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Who We Are McGuire Sponsel is a national specialty tax consulting firm founded in 2007. We serve 500+ CPAs and businesses across the country. We pride ourselves on combining technical expertise with exceptional client service. We have 5 offices throughout the United States: Indianapolis (HQ), Atlanta, Dallas, Phoenix, & Detroit. We are a rapidly-growing consulting firm and pride ourselves on finding and cultivating the best talent! Read about our GREAT culture below... Core Values Growth Mindset: We embrace challenges as opportunities to learn and evolve. With a deep desire to continuously level up, we approach our work with curiosity, humility, and a willingness to fail forward. Progress is built on iteration, not perfection. Relationship Focus: We invest in authentic, trusting relationships — with our clients, our teammates, and ourselves. We lead with honesty, communicate openly, and collaborate with intentionality. Strong relationships are our foundation for great work and long-term success. Strives for Excellence: We hold ourselves to the highest standards of integrity, quality, and intelligence. From strategic thinking to technical execution, we take pride in delivering exceptional work. Excellence is not an outcome — it's a mindset we bring to everything we do. Awareness: We operate with emotional intelligence and self-awareness, understanding how our actions impact others and the broader team. We're committed to personal growth, constructive feedback, and leading ourselves before leading others. Tenacity: We show up with resilience, grit, and determination — especially when the work gets hard. We're solutions-oriented, driven, and persistent in pursuing the best outcomes for our clients and our team. We don't give up; we level up. Role Overview The mission of the CFO is to drive the company's financial strategy and long-term value creation by aligning financial planning, risk management, and capital allocation with business objectives. The CFO is a strategic partner to the Managing Shareholder and the executive leadership team, not solely a steward of the books. This leader owns the financial architecture of the business — the systems, the forecasting discipline, the capital decisions, and the reporting that gives leadership a clear and honest view of performance. The CFO translates financial insight into decisions that improve profitability, protect the organization from risk, and position it for sustainable growth. Read more about McGuire Sponsel here. Department : Finance Reports to : Managing Shareholder Type : Full-time, exempt Responsibilities Define and lead the company's financial strategy aligned with business goals. Translate corporate strategy into financial targets, operating budgets, and measurable performance goals across business units. Establish the financial planning calendar and cadence — annual budget, rolling forecast, and periodic re-forecasts — and hold leaders accountable to it. Optimize investment decisions, funding strategy, and resource allocation. Evaluate investment opportunities, new service lines, technology spend, and acquisitions using consistent, well-defined return criteria. Oversee financial risks, reporting, forecasting, and long-term sustainability. Maintain cash flow forecasting and working capital management that keeps the business solvent and flexible through variable conditions. Build and maintain the internal control environment, ensuring compliance with GAAP, tax, and applicable regulatory requirements. Lead scenario and sensitivity planning so the leadership team understands the downside cases as clearly as the base case. Oversee the annual audit, tax filings, and relationships with external accountants, auditors, and advisors. Partner with the Managing Shareholder and leadership team to drive growth and performance. Partner with revenue and operations leaders on pricing, margin management, utilization, and productivity. Bring financial rigor to compensation design, incentive plans, and headcount planning in partnership with People/HR leadership. Build the finance function itself — hire, develop, and retain a team capable of supporting the company at its next stage of scale. Communicate financial performance and strategy to Shareholders and Practice Line leaders. Present financial results and forward-looking strategy in terms non-financial stakeholders can act on. Manage relationships with lenders, investors, auditors, and other external financial partners. Ensure transparency and consistency in how financial performance is communicated across the organization. Role Competencies Accounting & Financial Systems, Processes & Technology: Ability to manage, optimize, and leverage accounting systems, processes, and technology to ensure accurate, efficient, and scalable financial operations. Team Leadership: Ability to lead, develop, and align a team to achieve high performance by setting clear expectations, driving accountability, and fostering a strong, collaborative team environment. Analytical Thinking: Ability to interpret data, identify patterns, and draw meaningful conclusions to support decision-making. Strategic Thinking: Ability to anticipate future opportunities and challenges, connect actions to long-term goals, and develop plans that drive sustainable business success. Financial Risk Management: Ability to identify, assess, and mitigate financial and compliance risks while ensuring appropriate controls and governance are in place. Role Qualifications Bachelor's degree in accounting, finance, or related field; CPA and/or Masters degree preferred. 