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Financial Planning and Analysis

• Month-end close ownership: Architect and execute a repeatable 7-day monthly close process across approximately 10 profit centers on a consolidated ERP platform.
• Audit readiness and execution: Lead the inaugural financial audit by implementing segregation of duties, controls, reconciliations, and policies to ensure clean, audit-ready financials that support capital raising and lender reporting requirements.
• Balance sheet and fixed asset management: Manage accounting for a sizable fleet of assets, including depreciation schedules, inventory and accounts receivable reconciliations, and purchase-price allocations for acquisitions to maintain accurate consolidated financial statements.
• M&A integration and technical accounting: Oversee purchase accounting, opening balance sheets, and integration of acquired entities, ensuring compliance with US GAAP and audit standards within a fast-moving roll-up environment.
• Team leadership and stakeholder communication: Lead and develop the accounting team, collaborate closely with financial operations and executive leadership, and distill complex accounting issues into clear, actionable insights for non-finance stakeholders.

Director of Finance, Accounting

Controller

• Oversee US accounting ops: Lead GL management, AP/AR, payroll coordination, and month-end close.
• Drive financial reporting: Deliver timely, accurate US GAAP-compliant financials and ad hoc reports.
• Support FP&A: Own annual budgeting, forecasting, financial modeling, and budget vs actual analysis.
• Manage audit and controls: Lead annual audit process and maintain strong internal controls.
• Provide international finance support: Assist with consolidation of global entities and multi-currency reporting.

• Budgeting & Forecasting: Partner in crafting annual budgets, quarterly reforecasts, and multi-year financial models, working cross-functionally to collect inputs and boost automation for better accuracy.
• Financial Reporting & Analysis: Prepare detailed schedules for SEC filings (10-Q, 10-K), deliver monthly and quarterly financial insights, and handle ad-hoc analysis requests from Finance and the CFO.
• Month-End Close & Consolidation: Lead month-end close activities including consolidating Canadian entities and integrating joint venture data into consolidation systems.
• Compliance & Controls: Support SOX compliance efforts, assist external auditors during reviews and audits, and uphold strong financial controls.
• Process Improvement & Collaboration: Drive finance process improvements, support key initiatives and training, and collaborate with other departments to enhance communication and operational efficiency.

Financial Analyst

• Financial Reporting & Compliance: Oversee accurate and timely month-end close, ensuring compliance with GAAP and internal controls across multiple regional entities.
• Audit Coordination: Lead external and internal audit processes, managing documentation and addressing audit findings to maintain clean audit opinions.
• Team Leadership & Development: Manage and mentor accounting teams across locations, driving performance, process improvements, and professional growth.
• Operational Finance Support: Collaborate with business units to support budgeting, forecasting, and budget vs actual analysis, providing actionable insights to leadership.
• Risk & Compliance Management: Implement and monitor internal controls and compliance frameworks to mitigate financial and operational risks within the region.

Regional Controller

• RCM Oversight: Lead and grow the RCM team to ensure precise billing, collections, and reconciliation between invoiced services and cash receipts, enhancing quality of earnings and cash flow predictability.
• Financial Reporting & Analytics: Elevate financial and operational reporting by integrating franchisor system data, building dynamic financial models, and providing executive-level insights and board communications.
• Cash Flow & Forecasting Management: Establish and maintain strong cash flow reporting and forecasting processes to back strategic reinvestment and growth, including organic expansion and acquisitions.
• Cross-Functional Partnership: Work closely with business owners and operational leaders to align finance with sales-driven growth strategies, balancing operational discipline without slowing momentum.
• Transaction Readiness & PE Interface: Ready the finance function and reporting infrastructure for potential private equity deals, acting as a key finance leader through due diligence and exit activities.

Head of Finance

Accounting Manager

• Own the monthly close process: Manage journal entries, reconciliations, and month-end close across multiple acquired entities to deliver timely, accurate consolidated financials.
• Build and maintain scalable accounting infrastructure: Design and implement a unified Chart of Accounts and accounting policies optimized for multi-entity consolidation and rapid acquisition integration.
• Lead acquisition integrations and purchase accounting: Drive opening balance sheet prep, system cut-overs from QuickBooks/manuals to ERP, and operationalize the integration playbook for new acquisitions.
• Drive ERP selection and implementation: Own migration to Sage Intacct or NetSuite, managing vendors, data migration, and ensuring ERP supports high-velocity acquisition volume.
• Partner with founders and stakeholders: Deliver board-level financial reporting, KPI scorecards, cash forecasting, and act as a strategic finance partner in deal screening and capital allocation.

Director of Finance, Accounting

Controller

Financial Analyst

Regional Controller

Head of Finance

Director of Accounting