Private Equity Portfolio Company | Technology and Services Platform
A private equity backed technology services company is seeking an Interim Chief Financial Officer to help stabilize and optimize the finance function during a leadership transition.
This role will partner closely with the CEO and sponsor operating team to improve financial visibility, support cost optimization initiatives, and help position the company for its next stage of growth.
The organization generates approximately $70M in revenue and provides a range of technology enabled and nearshore services to enterprise clients across financial services, healthcare, and gaming.
Key Responsibilities
The Interim CFO will be responsible for leading a number of critical financial initiatives, including:
Financial Planning and Budgeting
Rebuild and refine the annual operating budget
Align financial plans with the CEO’s strategic priorities
Establish forecasting processes to improve visibility
Cost Structure Optimization
Evaluate SG&A spending and identify opportunities for cost rationalization
Implement initiatives to reduce operating costs while preserving delivery capability
Support restructuring decisions in a cash constrained environment
Profitability and Margin Analysis
Develop reporting that clarifies profitability by service line and by client
Analyze resource utilization and delivery economics
Identify underperforming services or accounts
Pricing and Commercial Support
Evaluate pricing structures across service offerings
Support initiatives to improve margins through pricing adjustments where appropriate
Financial Reporting and Infrastructure
Strengthen management reporting and financial transparency
Implement frameworks that allow leadership to evaluate performance across service lines and clients
Leadership and Transition
Partner closely with the CEO and sponsor operating team
Stabilize the finance function during leadership transition
Support onboarding of a future permanent CFO
Ideal Candidate Profile
Successful candidates will typically bring:
Prior CFO experience in a mid-market business
Experience operating in turnaround or restructuring environments
Background in technology services, professional services, consulting, or outsourcing
Strong experience in cost optimization, pricing analysis, and profitability management
Ability to operate effectively in fast moving and ambiguous situations
Additional experience that would be helpful includes exposure to international workforce environments and global services organizations.
Engagement Details
Interim leadership role
Private equity backed organization
Mid market technology services platform
Immediate start preferred
Opportunity to play a key role in operational and financial transformation