Chief Financial Officer-Confidential

Andrews & Cole has been retained to identify a CFO for a Nex-Gen agentic AI platform.

This company has closed four acquisitions at inception and expects to pursue additional strategic M&A, integrating the businesses and then exiting through an IPO or sale to a strategic partner.

The company is looking for a highly experienced CFO with M&A integration capabilities, who can serve as a critical thought partner to the CEO, as well as handle some of the upfront work involved with acquiring multiple businesses. Initially, the company will be closing three acquisitions concurrently, and the CFO will be essential to setting operating metrics, measuring performance, creating budgets and reporting to lenders and the Board. This is a "player coach" who is equally comfortable with executive-level conversations as building a budget model.

The CFO will be a key member of the leadership team and have primary day-to-day responsibility for planning, implementing, managing and controlling all financial-related activities of the Company. The CFO will be responsible for regular communication to the Board, ensuring that high-quality forecasts, strategic insight, and critical data is available to inform decision making. This individual will work closely and coordinate cross-functionally with all management team members. The CFO will first and foremost be pragmatic, driven and results oriented, with the ability to set priorities, resolve conflicts, and hold the team accountable to timelines and organizational goals in a fast-moving organization.

As an AI-native business, the company seeks a CFO familiar and comfortable with leveraging technology to drive efficiencies across people and processes. A key value creation driver involves realizing incremental margins through deploying technology internally (as well as externally). Furthermore, developing dashboards for cross-selling and strategic partnerships both play an important role in the CFO's responsibilities.

The CFO will lead all aspects of reporting, budgeting and financial planning and analysis, will maintain oversight and optimization of cashflow management, and will ensure that appropriate risk management techniques and financial controls are established and followed. In addition to financial domain responsibilities, the CFO will be accountable for key operating functions, including Business Analytics and Customer Support and will play a critical role in structuring the Company's financial and operating systems to establish the foundation for a $1B business.

SPECIFIC RESPONSIBILITIES

Financial and back-office system integration for individual M&A targets

Assess labor capacity and utilization, as well as the impact on margins

Provide leadership to the organization through financial activities including accounting, financial analysis and strategic planning.

Lead a Finance Team responsible for all financial, accounting and reporting functions.

Oversee all financial controls and reporting functions including treasury, tax, compliance, budgeting, cash management and general accounting functions.

Drive cash flow by actively managing the balance sheet for accuracy and reducing the cash conversion cycle.

Develop and manage reporting against key performance indicators.

Provide technical financial advice to department managers and increase financial literacy of the organization.

Coordinate annual operating plan and budgets, along with quarterly reforecasts.

Interdisciplinary partnering with relevant team members to assess performance trends and bridge deficits to monthly, quarterly and annual plans.

Coordinate annual third-party audits and prepare tax returns.

Manage the Company's commercial insurance and risk mitigation strategies.

Oversee the consolidation and preparation of the monthly financial reporting package for distribution to senior management and investors.

Grow the capacity and increase throughput of the business analytics function to provide insights that shape decisions of Marketing, Business Development, Product, and executive leadership teams.

Assess the Company's current IT, payments, ecommerce and subscription infrastructure, and identify improvement opportunities.

Drive key project initiatives at the direction of the CEO, including evaluating licensing agreements, diligence on mergers & acquisitions, strategic alternatives, integrations and centralization / outsourcing / automation of key finance and accounting functions.

Establish strategic purpose to the IT function to develop the capability to mine the data-rich environment into real-time, actionable, high value business insights for the senior leadership team to more efficiently and effectively manage the business.

Interact with the Company's Board of Directors.

PROFILE OVERVIEW

Proven finance leader

– Will have an exceptional track record of financial leadership, ideally within a high-growth, investor-backed business. Will be first-class across all areas of financial management including, but not limited to, FP&A, treasury, presenting timely analysis of business performance; improving control, process, and rigor around financial and operational metrics. Direct experience with private equity and / or venture capital-backed businesses is required.

Growth phase and scaling experience

– Will ideally have operated in a high-growth environment and understand the challenges of navigating an operationally complex business through this phase of its lifecycle, ideally with multiple revenue streams. Will have a bias for action, and be unafraid to roll up sleeves and be involved in operational detail when necessary. Will inspire confidence that they can grow a company (and will bring the pace, energy, commitment, and hunger required) and are comfortable with ambiguity and the challenges of scaling. Strong preference for candidates that have a demonstrated track record of driving efficient, profitable growth, not just topline expansion.

Value creation focused

– Will understand what actions and outcomes drive enterprise value creation and how to optimize for it. The ideal candidate will think like an owner and apply an enterprise value lens to all key decisions.

Commercial, with a bias for action

– Will bring a highly commercial mindset, taking a hands-on role in driving key growth metrics. Will understand the dynamics of an operationally complex environment and be able to influence and strengthen decision-making around key commercial growth levers.

People leadership and communication

– Will be an inspiring, engaging people leader and communicator. Will have a proven ability to mentor and coach lean teams and create a high-performance finance culture. Will be a strong communicator with natural problem-solving abilities who can set a clear vision and strategy. Crucially, will build strong, independent relationships across the organization, at the Board level, and with investors and third parties, serving as an overall leader.

Culture fit

– Will bring energy, a sense of urgency, and a self-starting, high-integrity and low-ego culture. Will have a balance of strategic capacity and executional ability. Will be suited to working in a fast-moving, entrepreneurial environment and a strong ambassador of the Company's culture and values.

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