Chief Financial Officer

Chief Financial Officer

Chief Financial Officer | PE-Backed B2B SaaS | US Remote (East Coast to Mountain Time)

Finatal has been retained to find a CFO for a PE-backed B2B SaaS business, in the lower middle market, with a strong product, a growing customer base, and a sponsor that knows how to take businesses to market. The business is in the middle of a meaningful growth phase and the board wants a finance leader in place well ahead of a planned liquidity event.

Owning the finance function end to end is key, from the fundamentals through to board reporting, strategic planning, and transaction readiness.

They need a genuine partner, not a gatekeeper.

You will be the right fit if you have:

• Held the CFO seat at a PE-backed B2B SaaS business, ideally in the lower-mid market
• Built a finance function rather than inherited one
• Taken a business through a sale process or been central to a liquidity event
• The credibility to sit alongside a founder and the discipline to deliver for a sponsor

Location: Remote. Candidates can be based anywhere from the East Coast through Mountain Time.

Competitive base, bonus, and real equity upside will be offered.

Private Equity-Backed Consumer Products & Distribution Business

Finatal is partnering with a leading consumer products & distribution company with approximately $400 million in annual revenue. Our client is seeking a strategic and hands-on Chief Financial Officer to partner with the CEO, Board, and private equity sponsor during its next phase of growth and value creation.

This is an opportunity to join a scaled platform with a diversified customer base, strong market position, and significant opportunities to drive operational excellence, profitability improvement, and strategic growth initiatives.

Key Responsibilities

• Serve as a key business partner to the CEO, Board, and investors on strategy, performance, and value creation.
• Lead all finance, accounting, FP&A, treasury, cash management, tax, audit, and risk management activities.
• Drive forecasting, budgeting, KPI reporting, and business analytics to improve decision-making across the organization.
• Partner with commercial, supply chain, operations, and procurement teams to enhance margins, optimize working capital, and improve operational performance.
• Evaluate and execute M&A opportunities, including acquisition due diligence, integration planning, and synergy realization.
• Build scalable financial infrastructure, systems, controls, and processes to support continued growth.
• Lead banking, lender, and investor relationships and support future financing or transaction activities.
• Prepare and present financial results, forecasts, and strategic analyses to the Board and ownership group.

Ideal Candidate Profile

• CFO, Divisional CFO, or VP Finance experience in a consumer products, branded products, manufacturing, distribution, or adjacent environment.
• Prior private equity experience is required.
• Experience operating in a growth-oriented, performance-driven organization.
• Strong background in FP&A, business analytics, and commercial finance.
• Demonstrated success partnering with operations and supply chain leaders to improve profitability and cash flow.
• Track record of leading transformational initiatives, including systems implementations, process improvements, and organizational development.
• Executive presence with the ability to communicate effectively with investors, lenders, boards, and senior leadership teams.