Move the organization to best practice on controllership and financial management, establishing robust financial foundations post-merger across all geographies.
Improve and streamline the monthly close process across multiple entities and geographies (US, UK, Switzerland).
Implement rigorous cash flow forecasting and enhance internal spend and cash controls across all locations.
Include a monitoring mechanism for covenant compliance with lenders and PE investors.
Establish financial controls and approval processes appropriate for a scaled, multi-entity global professional services organization.
Complete the financial integration of MCE/NexGen, including finance systems consolidation, accounting harmonization, and centralized cash management.
Provide accurate pro-forma financial reporting that combines both entities and reflects synergies realized.
Build a tracking mechanism to identify, capture, and report on synergies realized through integration.
Lead financial due diligence, valuation, and integration planning for future add-on acquisitions planned for 2026 and beyond.
Develop repeatable M&A integration playbook for finance, accounting, and systems consolidation across international operations.
Develop repeatable, effective financial reporting processes including weekly flash reports, monthly operating packages, and quarterly board materials across all entities.
Work with executive leadership and functional leaders to quantify and track KPIs that drive value creation (utilization, margins, revenue per employee, client retention, etc.) across geographies.
Design and implement a standardized process for updating financial packages and ensuring data integrity across multiple currencies and accounting standards.
Provide financial analysis to support pricing decisions, capacity planning, and resource allocation across service lines and geographies.
Lead compliance, audit, risk management, board reporting, and lender reporting processes.
Codify and drive the annual budgeting process, taking the organization through an efficient, rigorous planning cycle across all locations.
Partner with the CEO, Chief of Staff, and executive leadership team to size and refine the 2026 value creation plan.
Develop rolling forecasts and scenario planning capabilities to support strategic decision-making across the global business.
Build financial models to evaluate growth investments, hiring plans, and capital allocation decisions across markets.
Review billing and revenue recognition processes across project types and geographies, ensuring compliance with accounting standards and contractual terms.
Partner with Operations and Technology teams to implement improved billing systems, time-tracking processes, and project accounting.
Optimize collections processes and DSO management across multiple clients, currencies, and contract types.
Establish pricing frameworks and profitability analysis by client, project type, service line, and geography.
Evaluate existing finance systems and finalize upgrades to new platforms (e.g., NetSuite) to improve financial reporting, analysis quality, and scalability across international operations.
Implement automation and billing platforms to improve efficiency and data quality across all locations.
Partner with IT and vendors to ensure systems integration supports multi-currency financial consolidation and reporting requirements.
Ensure systems infrastructure supports compliance requirements across US, UK, and Swiss jurisdictions.
Think holistically about the business, serving as trusted strategic advisor to CEO and executive leadership team on business strategy, growth initiatives, and value creation.
Advise and execute on acquisitions and integrations, including valuation, deal structuring, and post-merger integration.
Make pricing recommendations based on cost analysis, competitive positioning, and value to clients across different markets.
Execute on an ambitious growth path through effective capital allocation and investment decisions.
Partner with CEO and Board on long-term value creation strategy and exit readiness.
Build out a fit-for-purpose global finance team that can execute transactions, drive business decision-making through excellent reporting and analysis, and scale with the company.
Recruit, develop, and retain high-performing finance talent across accounting, FP&A, and financial operations in multiple countries.
Partner cross-functionally with People & Culture on compensation and budgeting; with Operations on capacity planning and resource allocation; with Growth on pricing and profitability analysis.
Lead additional functions over time, potentially including IT and Administrative functions as the organization scales.
Serve as key liaison with Board, PE investors, lenders, and external auditors across multiple jurisdictions.

Requirements

Bachelor's degree in Finance, Accounting, Business, or related field; MBA, CPA, or CFA preferred.
10+ years of progressive finance leadership experience, with at least 5 years in private equity-backed company settings.
Strong accounting background and controllership fundamentals with deep understanding of US GAAP and international accounting standards (UK GAAP, IFRS).
Proven experience with M&A transactions and post-merger integrations, ideally having led 2+ integrations.
Experience implementing new ERP systems (NetSuite, Sage, or similar) in resource-constrained, PE-backed environments.
Deep expertise in FP&A, cash flow forecasting, financial modeling, and value creation planning.
Experience leading compliance, risk management, board reporting, and lender reporting.
Track record of building scalable finance functions and working with PE-backed companies through growth and exit.
Experience in professional services, agency, or project-based business models strongly preferred; medical communications or healthcare experience a plus.
Significant experience with multi-country finance operations (US, UK, Europe) including multi-currency management, international tax considerations, and cross-border financial consolidation.
Experience managing international finance teams and working effectively across time zones and cultures.

Benefits

Competitive executive compensation package with base salary ranging from $250,000 to $300,000 based on experience.
Performance-based bonus opportunity.
Equity participation in the company's value creation.
Comprehensive health, retirement, and wellness benefits.
Opportunities for professional growth and leadership development in a high-growth environment.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial managementcash flow forecastingfinancial reportingM&A integrationfinancial modelingbudgetingcompliancerisk managementaccounting standardsmulti-currency management

Soft Skills

leadershipstrategic advisingcross-functional collaborationteam buildingcommunicationanalytical thinkingproblem-solvingrelationship managementorganizational skillsvalue creation

Certifications

Bachelor's degree in FinanceBachelor's degree in AccountingBachelor's degree in BusinessMBACPACFA