Greybull Stewardship, CFO

Greybull Stewardship

10d

About The Position

Greybull Stewardship is conducting a confidential search for a Chief Financial Officer for a portfolio company: a growing services business with a large hourly workforce, a clear operating plan, and an active program of small acquisitions. As a private equity-backed company, sustained profitability is a priority. Planned growth will come from operating efficiency, better use of AI and data, continued acquisitions, and stronger management and retention of hourly talent. Reporting to the CEO, the CFO is a member of the executive leadership team and oversees accounting, human resources and recruiting, and acquisitions, each led by an established department head. This is a strategic role rather than a controller role. The CFO partners closely with the CEO on planning, cost management, and deal strategy, and uses AI tools to conduct FP&A work without adding headcount.

Requirements

At least 8–10 years of financial management leadership experience with increasing responsibility, including time as a CFO or senior finance leader in a business with a large hourly workforce, such as multi-unit restaurants, hospitality, retail, or services.
Track record of driving profitability and cost discipline.
Experience working with private equity and private equity-backed companies.
Experience managing through mergers and acquisitions, including small and mid-sized acquisitions and post-close integration.
Experience overseeing HR alongside finance, or working closely with HR on workforce planning and compensation.
Experience leading other leaders, with excellent management and organizational skills.
Hands-on fluency with AI tools and automation in finance and reporting work, and proficiency with present-day accounting systems.
Strong financial analytical capabilities, with decisions and recommendations supported by data.
Excellent written and verbal communication skills; direct and collaborative nature.
Degree in Business Administration, Accounting, or Finance.

Responsibilities

Partner with the CEO to develop and execute strategies that improve profitability and maximize enterprise value.
Lead the accounting, human resources and recruiting, and acquisitions department heads, setting clear goals while giving them room to manage their functions.
Own financial planning and analysis, using AI tools such as Claude and automation for forecasting, budgeting, and scenario modeling without adding headcount.
Build and oversee labor cost planning and reporting for a large hourly workforce, including wage rates, scheduling efficiency, and overtime.
Partner with HR leadership on hourly workforce strategy, including hiring, retention, pay structure, and employment compliance.
Design and implement a performance bonus structure tied to clear operating metrics.
Oversee month-end close, financial controls, and reporting through the established accounting manager.
Identify and drive cost reductions and operating efficiencies with the operations leadership team.
Guide acquisition strategy with the CEO and oversee diligence and integration, supporting the acquisitions lead on deal execution.
Manage cash, treasury, banking relationships, and insurance.
Prepare for and present at board meetings, and help manage relationships with private equity investors and lenders.
Actively participate in and contribute to the executive team.
Ensure compliance with local, state, and federal financial, tax, and employment reporting requirements.