Role Overview for CFO, Portfolio Company with a PE-backed Logistics Provider – Atlanta, GA
Are you a battle-tested, results-driven financial executive with a proven track record of driving value in a private equity environment? Do you thrive in a fast-paced, high-growth setting where your strategic insights can directly shape the future of a company? If so, JRG Partners has an exceptional opportunity for you.
We have been exclusively retained by a dynamic, market-leading logistics and supply chain solutions provider to recruit a world-class Chief Financial Officer (CFO). Our client, backed by a prestigious, middle-market private equity firm, is at a critical inflection point. They are poised for exponential growth, fueled by a robust strategy of organic expansion and targeted acquisitions. This is not merely a financial stewardship role; it is a career-defining opportunity to serve as a true strategic partner to the Chief Executive Officer (CEO), the Board of Directors, and the PE sponsor. You will be a key architect of the company’s long-term success, instrumental in executing a compelling strategic value creation plan and driving toward a successful exit.
Based in the vibrant business hub of Atlanta, GA, the CFO will be a cornerstone of the executive leadership team. You will be entrusted with building and leading a best-in-class finance and accounting organization, implementing the systems, processes, and controls necessary to support rapid scale. The ideal candidate is a hands-on yet strategic leader who can seamlessly transition between high-level board presentations and deep-dive operational analysis. You must possess a deep understanding of the unique demands of a PE-backed environment, including rigorous reporting cadences, debt covenant management, and the relentless pursuit of EBITDA growth. This role offers a significant equity stake, providing a direct share in the value you help create.
Key Responsibilities of CFO, Portfolio Company with a PE-backed Logistics Provider – Atlanta, GA
The CFO will have a broad range of responsibilities, acting as the financial conscience of the organization and a key driver of business performance. Key duties include:
Strategic Leadership & Business Partnership
Serve as a key advisor to the CEO and Board on all financial matters. Actively participate in shaping the company’s strategy, providing financial insights and analysis to support major business decisions, pricing strategies, and capital investments. Translate strategy into actionable financial plans.
Financial Planning & Analysis (FP&A)
Lead the development of the annual budget, multi-year strategic plans, and rolling forecasts. Oversee the creation of robust financial models and dashboards to track performance against key performance indicators (KPIs). Provide insightful variance analysis and data-driven recommendations to senior leadership and the PE sponsor.
Mergers & Acquisitions (M&A)
Play a leading role in the entire M&A lifecycle. This includes identifying and evaluating potential acquisition targets, conducting rigorous financial due diligence, negotiating terms, and overseeing the seamless financial integration of acquired companies.
Capital Structure & Treasury Management
Manage the company’s capital structure, including all debt facilities and lender relationships. Ensure compliance with all debt covenants. Oversee cash management, liquidity planning, and working capital optimization to support operational needs and growth initiatives.
Accounting, Controls & Reporting
Oversee all accounting operations including A/R, A/P, GL, Cost Accounting, and Revenue Recognition. Ensure the timely and accurate delivery of monthly, quarterly, and annual financial statements in accordance with GAAP. Design, implement, and maintain a robust internal control environment.
Investor & Board Relations
Prepare and present comprehensive financial reporting packages for the Board of Directors and the private equity sponsor. Serve as a primary financial liaison to investors, effectively communicating the company’s financial performance, strategy, and outlook.
Team Leadership & Development
Recruit, mentor, and develop a high-performing finance and accounting team. Foster a culture of accountability, continuous improvement, and professional growth. Structure the team to effectively support the company’s scaling operations.
Systems & Process Improvement
Drive the selection, implementation, and enhancement of financial systems (ERP, BI tools) to improve efficiency, accuracy, and reporting capabilities. Continuously seek to automate and streamline financial processes across the organization.
Risk Management & Compliance
Oversee the company’s risk management framework, including insurance programs. Ensure compliance with all local, state, and federal tax and regulatory requirements. Manage relationships with external auditors and tax advisors.
Requirements for the CFO, Portfolio Company with a PE-backed Logistics Provider – Atlanta, GA
The successful candidate will be a seasoned and sophisticated finance leader with a demonstrated history of success in high-growth, leveraged environments. Specific qualifications include:
Experience
A minimum of 15 years of progressive financial experience, with at least 5-7 years in a senior leadership role (CFO, VP of Finance, or Controller) with broad oversight.
Private Equity Experience
Non-negotiable requirement. Must have significant experience as the #1 or #2 finance executive in a private equity-backed portfolio company. A deep understanding of the PE playbook, reporting requirements, and exit-oriented mindset is essential.
Industry Background
Experience in the logistics, transportation, supply chain, or a related asset-intensive, service-based industry is strongly preferred.
M&A Expertise
Proven, hands-on experience leading financial due diligence and post-acquisition integration for multiple transactions.
Technical Acumen
Strong command of US GAAP, financial modeling, FP&A, and debt management. Experience with complex capital structures and managing lender relationships is critical.
Education
Bachelor’s degree in Finance, Accounting, or a related field is required. A CPA designation and/or an MBA is highly preferred.
Leadership Skills
Exceptional leadership and team-building skills with the ability to inspire, motivate, and develop a team. Must be a confident and credible communicator with the ability to present complex financial information to diverse audiences, including boards and investors.
Personal Attributes
High-energy, proactive, and results-oriented. Possesses unimpeachable integrity and a strong work ethic. A hands-on leader who is comfortable operating at both the strategic and tactical levels.
Benefits & Perks Offered
Our client is committed to attracting and retaining top-tier talent and offers a highly competitive and compelling compensation package, including:
Competitive Base Salary
A highly attractive base salary commensurate with experience.
Annual Performance Bonus
A significant annual bonus potential based on individual and company performance metrics.
Substantial Equity Participation
A meaningful equity stake in the company, providing the opportunity for life-changing wealth creation upon a successful exit.
Comprehensive Health & Wellness
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.
Paid Time Off (PTO)
A generous PTO policy to support a healthy work-life balance.
Professional Development
Support for ongoing learning and professional development opportunities.
Relocation Assistance
A comprehensive relocation package is available for the right candidate.
How to Apply
JRG Partners is leading the exclusive search for this critical CFO position. If you are a qualified and interested candidate who meets the above criteria, we encourage you to apply. All applications will be treated with the strictest confidence. To be considered, please submit your resume and a cover letter detailing your relevant private equity and industry experience.
To learn more about our expertise in placing top-tier executives within PE portfolio companies, please visit our Private Equity Executive Search practice page. We look forward to reviewing your application and discussing this exciting opportunity with you.
