Chief Financial Officer

We are conducting a confidential executive search for an accomplished, entrepreneurial, and hands-on Chief Financial Officer (CFO) to lead the financial operations of three distinct, privately held businesses based in the beautiful Mount Washington Valley of New Hampshire.

This is a unique opportunity for a seasoned financial executive to bring structure, consistency, and strategic financial leadership to a diversified portfolio of businesses, each with its own operating model, revenue streams, financial complexities, and growth opportunities.

The central challenge and greatest opportunity of this position will be bringing the financial operations of three independent businesses under one cohesive financial management structure. The CFO will be instrumental in developing a unified financial strategy, establishing standardized accounting practices, improving reporting capabilities, and creating greater financial visibility across the organizations while preserving the operational independence of each business.

Reporting directly to ownership, the CFO will serve as both a trusted strategic advisor and the primary hands-on financial leader for the portfolio. Unlike traditional CFO positions supported by large accounting and finance departments, this role operates within a lean organizational structure, with one Staff Accountant reporting directly to the CFO. The successful candidate must be equally comfortable developing long-term financial strategies, advising ownership on critical business decisions, and personally managing the day-to-day financial responsibilities necessary to ensure accuracy, accountability, and operational efficiency.

The ideal candidate will bring extensive experience in multi-entity financial management, financial planning and analysis, cash flow optimization, and the implementation of scalable financial systems and processes. Experience navigating different revenue models, seasonal operating cycles, and complex financial structures will be particularly valuable.

We are seeking a proactive, resourceful, and business-minded financial executive who thrives in an entrepreneurial environment, embraces the opportunity to build and improve financial infrastructure, and takes genuine ownership of the financial health and long-term success of the organizations.

For the right individual, this position offers a rare combination of executive-level influence, direct access to ownership, operational autonomy, and the opportunity to create a lasting impact across three unique businesses.

Key Responsibilities

Strategic Financial Leadership

Provide comprehensive financial oversight and strategic direction for three independently operated businesses under common ownership.

Partner directly with ownership to establish financial objectives, evaluate business performance, and develop long-term growth strategies.

Serve as a key financial advisor on business investments, capital allocation, financing decisions, and strategic initiatives.

Identify opportunities to improve profitability, operational performance, and financial sustainability across the portfolio.

Develop financial strategies that account for varying revenue models, seasonal business cycles, and evolving market conditions.

Multi-Entity Financial Management

Direct all financial operations, including accounting, budgeting, forecasting, cash flow management, and financial reporting across the three companies.

Maintain accurate, timely financial statements for each organization while providing consolidated financial reporting to ownership.

Oversee intercompany transactions, financial reconciliations, and cost allocations.

Establish consistent financial controls, policies, and reporting procedures while recognizing the distinct operational requirements of each business.

Manage cash flow, working capital, and liquidity planning across organizations with different operating cycles and revenue streams.

Financial Planning & Business Analysis

Lead annual budgeting, financial forecasting, and long-range financial planning initiatives.

Develop financial models and performance metrics to evaluate business operations, profitability, and growth opportunities.

Analyze recurring revenue, customer acquisition economics, seasonal revenue fluctuations, operating expenses, and capital investment requirements as applicable.

Monitor financial KPIs, identify emerging trends, and provide actionable recommendations to ownership.

Conduct scenario planning, financial risk assessments, and investment analysis to support strategic decisions.

Accounting, Compliance & Financial Controls

Oversee general accounting functions, including accounts payable, accounts receivable, payroll-related financial processes, general ledger management, and month-end and year-end closing.

Ensure compliance with applicable accounting standards, tax regulations, and financial reporting requirements.

Coordinate relationships with external accounting firms, auditors, tax advisors, banking institutions, and other financial partners.

Implement and maintain effective internal controls, financial policies, and risk management procedures.

Oversee financial systems and identify opportunities to improve reporting accuracy, automation, and operational efficiency.

Operational & Executive Partnership

Collaborate closely with business leaders to align financial strategies with operational objectives.

Provide financial insight into pricing strategies, revenue optimization, expense management, and resource allocation.

Evaluate the financial impact of new products, services, capital expenditures, and business expansion initiatives.

Support leadership teams in understanding financial performance and establishing accountability for results.

Identify opportunities to leverage shared resources and operational efficiencies across the portfolio without compromising the independence of each business.

Leadership & Organizational Development

Provide leadership and direction to accounting and finance personnel across the organizations.

Develop and implement financial reporting standards, performance expectations, and accountability measures.

Mentor and develop financial team members while strengthening the overall finance function.

Foster effective communication and collaboration between finance, operations, and ownership.

Qualifications & Experience

Bachelor’s degree in accounting, Finance, Business Administration, or a related field required.

CPA, MBA, or comparable advanced financial credentials strongly preferred.

Minimum of 10 years of progressive financial leadership experience, including experience as a CFO, VP of Finance, Corporate Controller, or comparable senior financial executive.

Demonstrated success overseeing financial operations across multiple companies, business units, or legal entities.

Strong knowledge of financial reporting, cash flow management, budgeting, forecasting, and strategic financial planning.

Experience working with privately held businesses, entrepreneurial organizations, or diversified ownership groups is highly desirable.

Familiarity with businesses operating under recurring revenue, subscription-based, transactional, or seasonal revenue models preferred.

Experience with revenue recognition, deferred revenue, and complex financial reporting structures advantageous.

Proven ability to analyze financial performance, improve profitability, and implement effective financial controls.

Advanced proficiency with financial management systems, accounting platforms, and Microsoft Excel.

Strong analytical, communication, organizational, and executive leadership skills.

Benefits

Medical, dental, vision insurance – 75% paid for individual and 50% for dependents.

401K

Relocation Package

Temporary Housing