Role Overview for CFO, Private Equity with a PE Portfolio Company – Atlanta, GA
JRG Partners, a premier executive search firm, is proud to announce an exclusive partnership with a high-growth, middle-market B2B SaaS company backed by a leading private equity firm. We are seeking a transformative and results-driven Chief Financial Officer (CFO) to join their executive leadership team in Atlanta, GA.
This is a rare opportunity to step into a pivotal role within a dynamic organization poised for exponential growth and market leadership. The ideal candidate will be a strategic partner to the Chief Executive Officer (CEO) and the private equity sponsor, responsible for shaping the company’s financial future, driving operational excellence, and maximizing enterprise value in preparation for a successful exit event.
As the CFO, you will be more than a financial steward; you will be a key architect of the company’s growth story. You will inherit a solid foundation and be tasked with building a world-class finance and accounting function capable of supporting rapid scaling, both organically and through strategic acquisitions. This role demands a unique blend of strategic foresight and hands-on operational execution.
You must be comfortable rolling up your sleeves to build processes from the ground up while simultaneously operating at a board level, providing sophisticated financial insights and guidance. You will be instrumental in all aspects of financial management, from capital allocation and M&A integration to implementing robust systems and controls. Your leadership will directly impact the company’s ability to achieve its aggressive growth targets and deliver superior returns for its investors. This position offers a significant equity stake, aligning your success directly with the value you create.
Key Responsibilities of CFO, Private Equity with a PE Portfolio Company – Atlanta, GA
The Chief Financial Officer will have a broad range of responsibilities, encompassing strategic leadership, financial operations, and investor relations. Success in this role requires a proactive and decisive leader who can manage the following key areas:
Strategic Financial Leadership & M&A
- Partner with the CEO and executive team to develop and execute the company’s long-term strategic plan, providing financial modeling, analysis, and insights to support key decisions.
- Lead the annual budgeting, forecasting, and long-range financial planning processes, ensuring alignment with strategic objectives and PE sponsor expectations.
- Drive the M&A strategy, from identifying and evaluating potential acquisition targets to leading financial due diligence, negotiating terms, and overseeing post-merger integration to realize synergies.
- Develop and maintain sophisticated financial models to support valuation, investment analysis, and capital allocation decisions.
Financial Planning & Analysis (FP&A)
- Build and lead a high-performing FP&A function that serves as a true business partner to the organization, providing actionable insights and data-driven recommendations.
- Establish and monitor key performance indicators (KPIs) and SaaS metrics (e.g., ARR, LTV:CAC, Net Revenue Retention, Churn) to drive performance and accountability across all departments.
- Prepare and present comprehensive monthly, quarterly, and annual financial reporting packages for the executive team, Board of Directors, and private equity sponsor.
- Conduct in-depth variance analysis, cohort analysis, and other ad-hoc financial analyses to identify trends, risks, and opportunities for improvement.
Accounting, Control, and Systems
- Oversee all accounting operations, including the monthly close process, general ledger, accounts payable, accounts receivable, payroll, and revenue recognition (ASC 606).
- Ensure the timely and accurate preparation of financial statements in accordance with Generally Accepted Accounting Principles (GAAP).
- Design, implement, and maintain a robust internal control environment to safeguard company assets and ensure data integrity.
- Lead the selection and implementation of scalable financial systems and tools (ERP, BI, CPM) to support growth and improve efficiency.
- Manage the annual external audit process and maintain a strong relationship with the audit firm.
Treasury, Capital Management, and Investor Relations
- Manage the company’s liquidity, cash flow, and banking relationships to ensure optimal capital structure and support operational needs.
- Oversee debt covenant compliance and reporting.
- Serve as a primary point of contact for the private equity sponsor, lenders, and other key financial stakeholders, fostering relationships built on transparency and trust.
- Play a critical role in future capital raising activities and manage the financial aspects of the exit process (e.g., IPO readiness, sell-side due diligence).
Requirements for the CFO, Private Equity with a PE Portfolio Company – Atlanta, GA
We are seeking a seasoned and accomplished finance executive with a proven track record of success in a private equity-backed environment. The qualifications for this role are stringent and reflect the high-impact nature of the position.
Professional Experience
- A minimum of 15 years of progressive experience in finance and accounting roles, with at least 5 years in a senior leadership position (e.g., CFO, VP of Finance).
Mandatory
Prior experience as the #1 or #2 finance leader within a private equity-backed company is required.
- Demonstrated success in scaling a company through a significant growth phase. Experience managing a company with revenues between $50M and $250M is highly preferred.
- Proven experience in the B2B SaaS or software industry is strongly preferred, with a deep understanding of relevant business models and metrics.
- Substantial M&A experience, including target evaluation, due diligence, and post-acquisition integration.
- Experience leading a company through a successful exit (sale to a strategic buyer or another financial sponsor) is a significant plus.
Education & Credentials
- Bachelor’s degree in Finance, Accounting, Economics, or a related field is required.
- An MBA from a top-tier institution and/or a CPA designation is highly preferred.
Skills & Competencies
- Exceptional financial modeling, analytical, and problem-solving skills.
- Expert-level knowledge of US GAAP, financial regulations, and compliance.
- Strong leadership and team-building skills with a demonstrated ability to recruit, mentor, and develop top talent.
- Outstanding communication and presentation skills, with the ability to convey complex financial information clearly and concisely to diverse audiences.
- A ‘roll-up-the-sleeves’ mentality combined with high-level strategic thinking.
- Impeccable integrity, a strong work ethic, and the ability to thrive in a fast-paced, demanding, and results-oriented environment.
Benefits & Perks Offered
Our client offers a highly competitive and compelling compensation and benefits package designed to attract and retain a top-tier executive. This includes:
- A competitive base salary and a significant performance-based annual bonus.
- A substantial equity grant, providing a meaningful opportunity for wealth creation upon a successful exit.
- Comprehensive benefits package, including medical, dental, and vision insurance for you and your dependents.
- 401(k) retirement plan with a generous company match.
- Generous paid time off (PTO) and company holidays.
- Opportunities for professional development and continued education.
- Relocation assistance for an exceptional candidate currently residing outside of the Atlanta metropolitan area.
How to Apply
This is a retained search conducted exclusively by JRG Partners. We invite qualified and interested candidates to submit their resume and a detailed cover letter outlining their suitability for this role. Your application will be handled with the utmost confidentiality.
JRG Partners is a leader in connecting exceptional executive talent with transformative opportunities in the private equity space. We build long-term relationships based on trust and a deep understanding of the unique demands of PE-backed leadership. To be considered for this pivotal role, please submit your application materials directly to us. Learn more about our specialized expertise by visiting our Private Equity Executive Search practice. We look forward to reviewing your qualifications and discussing this exciting opportunity with you.
