability.
Requirements for the CFO, Portfolio Company with a Technology Services Firm – Dallas, TX
We are seeking a candidate with a distinguished track record of financial leadership and a demonstrated ability to drive growth and profitability. The specific qualifications and attributes we are looking for include:
Educational Background
A Bachelor’s degree in Accounting, Finance, or a related field is required. A CPA designation and/or an MBA from a top-tier institution is highly preferred.
Professional Experience
A minimum of 15 years of progressive financial experience, with at least 5 years serving as a CFO, VP of Finance, or a similar senior leadership role.
Private Equity Experience
Prior experience as a senior financial leader within a private equity-backed company is strongly preferred. A deep understanding of the PE lifecycle, including reporting requirements, value creation levers, and exit strategies, is critical.
Industry Expertise
Significant experience in the technology services, professional services, B2B software (SaaS), or a related industry is required. Experience with project-based revenue, recurring revenue models, and professional services automation (PSA) tools is highly advantageous.
M&A Proficiency
Proven, hands-on experience leading the financial aspects of the M&A process, from due diligence through post-acquisition integration. Must be able to demonstrate a track record of successfully integrating acquired businesses.
Technical Skills
Expert-level knowledge of U.S. GAAP, financial modeling, and FP&A. Strong systems acumen, with experience overseeing the implementation and management of sophisticated ERP and BI platforms (e.g., NetSuite, Oracle, Salesforce, Power BI).
Leadership Qualities
A strategic thinker with a ‘roll-up-your-sleeves’ mentality. Exceptional communication and presentation skills, with the ability to articulate complex financial concepts to both financial and non-financial audiences. A proven ability to build and lead high-performance teams. High emotional intelligence and the ability to build strong relationships across all levels of the organization.
Personal Attributes
Unquestionable integrity, a strong work ethic, and a high sense of urgency. A proactive and results-driven mindset. The ability to thrive in a dynamic, fast-paced, and entrepreneurial environment.
Benefits & Perks Offered
Our client is committed to attracting and retaining top-tier talent and offers a highly competitive compensation and benefits package designed to reward performance and support the well-being of its employees. This includes:
Competitive Compensation
A highly attractive base salary and a significant performance-based annual bonus.
Equity Participation
A meaningful equity stake in the company, providing the opportunity for significant wealth creation upon a successful exit.
Comprehensive Health Coverage
A full suite of benefits, including medical, dental, and vision insurance for you and your dependents.
Retirement Savings
A 401(k) plan with a generous company match to help you plan for your future.
Generous Paid Time Off
A flexible and generous PTO policy to support a healthy work-life balance.
Professional Development
A commitment to your continued growth with opportunities for professional development, executive coaching, and industry conferences.
Dynamic Work Environment
An opportunity to work alongside a passionate and talented executive team in a collaborative and high-energy culture.
How to Apply
If you are a results-oriented financial leader with the experience and drive to make a significant impact on a growing technology services firm, we encourage you to apply. This is a unique opportunity to join a dynamic organization at a pivotal moment in its history. To submit your application, please send your resume and a cover letter detailing your qualifications to our dedicated recruitment team. For more information on our recruitment services or to explore our other executive finance opportunities, please visit the JRG Partners website. We look forward to reviewing your application.
