Role Overview for CFO, Portfolio Company with a PE-backed Retail Brand – Los Angeles, CA
JRG Partners is proud to partner with a dynamic, high-growth, private equity-backed retail brand in their search for a world-class Chief Financial Officer (CFO). Based in the vibrant heart of Los Angeles, CA, this is a pivotal executive leadership role for a strategic financial professional who thrives in a fast-paced, entrepreneurial environment. Our client is a well-capitalized, innovative leader in their market segment, poised for exponential growth through both organic expansion and strategic acquisitions. The PE sponsor is a top-tier firm known for its collaborative approach and its track record of building category-defining companies.
The CFO will be more than just a financial steward; they will be a true strategic partner to the Chief Executive Officer (CEO) and the executive leadership team. This individual will play a critical role in shaping the company’s future, providing the financial leadership, operational insight, and strategic guidance necessary to scale the business effectively and maximize shareholder value. This is a hands-on role that requires a leader who can seamlessly transition between high-level strategy with the Board and PE sponsor, and rolling up their sleeves to drive operational excellence within the finance and accounting functions. The ideal candidate will bring a robust toolkit of financial expertise, a history of success within PE-backed environments, and a passion for the consumer retail space. You will be instrumental in building the infrastructure, processes, and team required to support the company’s ambitious growth trajectory, ultimately leading to a successful exit event.
This is a unique opportunity to join a talented and passionate leadership team and make a tangible impact on a rapidly growing brand. If you are a results-oriented, data-driven financial executive with a proven ability to create value in a private equity setting, we invite you to explore this exciting career move.
Key Responsibilities of CFO, Portfolio Company with a PE-backed Retail Brand – Los Angeles, CA
The CFO will be responsible for the entirety of the company’s financial operations. This includes direct oversight of accounting, financial planning and analysis (FP&A), treasury, tax, and risk management, as well as serving as a key strategic advisor to the business.
Strategic Leadership & Executive Partnership
Act as a key business partner to the CEO, providing financial and strategic advice on all critical business matters. Serve as the primary liaison to the private equity sponsor and the Board of Directors, ensuring transparent and timely communication of financial performance, risks, and opportunities. Lead the financial aspects of M&A activities, including target identification, due diligence, negotiation, and post-merger integration.
Financial Planning & Analysis (FP&A)
Lead the annual budgeting process, quarterly forecasting, and long-range strategic planning. Develop and maintain sophisticated financial models to support decision-making for new initiatives, pricing strategies, and capital investments. Establish and monitor key performance indicators (KPIs) and operational metrics, delivering insightful analysis and actionable recommendations to drive performance improvements across the organization.
Accounting, Controls & Reporting
Oversee all accounting operations, ensuring the integrity and accuracy of the financial records. Manage the month-end and year-end close processes to deliver timely and accurate financial statements. Ensure compliance with Generally Accepted Accounting Principles (GAAP) and all relevant federal, state, and local financial regulations. Design, implement, and maintain a robust system of internal controls to safeguard company assets and ensure financial discipline. Manage the annual external audit and all tax planning and compliance activities.
Treasury & Capital Management
Manage the company’s liquidity, cash flow, and working capital to support operational needs and growth initiatives. Oversee all banking relationships and effectively manage the company’s capital structure, including debt facilities and covenant compliance. Develop and implement risk management policies and oversee the company’s insurance programs.
Team Leadership & Development
Recruit, lead, mentor, and develop a high-performing finance and accounting team. Foster a culture of accountability, continuous improvement, and professional growth. Empower the team to be proactive business partners to their respective departments.
Systems & Process Improvement
Drive the selection and implementation of financial systems (ERP, BI tools, etc.) to enhance efficiency, improve data visibility, and scale with the company’s growth. Continuously evaluate and improve financial processes and workflows to drive operational excellence.
Requirements for the CFO, Portfolio Company with a PE-backed Retail Brand – Los Angeles, CA
The successful candidate will be a seasoned financial executive with a demonstrated track record of success in dynamic, growth-oriented environments. The specific qualifications we are seeking include:
Educational Background
Bachelor’s degree in Finance, Accounting, Economics, or a related field is required. An MBA and/or a CPA designation is strongly preferred.
Professional Experience
A minimum of 15 years of progressive financial leadership experience, with at least 5 years in a CFO or VP of Finance capacity.
Private Equity Experience
Prior and significant experience as a senior financial leader within a private equity-backed portfolio company is a critical requirement. The candidate must understand the cadence, reporting requirements, and value creation mindset inherent to a PE environment.
Industry Expertise
Deep experience in the retail, consumer packaged goods (CPG), e-commerce, or direct-to-consumer (DTC) sectors is highly desirable. Familiarity with inventory management, supply chain finance, and multi-channel revenue streams is a major asset.
Transactional Experience
Proven experience leading the financial aspects of M&A transactions, including due diligence and successful post-acquisition integration. Experience having successfully navigated a company through a sale or IPO exit is a significant plus.
Technical Skills
Expert-level financial modeling and analytical skills. Deep knowledge of GAAP, financial reporting, tax, and regulatory compliance. Strong systems proficiency, including experience with modern ERP platforms and business intelligence tools.
Leadership Qualities
Exceptional leadership and team-building skills with a demonstrated ability to attract, develop, and retain top talent. Must possess a high level of integrity, a strong work ethic, and a hands-on, ‘roll-up-your-sleeves’ mentality.
Communication Skills
Outstanding verbal and written communication skills. The ability to distill complex financial information into clear, concise insights for diverse audiences, including the executive team, the Board, investors, and employees.
Benefits & Perks Offered
Our client is committed to attracting and retaining top-tier talent and offers a highly competitive and comprehensive compensation package, including:
Competitive Base Salary
An attractive base salary commensurate with experience and market standards.
Performance-Based Bonus
A generous annual bonus plan tied to individual and company performance metrics.
Equity Participation
A significant and meaningful equity stake in the company, providing the opportunity for substantial wealth creation upon a successful exit.
Comprehensive Health Benefits
A full suite of benefits including medical, dental, and vision insurance for you and your dependents.
Retirement Plan
A 401(k) retirement savings plan with a competitive company match.
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.
Work Environment
An opportunity to work with a passionate, talented, and driven team in a dynamic and collaborative culture located in Los Angeles.
How to Apply
JRG Partners has been exclusively retained to lead this critical executive search. We are seeking a transformative financial leader who is ready to make a lasting impact on a thriving, PE-backed retail brand and guide it through its next phase of significant growth.
If your experience and aspirations align with the opportunity described, we encourage you to submit your application. To learn more about our dedicated approach to connecting premier talent with leading private equity firms and their portfolio companies, please visit our Private Equity Executive Search practice area page. To be considered for this CFO position, please submit your resume and a compelling cover letter outlining your qualifications and your specific experience in PE-backed environments through our confidential application portal.
JRG Partners and our client are Equal Opportunity Employers. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
