What are the responsibilities and job description for the Chief Financial Officer position at Pinnacle Search Partners?

Our client is a PE-backed trusted national provider of end-to-end outsourced logistics services. Their specialty is sustainable enterprise services and solutions for all-sized operations across retail, manufacturing, and distribution sectors. This team brings decades of proven expertise from working with large shippers, leading Silicon Valley companies, and top-tier consulting firms to provide reliable, high-performance services while lowering the total cost of operations.

The Chief Financial Officer will be a key executive leader responsible for aligning the financial and operational objectives of a large, asset-heavy logistics organization with the strategic priorities of its private equity stakeholders. This role involves driving financial performance, ensuring transparency, and delivering value creation through strategic planning, operational improvements, and robust stakeholder management. The ideal candidate will have extensive experience in private equity-backed companies, technology initiatives, dynamic pricing models, strategic planning, and mergers and acquisitions (M&A).

Key Position Responsibilities

Strategic Alignment with Private Equity Stakeholders :

Act as the primary interface between the company’s leadership team and private equity sponsors, ensuring alignment on financial objectives, growth strategies, and value-creation initiatives.
Develop and execute financial strategies to achieve private equity timelines, growth expectations, and exit strategies.
Provide detailed, data-driven reports and updates to private equity partners, including financial performance, KPIs, and progress on strategic priorities.

Financial Leadership :

Oversee financial planning, budgeting, and reporting to ensure alignment with company and private equity objectives.

Design and implement pricing models and cost management strategies to enhance profitability and competitiveness.

Manage relationships with financial institutions and other stakeholders to optimize the company’s capital structure and funding strategies.

Mergers and Acquisitions (M&A) :

Lead the identification, evaluation, and execution of M&A opportunities in alignment with private equity growth objectives.

Oversee all aspects of M&A transactions, including due diligence, deal negotiation, and post-merger integration.

Partner with private equity sponsors to ensure alignment on acquisition and divestiture strategies.

Technology and Process Innovation :

Champion the adoption of financial technology solutions that streamline operations, improve reporting accuracy, and enhance decision-making.

Leverage digital tools to increase efficiency, enhance transparency, and support scalability within the finance function.

Risk Management and Compliance :

Develop and implement risk management strategies to safeguard the company’s financial assets and operations.

Ensure compliance with all regulatory requirements, financial reporting standards, and private equity governance expectations.

Team Leadership and Development :

Build, mentor, and lead a high-performing finance team, promoting a culture of accountability, innovation, and continuous improvement.

Foster cross-functional collaboration to align financial goals with broader business objectives.

Professional & Personal Qualifications

Education : Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or advanced degree preferred. CPA or CFA certification is a plus.

Experience :

Minimum of 15 years in progressive financial leadership roles, with at least 5 years in a senior finance position in a private equity-backed organization, preferably in logistics or asset-intensive industries.

Demonstrated expertise in :

Aligning financial and operational priorities with private equity objectives.

Leading complex M&A transactions, including integration.

Driving technology-enabled financial and operational improvements.

Developing advanced pricing models and strategic financial plans.

Skills :

Strong relationship management skills to navigate stakeholder dynamics effectively.

Advanced proficiency in financial systems, ERP platforms, and data analytics tools.

Excellent analytical, strategic thinking, and communication skills.

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Chief Financial Officer

What are the responsibilities and job description for the Chief Financial Officer position at Pinnacle Search Partners?

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