B2b Cfo Jobs in Usa
1,143 positions found — Page 3
The ideal candidate will be an experienced salesperson who is comfortable generating sales lead with new clients and maintaining relationships with existing ones. This candidate will be able to understand a prospective client staffing needs and offer an ideal solution. The ideal candidate will have strong communication skills and have a positive track record of exceeding outlined goals. This position also requires outside sales experience with comfortability in business-to-business field activities.
Responsibilities
- Identify and target sales lead
- Build and maintain relationships with clients
- Set and exceed sales quotas
- Prospect clients and understand their needs
- Cold calling
- Excellent time management with business-to-business prosect activities
Qualifications
- Proficient in Microsoft Office suite and customer relationship management software
- Demonstrated ability to set goals and achieve them
- Strong communication skills and understanding of sales process
- Experience in managing a book of business
- Great negotiation skills
You are not applying for a role with KLUTCH MFM.
We are a recruiting service partnering with a leading 3PL company in the West Loop, and you are being considered for an Account Executive position with our client.
Account Executive role for people who hate losing.
We’ve got an Account Executive opportunity that’s built for competitors, not clock‑punchers. Unishippers is one of our top partners and a legit place to grow your sales career with leaders who actually invest in their people. The vibe is simple: win together, push each other, and keep it fun along the way.
You’ll be in a culture‑driven, “work hard, play hard” environment where the reps who win are grinders with a true hunter mindset. If you love chasing new business, staying consistent with your energy and process, and focusing on what you can control, you’ll fit right in.
If you’re the type who hates losing more than you like winning, wants a team that actually has your back, and is ready to level up your career, this could be your lane.
Want in?
Greywick was built on one belief—sales should be personal. In a world driven by digital clicks and algorithms, we focus on real conversations, trust, and lasting relationships.
Role Description
This is a full-time, on-site role located in Nashville, TN for an Entry Level Account Manager in our sales department. At Greywick, we specialize in campaign management and business acquisitions for some of the leading companies in their respective industries. This position involves face-to-face sales to new businesses. The primary responsibility is to meet and engage with business owners, one-on-one, and present solutions that will enhance their productivity.
Qualifications
- Strong skills in customer satisfaction and customer service
- Excellent communication skills
- Problem-solving skills and attention to detail
- Self-motivation, adaptability, and a positive attitude
- High integrity and a commitment to excellent customer experiences
- Bachelor's degree or relevant experience in sales, business, or related field is a plus
- Living in the Nashville area
Our Mission:
Greywick believes in providing an opportunity for our team to succeed by having a foundation built on teamwork, integrity, grit, and advancement. To us teamwork means that we win together and lose together. We’re able to work together to reach our team and individual goals. Having integrity is a necessity at Greywick; what you do when you think no one is watching means everything. Grit to the team is having the ability to push pass our limiting beliefs and provide the results our clients need. We believe that growth is a sign that a person or a business is pushing themselves to be better each day, which is why advancement is so important at Greywick. Advancement in our company shows us that we’re doing just that. We believe these are the characteristics needed to be successful in the professional world.
Additionally, We Offer:
- Great work environment
- On-the-job training and development
- Support system and stability
- Paid training
- Flexibility
- Average weekly pay (base plus commission) ranges between $800-1500+
THE ROLE IN ONE SENTENCE
You build relationships with local service business owners. We give you the software and the pitch. You earn 20% (instead of 15%) founding partner rate of every client's monthly subscription — forever, for as long as they stay.
5 clients a month for 12 months = 60 active accounts = $5,960/mo in passive recurring income — without closing a single new deal after month twelve.
WHO WE'RE LOOKING FOR
We are not looking for general sales talent. We are looking for someone with a real, warm network inside one or more of these industries:
- HVAC companies
- Plumbing and mechanical contractors
- Roofing companies
- Auto shops
- General contractors and cleaning crews
If you don't know any business owners in these verticals personally, this role is not a fit. If you have 10 of them in your phone right now, keep reading.
WHAT YOU'RE SELLING
DRIFTFORGE builds operational software that plugs the gaps left by platforms like Jobber, ServiceTitan, and Housecall. Our tools don't replace what businesses already paid for. They complete it. That positioning makes the conversation easy.
