Chief Financial Officer

WellBiz Brands•Denver, CO

42d•Hybrid

About The Position

The Chief Financial Officer will be a key member of WellBiz Brands’ Executive Leadership Team and a strategic partner to the CEO, overseeing finance, accounting, and the Company’s centralized supply chain platform (WAVE). The CFO will lead all core financial functions, including FP&A, budgeting, reporting, treasury, tax, and risk management, while driving strategic initiatives such as capital allocation, M&A, and long-term growth planning across a multi-brand platform. This leader will enhance financial discipline and performance through data-driven planning, KPI development, and active balance sheet management, including liquidity, capital structure, and lender relationships. In addition, the CFO will ensure WAVE aligns with enterprise growth priorities, franchisee support needs, and margin improvement objectives, while advancing technology and AI-enabled solutions that improve productivity, scalability, and decision-making across the organization. The role is critical to supporting continued growth, partnering closely with franchisees and the private equity sponsor, and building a high-performing finance organization with the systems and processes required to scale effectively.

Requirements

Superior financial acumen
Business partner mindset
Authentic leadership
Communication and influencing skills
Experience in a management team that has transformed and grown a business
Thrive in a fast-paced, growth-oriented environment
Experience in franchising and consumer services
Experience working for an organization owned by a financial sponsor
Forward-thinking and outcomes-focused with a proven ability to prioritize and lead across the organization
Outstanding influencing and team leadership skills to drive a continued culture of financial discipline and excellence across the enterprise
Collaborative but decisive management style
Forthright and direct
High energy, charisma, and flexibility
Seasoned Finance Leader
Prior CFO experience in a fast-paced environment (or a strong #2 ready to step up), with deep expertise in FP&A and operational finance.
Private equity experience and a track record of supporting successful exits are preferred.
Multi-site consumer services experience within a franchised model is required; multi-brand experience is a plus.
Proven ability to build and lead a finance organization supporting both strategic initiatives and day-to-day operations in a growth-oriented business, including M&A.
Strong academic background, with a degree in finance, accounting, or a related field.
Acts to surpass team goals, seizing opportunities to extend the limits of what is possible
Sets continually higher goals for the team that are ambitious but achievable
Identifies and acts on new opportunities that enable performance targets to be exceeded
Seeks new challenges and is energized by exceeding targets
Creates a 2-3-year roadmap or blueprint to implement the enterprise strategy
Responsible for tracking key KPIs for the executive team's “big rocks”
Identifies and prioritizes the most critical future factors to consider in making decisions
Makes plans to address changes or trends in the external landscape (i.e., competitors, clients, and market segments) that affect WellBiz's business or area
Develops plans that consider the impact beyond one's own area, location, function, or market
Identifies all necessary stakeholders and connects with them to gain support or agreement
Negotiates with a genuine give-and-take approach that takes all parties’ perspectives into account
Takes advantage of opportunities to build strategic relationships to achieve a specific outcome
Engages others in open dialogue and adapts own influence approach to different stakeholders in ways that address their interests or concerns
Anticipates emerging or potential conflicts among all stakeholders and takes steps to pre-empt them
Multi-dimensional thinker and executor who moves fluidly between creative problem-solving, critical thinking, strategic thinking, and operational execution
Effective communicator with the ability to engage internal and external stakeholders
Positive, driven, energetic, and entrepreneurial; able to roll-up his/her sleeves to get the job done
Strong reputation for honesty and integrity.
Communicative and collegiate in approach
Agile leader that is inclusive and shows a strong awareness of different cultural approaches and styles
High integrity, low ego, and collaborative leadership style

Nice To Haves

Multi-brand experience is a plus.
Private equity experience and a track record of supporting successful exits are preferred.

Responsibilities

Lead and oversee all aspects of the Company’s finance function, including financial planning & analysis, budgeting, treasury, accounting, payroll, accounts payable, tax, and risk management.
Ensure the timeliness, accuracy, and integrity of financial reporting while strengthening operating discipline and financial visibility across the enterprise.
Provide executive leadership and strategic oversight of the Company’s centralized supply chain platform (WAVE), ensuring alignment with enterprise growth priorities and franchisee support needs.
Partner closely with the SVP, Supply Chain to improve product margin, supplier economics, inventory efficiency, and working capital performance.
Support supply chain scalability across new unit development and retail expansion initiatives, and advance systems and analytics that enhance forecasting accuracy, operational visibility, and decision-making across the platform.
Lead a proactive, data-driven financial planning and analysis team to effectively measure results and support decision-making across all levels and all functions within the organization.
Act decisively and demonstrate the ability to analyze a situation quickly and develop and implement an action plan.
Prudently manage the Company’s balance sheet, including cash flow, capital investments, working capital, liquidity needs, debt levels, and banking relationships.
Drive strategic projects in partnership with the Executive Leadership Team.
Assist in making important business decisions regarding ways to continuously improve business performance while working across the business to build relationships and drive a results-based culture focused on accomplishing organizational strategies and creating shareholder value.
Translate strategies into specific objectives and plans.
Effectively manage franchise health and receivables, including royalties and ad funds.
Establish metrics, key performance indicators, and monitoring systems that maintain accountability and manage risks.
Lead business review process for the franchise network.
Conduct strategic franchisee acquisitions and re-franchising transactions.
Earn the respect of franchisees and cultivate strong relationships; navigate challenging situations with professionalism and confidence.
Effectively communicate strategic and financial plans and results. This includes both internal and external stakeholders, including the Board, lenders, shareholders, key business partners, and other third parties, tailoring messaging appropriately.
Maintain a high level of integrity, excellence, teamwork, tone at the top, and quality throughout all activities.
Build and develop a strong team.
Succession planning and building a "bench" within the finance organization are of utmost importance.