CFO / Business & Operations Leader

Confidential | Professional Services Organization

We are conducting a confidential search for a CFO / Business & Operations Leader to act as the top financial and operational executive for a professional services firm.

This role goes beyond traditional finance — it’s for a leader who enjoys being the “glue” of the organization.

Core Focus Areas

• Financial leadership: reporting, forecasting, cash management, and controls
• Operational leadership: overseeing back‑office functions and business operations
• Strategic partnership with ownership/partners on growth, efficiency, and risk
• Translating financial data into actionable business decisions
• Supporting a people‑centric, professional services culture

Ideal Profile

• CFO, Head of Finance, or senior Controller experience within professional services
• Demonstrated success leading finance and operations
• Comfortable in smaller environments where impact > hierarchy
• Pragmatic, business‑minded, and approachable leadership style

Why This Role Stands Out

• Trusted advisor role to leadership
• Long‑term impact on business direction
• High‑autonomy, low‑bureaucracy environment

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