HOW THE MONEY WORKS
- 20% MRR (Instead of 15%) founding partner rate on every active client — forever, no reset
- 20% of setup fee on every new client go-live
- Enterprise deals above $1,000/mo carry additional overage splits
- Founding partner rate locked in for early partners — this rate does not get offered indefinitely
WHAT YOU'RE NOT DOING
- No cold calling random lists
- No quota that resets every quarter
- No manager, no check-ins, no micromanagement
- No custom development promises — the product is fixed and it sells itself
HOW TO APPLY
Answer one question in your application: If your first revenue check depended on a sit-down with a local service business owner by 10 AM tomorrow — what specific business are you calling, and why that one?
That question is the interview. A vague answer means we're probably not the right fit. A named person means let's talk.
Are you competitive, motivated, and looking for a career where your income and advancement are directly tied to your performance?
International Sports Management (ISM) is the global leader in executive hosting where we create environments for top companies to host existing accounts, new business prospects and internal staff for some of the biggest sporting events in the world. Our Denver office is a newly established and rapidly growing division, currently made up of one manager and small team of sales professionals, so you’ll receive on demand attention from your direct report.
Because our team is still small, this office operates with a startup-style environment inside a global company. The people who help us grow the Denver office will have the opportunity to earn quickly, develop quickly, and step into leadership roles as we expand.
We plan to build multiple new sales teams in Denver over the next year, and early team members will be in prime position for advancement. Our next training session will begin in late March, so we encourage you to apply.
What You’ll Do
• Sell corporate hospitality and ticketing packages to premier events including:
- College Football Playoff National Championship
- PGA Tour events and golf majors
- NCAA Division I Men’s Basketball Tournament
• Prospect and connect with executives and decision-makers at major companies
• Generate new business across major U.S. markets from our downtown Denver office
• Manage the full sales cycle from prospecting to closing deals
• Build relationships with companies that use sports hospitality to host clients and reward employees
This role starts as an inside sales position focused on outbound business development, with opportunities to grow into account management and leadership roles as the Denver office expands.
What We Offer
• Base salary + uncapped commission
• First-year earnings: $50K–$70K+
• Year two potential: $80K+
• Structured sales training and mentorship
• Monthly, quarterly, and annual incentives
• Medical and dental benefits
• 401(k) with company match
• Paid vacation + major holidays (4+ weeks PTO in 2025)
Who Thrives Here
• Competitive individuals motivated by performance-based earnings
• Former athletes, team leaders, or highly driven graduates
• People interested in building a long-term career in sales or business
• Strong communicators who enjoy building relationships
• Self-starters who work well in fast-paced, high-energy environments
Recent graduates and early-career professionals are encouraged to apply.
Who This Role Is NOT For
This role may not be a good fit if you:
• Prefer a slow-paced work environment
• Are uncomfortable making outbound calls or prospecting for new business
• Are looking for a job where compensation is mostly fixed salary
• Prefer highly structured roles with little competition
This role is for individuals who want to build real sales skills, control their earning potential, and grow quickly in a competitive environment.
Reporting directly to the Chief Financial Officer (CFO), the Controller will play a key role in overseeing the accounts payable, accounting, accounts receivable, tax compliance, and treasury functions for the ~ 70 Schell Brothers entities spread across multiple lines of business. The
Controller must collaborate with internal stakeholders, external auditors, tax advisors, payroll support, and other third parties. Finally, the Controller will be responsible for special projects assigned by the CFO, as we continue our finance transformation journey.
This position requires a technically proficient financial leader with a focus on ensuring accurate financial reporting, driving efficiency, and process improvement. A successful candidate will manage month-end and year-end close processes, lead the annual audit, and contribute to the overall financial health of the organization.
Responsibilities
Operational Accounting (Accounts Payable, Accounting, & Accounts Receivable)
- Oversee day-to-day operational accounting activities with an initial focus on managing the corporate accounts payable team.
- Responsible for reviewing new arrangements/contracts, including joint ventures, and creating the relevant accounting procedures.
- Responsible for monthly accounting at the execution level for our land holding line of business and will assist the CFO, as needed, and the monthly accounting for certain entities outside of our consolidated financial reporting group.
- Lead the implementation of a new expense management system (i.e. employee expense reimbursements and corporate credit cards).
- Collaborate with cross-functional teams to ensure accurate and timely recording of financial transactions.
- Responsible for reviewing open accounts receivable balances and following up with the customer, when applicable.
