Chief Financial Officer

Bloom Equity Partners•Atlanta, GA

About The Position

The Chief Financial Officer (CFO) will shape financial strategy and drive growth initiatives for a confidential private equity-backed portfolio company. As a member of the executive leadership team, the CFO will oversee the company’s financial functions, contribute to decision-making, and support its financial health and stability. The position reports directly to the CEO and the Board of Directors. The CFO will work with the executive team to align financial strategy with long-term business goals, provide insights for planning and investment decisions, and oversee budgeting, forecasting, accounting, analysis, reporting, risk management, and compliance. The role also applies software-industry experience to strengthen the company’s commercial posture and protect financial data and intellectual property. The CFO will support potential mergers, acquisitions, and partnerships, and build, lead, mentor, and develop a high-performing finance team. The company is described as high-performing and private equity-backed, with an opportunity for meaningful impact, competitive compensation, and a comprehensive benefits package. The search is confidential; further company details will be shared with qualified candidates as the process progresses.

Requirements

  • 15+ years of progressive financial management experience.
  • Ideally, at least 3–5 years of CFO experience.
  • Private equity-backed portfolio company experience.
  • M&A experience.
  • Technical proficiency in SaaS and enterprise technology revenue recognition, including understanding ERP, CRM, and other relevant billing dependencies.
  • Based in the United States.
  • Passionate about driving the financial success of the business.

Nice To Haves

  • Exit experience.

Responsibilities

  • Collaborate with the executive team to develop and execute the company’s financial strategy in alignment with long-term goals and growth objectives.
  • Provide financial insights and recommendations to support strategic planning, resource allocation, and investment decisions.
  • Oversee budgeting, forecasting, accounting, and financial analysis, ensuring accuracy, compliance, and adherence to industry standards and regulatory requirements.
  • Prepare timely and accurate financial reports for executive management and the Board, providing actionable insights to improve business performance.
  • Evaluate and manage financial risks and implement risk-mitigation strategies to safeguard financial assets and reputation.
  • Ensure compliance with applicable financial regulations, laws, and accounting principles.
  • Use software-industry experience to assess and strengthen the company’s commercial posture and protect sensitive financial data and intellectual property from potential threats.
  • Collaborate with the executive team to identify and evaluate potential mergers, acquisitions, and strategic partnerships.
  • Build and lead a high-performing finance team and foster a collaborative, growth-oriented work environment.
  • Mentor and develop team members to enhance their skills and competencies.

Benefits

  • Competitive compensation.
  • Comprehensive benefits package.
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