Chief Financial Officer


Austin OR San Antonio TX


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Job ID: EB-7546713764
Category: Accounting & Finance
Location: Austin OR San Antonio, TX

CFO Opportunity: San Antonio OR Austin, PE Services

As a key member of the senior executive team the CFO will be responsible for all finance and accounting functions, including investor reporting and tax and regulatory compliance. He/she will develop and implement internal controls, establish accounting and financial reporting functions, and produce financial information that enables the senior leadership team and BOD to make informed decisions.

The CFO will be a leader within the company, helping the senior leadership team analyze the financial impact of both new opportunities and ongoing decisions and develop the financial strategy required to support the growth and financial health of the business. The CFO will have a clear handle on all financials and will accurately quantify the performance of the business, clearly and articulately communicating with the board and co-leading both monthly financial board reviews and quarterly, in-depth board meetings.

Successful CFOs will have the appetite, energy and temperament for an operational lift and can thrive in a complex, dynamic environment and work in collaboration with CEO on both organic and inorganic growth initiatives. A ‘roll up the sleeves’ orientation and job costing experience are especially important in this role.


  • Provide strategic and tactical thinking, as well as broad business insight. Take a leadership role in developing the financial strategy to support the growth of the business
  • Support & partner with senior management team via ongoing analytical and financial management data and insight
  • Ensure the timely close and accurate preparation of financial statements in accordance with GAAP
  • Facilitate communication between legacy and other executives and BOD
  • Develop/memorialize a plan to hit investment objectives – growing revenue/EBITDA and enhancing ability to sell company
  • Prepare and update interactive predictive three statement financial forecasting models for use in strategic planning, liquidity management, covenant compliance forecasting, refinancing activities, and potential M&A opportunities
  • Forecast and manage liquidity – including execution of working capital initiatives and oversight of the treasury function plus maintenance of a 13-week cashflow forecast
  • Develop presentation materials for BOD and creditor use, co-lead monthly financial reviews, board meetings, and other meetings with investors
  • Manage the relationship with the company’s lenders and ensure compliance with all covenants, plus comply with reporting and other requirements
  • Build and maintain a best-in-class finance and accounting function / team; implement best practices – accounting and operational as needed and recommend enhancements
  • Ensure implementation and use of appropriate IT across the organization to facilitate information tracking, performance measurement, and business management to best practices
  • Coordinate and oversee all tax reporting and distributions plus all regulatory compliance issues
  • Coordinate and oversee all audit related work, ensuring delivery of complete Audit by March 30 each year
  • Direct the preparation of annual operating and capital budgets and cash flow projections
  • Maintain and update detailed files of the Company’s capital structure, and provide information supporting quarterly valuation updates for investors
  • Company dependent: may manage IT, Human Resources, and other related administrative functions
  • Support financing and M&A activities under supervision of the BOD
  • Other activities and responsibilities as directed by the CEO or the BOD


  • Deep working knowledge of GAAP and the interrelationship of financial statements; understand accrual accounting plus revenue and expense recognition principles
  • Prior PE and BOD reporting experience and heavy PE interaction with the board; PE exit experience a plus
  • FP&A capabilities, including developing and updating full three statement financial forecasting models, 13-week cash flow forecasts, and all related analysis
  • Experience operating in levered environment, including intimate familiarity with credit agreements and associated documents
  • Deep liquidity management – including working capital initiatives, cost containment, and treasury oversight
  • Experience developing written materials and analysis needed to support capital raises and creditor negotiations
  • Strong team-building skills; ability to professionalize and stand up the finance function
  • High level of agility; ability to handle multiple, high-need priorities
  • Tech enablement experience especially around ERP implementation
  • Experience modeling synergies and capital requirements for mergers and acquisitions; integration experience with new acquisitions is a plus
  • Experience working in environments with a field labor force is a plus
  • At minimum candidate must have a B.S. degree in finance/accounting, ideally an MBA and/or a CPA


  • Excellent written and verbal skills; this individual must be able to communicate complex ideas and information clearly and concisely and lead board and c-suite level meetings
  • Ability to articulate a clear, logical point of view without abrasiveness; low ego
  • Outstanding planning and organizational skills
  • Excellent interpersonal skills and the ability to collaborate with CEO, maintaining a positive attitude
  • A powerful sense of urgency and a high level of energy
  • Ability to thrive in dynamic and diverse environments; ability to manage complex situations and ambiguity
  • Operational slant with growth mindset
  • Ability to assess team performance, drive improvement, identify need to supplement team, and help hire and retain talent as needed

BrainWorks is a premier executive search firm that delivers superior talent to drive business performance. Our consultants are experts in their practice areas, which include Accounting & Finance; Analytics, Data Science & Data Governance; Commodities Technology & Trading; Consumer Products; CRM & Direct Marketing; Cybersecurity; Ecommerce & Digital Marketing; Human Resources; IT & Data Engineering; Market Research & Consumer Insights; Operations & Supply Chain; Private Equity & Portfolio Company Leadership; and Sales.

Our Accounting & Finance Practice has deep ties across all industry sectors with an emphasis in CPG, Manufacturing, Retail, Pharmaceutical, Real Estate, Technology, Insurance and Financial Services. Having hands-on experience in corporate finance and public accounting, we are experts in representing CFO searches, along with Director Level and above, in any accounting, finance, and procurement departments. Our clients range from Fortune 100 to privately owned emerging corporations and we are highly networked in the Venture Capital and Private Equity space.

BrainWorks prides itself on quality, speed and GUARANTEED RESULTS, delivered through our unique QUASAR approach. When you partner with BrainWorks, your company will receive intelligence and industry expertise from consultants who are trustworthy, caring and passionate about your business needs. https://brainworksinc.com.

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