Month-End Close and Financial Reporting & Analysis
- Lead month-end and year-end close processes, ensuring timely and accurate financial reporting, with a goal of shortening our month-end close process.
- Responsible for recording elimination entries.
- Prepare and analyze financial statements, as requested by either the CFO or executive management.
- Provide insights into key performance indicators and perform actual to benchmark analysis (and recording reclassification journal entries when required).
- Responsible for preparing the quarterly consolidated financial reporting package, including our debt covenant compliance calculations, and providing this information to the CFO to review ahead of the deadline.
- Review balance sheet account reconciliations on a quarterly basis and helping the accounting team compile them, as needed.
Treasury
- Assist the CFO in creating cash reporting and managing liquidity.
Tax Compliance
- Assist the CFO in providing schedules and documents to our tax specialists.
- Responsible for executing tax payments and implementing tax advice from our tax specialists (including implementing any new IRS regulations).
- May be responsible for making certain tax filings such as Delaware gross receipts tax and Nashville business tax
Audit Management
- Serve as the primary liaison with external auditors during the annual audit process.
- Prepare audit requests in a timely manner and ensure compliance with accounting standards and regulatory requirements.
- Implement recommendations from auditors to enhance internal controls.
Process Improvement
- Identify and implement process improvements to enhance the efficiency and accuracy of financial operations.
- Streamline accounting processes and procedures, driving automation where applicable.
- Proactively assess and address accounting and financial risks.
Financial Compliance
- Guide financial decisions by establishing, monitoring, and enforcing policies and procedures.
- Protect assets by establishing, monitoring, and enforcing internal controls.
- Comply with federal, state, and local requirements by studying existing and new legislation; anticipating future legislation; enforcing adherence to requirements; filing financial reports; advising management on needed actions.
- Ensure compliance with GAAP and other relevant accounting standards.
- Stay abreast of changes in accounting regulations and assess their impact on financial reporting.
Team Leadership
- Lead and develop a high-performing accounting & accounts payable team, providing mentorship and guidance.
- Foster a collaborative and innovative team culture.
Experience, Skills, and Education
- Bachelor's degree in accounting is required
- CPA is required
- Master’s degree in accounting is preferred
- Big 4 public accounting experience is preferred
- 5+ years of leadership experience managing accounting/accounts payable teams for a mid-size or large company is required
- Expert knowledge of US GAAP and financial accounting & reporting requirements.
- Excellent analytical, organizational, and problem-solving skills
- Ability to communicate professionally and interact effectively with all levels of personnel
- Strong detail-oriented focus with ability to think critically
- Ability to manage multiple projects and balance competing priorities while meeting all external deadlines
- Prior construction accounting is not necessary but would be a plus
About Schell Brothers
Schell Brothers is Delaware’s largest private home builder with divisions in Richmond, VA, Nashville, TN, and Boise, ID. Our mission is to bring happiness to ourselves and our homeowners by not only creating exceptional homes and communities but also providing an extraordinary home buying experience.
We have been awarded the highest honor for a builder in North America: Pro Builder’s Builder of the Year! We also received the Great Place to Work certification and Fortune 100 Best Workplace across our divisions, highlighting the strength of our employee culture.
INTERIM CFO OPPORTUNITY:
H&H Leadership Solutions invites you to explore the outstanding opportunity with Edgerton Hospital and Health Services. With a range of services - from emergency care to diagnostic imaging, rehabilitation and surgery - we serve people of all ages in Edgerton, Milton, Janesville and the surrounding communities. Edgerton Hospital has been the center of the community’s health care since 1920, and we continue to grow and evolve in response to changing medical needs.
Ranked among the Top 20 critical access hospitals in the U.S. for patient satisfaction in 2024, Edgerton Hospital and Health Services is an independent, not-for-profit healthcare organization located in Edgerton, Wisconsin. Healthcare in Edgerton began in 1920 in a small, two-story home owned by registered nurse Edith Lockwood, whose personal hometown care set a high standard for Edgerton, Milton, and neighbouring communities. Today, Edgerton Hospital and Health Services provides a wide range of services—from emergency services, diagnostic imaging, rehabilitation, and surgery—serving patients of all ages throughout Edgerton, Milton, Janesville, and the surrounding areas. For over 100 years, they have been dedicated to bringing exceptional care to their local communities. The CFO promotes an environment and culture that enables the hospital to fulfill its Promise to the community:
The Hospital delivers this optimal care experience by achieving strategic goals focused on employee engagement, quality patient experience, clinical excellence, strong financial performance, and continued growth. Our client is seeking an impactful candidate that will promote a culture of excellence, accountability, financial stability, and superb patient care while enhancing ties to the community.
