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# CFO, Portfolio Company with a Technology Services Firm – Los Angeles, CA


Role Overview for CFO, Portfolio Company with a Technology Services Firm – Los Angeles, CA
Are you a transformative financial leader with a passion for technology and a proven track record of creating value within private equity-backed environments? Do you thrive in a fast-paced, high-growth setting where you can serve as a true strategic partner to the CEO and the board? If so, JRG Partners invites you to explore this exceptional opportunity.
JRG Partners, a premier executive search firm, has been exclusively retained by a high-growth, market-leading technology services company to lead the search for their next Chief Financial Officer (CFO). Our client, backed by a top-tier, operationally-focused private equity firm, is at a pivotal inflection point in its journey. They have established a strong market position and are now poised for exponential growth through a combination of organic initiatives and a strategic, aggressive M&A strategy. This is not a typical back-office accounting role; it is a forward-looking, strategic leadership position critical to the company’s success and the realization of the investment thesis.
Based in the vibrant technology hub of Los Angeles, CA, the CFO will be a cornerstone of the executive team. You will be the key financial steward and strategic architect, working hand-in-hand with the Chief Executive Officer and the private equity sponsor to drive profitable growth, operational excellence, and significant enterprise value. You will be instrumental in shaping the company’s future, from optimizing its current financial operations to identifying, executing, and integrating strategic acquisitions. The ideal candidate is a hands-on yet strategic leader who has successfully navigated the unique demands and opportunities of a PE-backed company, demonstrating a clear ability to scale financial infrastructure, lead M&A activities, and provide the data-driven insights necessary to guide a rapidly evolving organization. This role offers a significant opportunity for professional growth and substantial wealth creation through a meaningful equity stake.
Key Responsibilities of CFO, Portfolio Company with a Technology Services Firm – Los Angeles, CA
The CFO will have a broad range of responsibilities, acting as a leader, strategist, and operator. Key duties include:
Strategic Financial Leadership & Partnership
Act as a true strategic partner to the CEO and Board of Directors. Provide critical financial and operational insights to drive business decisions. Translate the company’s strategic vision into a comprehensive financial plan and lead its execution. Serve as the financial conscience of the organization, ensuring sound financial governance and decision-making across all departments.
Financial Planning & Analysis (FP&A)
Lead the annual budgeting, periodic forecasting, and long-range financial planning processes. Develop, monitor, and report on key performance indicators (KPIs) and operational metrics. Provide insightful variance analysis and actionable recommendations to senior leadership to optimize performance and drive profitability.
Accounting & Control Environment
Oversee all accounting operations, including the general ledger, accounts payable, accounts receivable, payroll, and revenue recognition. Ensure the timely and accurate delivery of monthly, quarterly, and annual financial statements in accordance with GAAP. Manage the annual external audit process and strengthen the internal control environment to mitigate risk and support future scale.
Mergers & Acquisitions (M&A) Execution & Integration
Play a leading role in the company’s inorganic growth strategy. Lead financial due diligence on potential acquisition targets, build complex valuation models, and support deal structuring and negotiations. Critically, you will be responsible for leading the post-acquisition financial integration process to ensure synergies are realized and value is created.
Treasury & Capital Management
Manage the company’s liquidity, cash flow forecasting, and working capital. Oversee all banking relationships and ensure compliance with debt covenants. Develop and execute a capital allocation strategy that balances investment in growth with prudent financial management.
Technology & Systems Scalability
Evaluate, implement, and optimize financial systems, including ERP and BI tools, to enhance efficiency, improve data integrity, and provide real-time insights to the business. Champion the use of technology to automate processes and build a scalable financial infrastructure capable of supporting significant growth.
Team Leadership & Development
Build, lead, and mentor a high-performing finance and accounting organization. Foster a culture of accountability, continuous improvement, and professional development. Structure the team effectively to support the evolving needs of the business as it scales.
Investor & Board Relations
Prepare and present comprehensive financial reporting packages for the Board of Directors and private equity sponsor. Clearly articulate financial performance, risks, and opportunities. Manage the relationship with investors and play a key role in any future capital raising or exit transaction processes.
Requirements for the CFO, Portfolio Company with a Technology Services Firm – Los Angeles, CA
The ideal candidate will be an accomplished and energetic finance executive with a history of success in similar environments. Specific qualifications include:
Executive Experience
A minimum of 15 years of progressive financial leadership experience, with at least 5 years serving as the CFO or VP of Finance in a company of comparable scale and complexity. Experience successfully scaling a business from $50M to over $200M in revenue is highly desirable.
Private Equity DNA
Demonstrable experience as the senior-most finance leader within a private equity-backed company is a non-negotiable requirement. You must possess a deep understanding of the PE playbook, including the rhythm of a hold period, the importance of the 100-day plan, the intense focus on EBITDA growth and cash flow, and the art of managing a leveraged balance sheet.
Industry Vertical Expertise
Significant experience within the technology services, managed services (MSP), IT consulting, systems integration, or B2B SaaS sectors is strongly preferred. Familiarity with project-based accounting and recurring revenue models is critical.
M&A Mastery
A proven and verifiable track record of leading the financial aspects of multiple successful buy-side M&A transactions, from initial diligence through post-close integration.
Technical Acumen
Expert-level proficiency in financial modeling, forecasting, and data analysis. A deep and practical understanding of Generally Accepted Accounting Principles (GAAP), including complex topics such as revenue recognition (ASC 606) and purchase accounting. Hands-on experience with modern ERP platforms (e.g., NetSuite, Microsoft Dynamics) is required.
Educational & Professional Credentials
Bachelor’s degree in Accounting, Finance, or a related field is required. A CPA designation and/or an MBA is highly preferred.
Leadership Qualities
A ‘roll-up-the-sleeves’ mentality combined with high-level strategic vision. You must be comfortable diving into the details while also seeing the bigger picture. Possess the executive presence and gravitas to command respect from the board, investors, and internal teams. You are an exceptional communicator, a collaborative team player, and a leader with unquestionable integrity and ethical standards.
Benefits & Perks Offered
Our client is committed to attracting and retaining top-tier talent and offers a highly competitive and compelling compensation package, which includes:
Executive Compensation Package
A highly competitive base salary and a significant annual performance-based bonus tied to company and individual success.
Meaningful Equity Ownership
A substantial equity grant, providing the opportunity to participate directly and significantly in the value you help create through a successful exit event.
Comprehensive Wellness Benefits
Premium health, dental, and vision insurance plans for you and your eligible dependents, because your well-being is a top priority.
Retirement Planning
A robust 401(k) plan with a generous company match to help you build your long-term financial security.
Work-Life Integration
A flexible and generous paid time off (PTO) policy, including company holidays, to ensure you have ample time to rest, recharge, and pursue personal interests.
Investment in Your Growth
A dedicated budget for professional development, including industry conferences, certifications, and executive education programs to support your continuous learning.
How to Apply
JRG Partners has been exclusively retained for this critical Chief Financial Officer search. If you are a results-oriented financial executive who meets the above criteria and is ready to make a significant impact on a high-growth technology services company, we encourage you to apply.
To be considered for this opportunity, please submit your resume and a compelling cover letter outlining your relevant experience and qualifications. To learn more about our search process and expertise in placing top executives, please visit our dedicated Private Equity practice page. JRG Partners is an equal opportunity employer. All inquiries and applications will be handled with the strictest confidence.