CFO candidates must possess: A comprehensive working knowledge of critical access hospital regulations and operational requirements, financial management practices operations, strategic planning, and current strategies for creating sustainability in today’s healthcare market. The organization is looking for a highly qualified and impactful CFO to help the organization excel and grow.
- Knowledge of practices and theories to direct the financial operations of a department and formulate goals and objectives consistent with federal, state, and local guidelines.
- Knowledge of management principles and theories.
- Knowledge of provider billing practices and understanding of healthcare reimbursement methodologies.
- Skill in exercising a high degree of initiative, judgment, discretion, and decision-making to achieve organization objectives.
- Skill in evaluating organization operations as they relate to policies, goals and objectives, cost, and staffing levels.
- High level of emotional intelligence and ability to both listen and communicate effectively across the organization as well as with community members and the public overall. Confident and comfortable engaging with patients, volunteers, physicians, staff members, leadership, and Board members.
- Ability to create an atmosphere that encourages innovation and high performance.
- Ability to motivate subordinates to achieve personal and professional goals through practice of continuous quality improvement.
- Knowledge of financial markets (e.g., primary and secondary markets, monetary and fiscal policy, security analysis).
- Skill in communicating the goals of a work group or business unit to team members so that individual work behavior is aligned with broader strategies.
- Skill in recognizing strategic business opportunities resulting from changes in the economic, technological, political/legal, or social environments.
- Experience and knowledge of high-reliability organization preferred.
- Experience and knowledge of the Studer principles.
- Experience with lean, Six Sigma or other process improvement philosophies.
The CFO reports directly to the hospital's Chief Executive Officer.
Education:
- Bachelor's degree in Accounting, Finance, or business-related field.
- Master's degree preferred
Experience:
- Minimum three to five years of relevant healthcare financial management experience.
- Recent experience in an acute care environment is required.
- Experience with for-profit, non-profit, and public hospital districts preferred.
- Excellent written, verbal communication and interpersonal skills
- Ability to establish and maintain effective working relationships with hospital staff and community.
- Ability to maintain confidential information concerning personal, financial, or medical matters
- Experience with Federal and state-based healthcare programs to help maximize revenue and financial opportunities including but not limited to ERC, 340b, Grants, HRSA, USDA, etc.
Licenses / Certifications:
CPA preferred with membership in HFMA
Located in the fast-growing I-90 corridor amid the rolling countryside of South-Central Wisconsin, the City of Edgerton is a thriving community located between Janesville and Madison. Edgerton is dedicated to ensuring a premier municipality for roughly 5,500 residents through its beautiful park system, safe neighborhoods, and quality public services.
Email Resumes to:
Stephen Hartz, FACHE, Principal/President Recruitment & Leadership
H&H Leadership Solutions at
H&H Leadership Solutions is a premier retained Executive Search and consulting firm. H&H’s experienced and diverse team is known for delivering results, unmatched customer service, and the ability to understand our client’s needs and culture to create tailored solutions that address their unique challenges in an evolving healthcare environment.
As a national firm, we offer a concierge level of personal service to both our clients and candidates. Let us ease your transition in leadership or to a new position. We have been linking exceptional leaders with exceptional opportunities exclusively for healthcare clients.
Visit us at or connect with us on LinkedIn!
Our client is the nation’s premier provider of managed technology services, specializing in enterprise-level document workflow and infrastructure solutions. Boasting a massive national footprint and a reputation for aggressive growth, they are looking for a high-caliber Account Executive to dominate the Cincinnati market.
This is an opportunity to join a "Best Places to Work" award-winner where top performers earn six figures and have a direct path to leadership.
Account Executive Responsibilities
- New Business Development: Identify and penetrate mid-to-large enterprise accounts within the Phoenix metro area.
- Solution Architecture: Move beyond "box-selling" to provide comprehensive, consultative technology audits that solve complex operational bottlenecks.
- C-Suite Engagement: Confidently present to CFOs, COOs, and IT Directors, focusing on ROI and long-term scalability.
- Sales Lifecycle Management: Manage the full sales cycle from initial cold outreach and discovery to closing and post-sale handoff.
- The "Hunter" Mentality: You possess a relentless drive to find new business and aren't afraid of high-volume prospecting.
- B2B Track Record: Minimum 2+ years of success in a metrics-driven B2B sales environment (e.g., SaaS, Telecom, Payroll, or Office Technology).
- Strategic Thinker: Ability to analyze a client's current spend and build a compelling financial case for change.
- Local Presence: Must be based in Arizona with the ability to travel locally to client sites.
- Base Salary + Uncapped Commission: High earning potential with a transparent, performance-based structure - $60k base , $100k-$120k OTE
- Full Benefits Suite: Medical, dental, vision, 401(k) matching, and PTO.
- Culture: A high-energy, competitive, yet collaborative environment with regular sales incentives and "President’s Club" trips.
Michele Rodriguez
Sales Recruiter
LaSalle Network
LaSalle Network is an Equal Opportunity Employer m/f/d/v.
LaSalle Network is the premier staffing and recruiting firm, earning over 100 culture, revenue and industry-based awards from major publications and having its company experts regularly contribute insights on retention strategies, hiring trends, hiring challenges, and more to national news outlets. LaSalle Network offers temporary Field Employees benefit plans including medical, dental and vision coverage. Family Medical Leave, Worker's Compensation, Paid Leave and Sick Leave are also provided. View a full list of our benefits here: View a full list of our benefits here.
All assignments are at-will and their duration is subject to change.
Diverse Staffing Services, Inc. is currently seeking a senior executive who will be accountable for the financial, accounting, payroll, tax, compliance, and transactional integrity of Diverse Staffing Services, Inc. and its affiliated entities. This is a builder‑operator role, not a passive finance seat.
The Group CFO will initially launch, scale, and integrate a new payroll, EOR, and workforce compliance services division while standardizing and modernizing financial operations across the Diverse enterprise. A critical component of this role is leading merger and acquisition strategy and execution, including diligence, valuation, integration, and long‑term enterprise value creation. The role is designed to ultimately assume full enterprise CFO responsibility upon the planned retirement of the current CFO.
This position requires deep experience in multi‑unit, national staffing and employment solutions, high‑volume payroll operations, and acquisition‑driven growth.
Core Accountabilities
Enterprise Financial Leadership & Strategy
- Own enterprise‑wide financial strategy across all operating entities and business lines.
- Serve as the financial right‑hand to the Owner/Managing Partner, advising on growth, risk, and capital allocation.
- Lead capital planning, cash forecasting, margin strategy, and risk modeling for a national, multi‑entity organization.
- Establish financial guardrails supporting organic growth, mergers, acquisitions, and new service lines.
- Maintain full P&L accountability for Diverse Workforce Solutions and other designated business units.
- Develop and maintain financial models supporting national staffing, payroll, EOR, and employment‑services economics.
Mergers, Acquisitions & Integration Leadership
- Lead the financial aspects of mergers, acquisitions, and strategic investments, including:
- Financial due diligence and quality of earnings analysis
- Valuation modeling and transaction structuring
- Assessment of payroll, tax, and compliance exposure
- Oversee post‑acquisition integration, including financial systems, payroll operations, reporting, and internal controls.
- Standardize financial operations across acquired entities while preserving operational continuity.
- Ensure the enterprise is transaction‑ready from a financial, audit, and compliance perspective.
Accounting, Controls & Audit
- Direct all accounting functions across the enterprise, including GL, AP, AR, revenue recognition, and close processes.
- Implement and maintain audit‑ready financials across all entities, including newly acquired businesses.
- Design internal controls aligned with payroll, EOR, co‑employment, and staffing risk exposure.
- Oversee external audits, tax reviews, lender reviews, and compliance examinations.
Payroll, Tax & Workforce Compliance
- Own high‑volume, multi‑state payroll funding and execution for national client workforces.
- Ensure compliance with:
- Federal, state, and local payroll tax laws
- W‑2 / 1099 classifications
- EOR, co‑employment, wage and hour, and staffing‑related exposure
- Lead payroll tax strategy, filings, reconciliations, audits, and remediation efforts.
- Actively monitor legislative and regulatory changes impacting staffing, payroll, and employment services.
Systems, Automation & Scalability
- Select and implement best‑in‑class payroll, HRIS, and accounting platforms capable of supporting national scale and acquisitions.
- Drive automation, data integrity, and reporting accuracy across the enterprise.
- Ensure integration across ATS, HR, payroll, billing, and finance systems, including acquired platforms.
- Partner with technology leadership on security, data governance, and system controls.
Leadership, EOS & Succession
- Serve as EOS financial seat owner for the enterprise.
- Build, mentor, and scale a high‑performing finance and payroll organization.
- Own Scorecards, Rocks, and L‑10 reporting.
- Lead CFO succession planning and transition over a planned 24‑month period.
Legal & Structural Business Partnership (Non‑Attorney)
- Interpret and advise on:
- Client MSAs, staffing agreements, and payroll/EOR contracts
- Partnership, acquisition, and entity structures
- Risk allocation and indemnification concepts
- Partner closely with external legal counsel (non‑practicing role).
Required Experience & Profile
Essential
- 12–15+ years of progressive finance leadership, including a minimum of 5 years at the C‑level.
- Proven merger and acquisition leadership, including diligence, integration, and scaling acquired entities.
- Builder mindset with demonstrated success designing systems, teams, and processes from the ground up.
- Deep expertise in multi‑state payroll tax compliance and high‑volume payroll operations.
- Experience in privately held, multi‑entity organizations, preferably within staffing or employment services.
- Strong FP&A leadership supporting growth, acquisitions, and margin optimization.
Preferred
- Documented success in financial leadership within staffing, EOR, PEO, or workforce solutions organizations.
- Experience supporting national, multi‑unit operations and transaction‑driven growth.
- Strong EOS fluency or demonstrated ability to operate within EOS.
- CPA, CMA, or MBA strongly preferred.
Diverse Staffing Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, disability, gender identity, protected veteran status or other protected status. Diverse Staffing is committed to providing jobs for veterans transitioning to civilian life.
A private equity–backed healthcare organization in the infusion and/or specialty pharmaceutical industry is seeking an Interim Fractional CFO to support the executive team during a critical phase of growth and strategic positioning for a potential transaction.
This role will focus on financial reporting, forecasting, KPI development, and transaction readiness, including preparing financial materials for potential buyers and organizing a comprehensive data room. During weeks where there is less activity in the M&A area, the Fractional CFO may assist the current company CFO with more routine operational and financial needs. The ideal candidate will be a hands-on financial leader who can work closely with private equity stakeholders and senior management to ensure the company’s financial story is clearly presented and supported by robust analytics. The expected duration is 4 to 6 months and the hourly commitment is 20 hours a week.
Key Responsibilities
THIS IS NOT A STRATEGIC ROLE. THIS IS A VERY HANDS ON ROLE WHERE THE CANDIDATE WILL BE PREPARING THE FOLLOWING ITEMS – NOT DIRECTING OTHERS.
Financial Reporting & Analysis
- Develop and maintain detailed financial projections and forecasting models, including multi-scenario modeling related to potential acquisitions and strategic initiatives.
- Support financial modeling associated with ongoing acquisition and integration activities.
- Prepare financial projections and supporting materials to be presented to potential buyers and investors.
- Design, develop, and maintain operational and financial KPIs relevant to the infusion and specialty pharma industry.
- Build dashboards and reporting frameworks to track performance against strategic objectives.
- Assist in preparing the company for a potential transaction or strategic exit.
- Build and maintain a comprehensive financial data room, ensuring documentation is organized and investor-ready.
- Collaborate with leadership, advisors, and private equity partners to respond to diligence requests.
- Ensure financial data integrity within the organization’s ERP and reporting systems.
- Analyze operating results and provide actionable insights to executive leadership and private equity sponsors.
Required Qualifications
- CFO or senior finance leadership experience, preferably within private equity–backed healthcare organizations.
- Direct experience in infusion services, specialty pharmacy, or closely related healthcare sectors strongly preferred.
- Proven experience supporting M&A activity, acquisitions, and/or transaction preparation.
- Deep expertise in financial modeling, forecasting, and strategic financial planning.
- Experience preparing financial presentations for investors, lenders, or potential buyers.
- Strong background building and organizing data rooms for due diligence.
- Advanced Microsoft Excel skills, including complex financial modeling.
- Power BI experience for financial analytics and dashboard development.
- Sage Intacct experience preferred
- Strong financial systems and data management expertise.