10+ years of progressive financial leadership experience, including 5+ years at the CFO, VP Finance, or equivalent executive level. Background in M&A, integration, or other transaction work. Background in multi-entity complexity. Demonstrated ownership of financial strategy, forecasting, and capital allocation for an organization of comparable scale and complexity. Experience building and leading finance teams, including hiring, development, and succession. Experience in implementing or upgrading ERP, financial reporting, or business intelligence systems. Proven ability to present financial information credibly to boards, ownership groups, and non-financial audiences. Strong working knowledge of GAAP, financial controls, and audit and tax processes. Advanced proficiency in Microsoft Excel. Valid U.S. driver's license and reliable transportation. Ability to travel up to 10% for executive leadership meetings. Ability to work mostly in-office. Preferred but not required: prior experience working in financial services or at a consulting firm. Benefits & Perks Health, dental, & vision insurance Pet Wellness (Wagmo) Voluntary STD benefits and company-paid LTD Flexible Spending Accounts and Health Savings Accounts Life and Accidental Death & Dismemberment Insurance Supplemental Benefits (Accident, Cancer, Hospital Indemnity, & Critical Illness) Savings Marketplace – discounts on hotels, flights, movie tickets, electronics and more 401(k) with employer match 4 weeks of PTO 9 paid holidays & Summer Fridays Wellness programs Professional development opportunities Team-building events and social outings Clear career path and advancement opportunities EEO Statement McGuire Sponsel is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic.

Attolon Partners has been retained by a highly respected, well-established Mid-Atlantic law firm to identify its next Chief Financial Officer. This is an opportunity for an accomplished finance executive to join the firm's senior leadership team and play an important role in its continued evolution. Working closely with executive leadership and firm partners, the CFO will lead the finance function while bringing greater insight, discipline and strategic perspective to financial and business decision-making. The mandate extends well beyond accounting and reporting. The CFO will help modernize financial systems, processes and reporting; strengthen planning and analytics; and provide leadership with greater visibility into performance, profitability and financial trends. Requirements: Bachelor's degree in Accounting, Finance, or related field and CPA required. 15+ years of progressive finance and accounting experience, including significant senior leadership responsibility for a complex professional services organization. Law firm or professional services financial leadership experience required. Prior CFO, senior finance executive, or comparable leadership experience is preferred. Deep understanding of law firm economics and financial operations, including partner compensation and distributions, profitability, pricing, realization, WIP, collections, trust accounting, and working capital management. The ideal candidate is an experienced finance leader with a strong technical foundation who can move comfortably between strategy and execution. They will be analytical, commercially minded and confident working with sophisticated stakeholders, while remaining hands-on enough to understand the details of the business.

Job Description The Chief Financial Officer (CFO) is responsible for the organization's financial strategy, stewardship, integrity, and long-term sustainability. The CFO provides enterprise-wide leadership across accounting, financial planning and analysis, treasury, investments, capital structure, loan portfolio finance, tax and regulatory reporting, internal controls, audit, and financial risk management. The CFO serves as a strategic partner to the President & CEO, Chief Operating Officer, Board of Directors, and management team, translating complex financial, portfolio, and market information into decisions regarding resource allocation, pricing, liquidity, reserves, capital deployment, investments, and organizational risk. The CFO leads budgeting and multi-year financial planning, financial reporting, Board and committee governance, and financial controls, while overseeing the performance and sustainability of INvestEd's lending and refinancing activities, including portfolio analytics, credit performance, loan loss reserves, funding structures, servicing economics, and new products and partnerships. This role requires technical depth, executive judgment, a collaborative leadership style, and an authentic commitment to INvestEd's mission and statewide impact. Responsibilities Financial Strategy and Enterprise Leadership Develop and execute INvestEd's long-term financial strategy, advising the President & CEO, COO, Board, and management team on financial sustainability, capital structure, resource allocation, pricing, investment priorities, and enterprise risk Lead financial modeling and scenario planning for strategic initiatives, partnerships, new loan products, mission programs, acquisitions, and asset transactions, translating financial and market data into clear recommendations for executive and Board decision-making Partner with executive leadership to incorporate financial considerations into organizational planning and major decisions, including assessing the impact of economic and capital-market conditions, interest rates, credit cycles, and funding markets on INvestEd's balance sheet, loan portfolio, and long-term financial plan Accounting, Reporting, Budgeting, and Controls Oversee accounting, financial reporting, budgeting, forecasting, cash management, and financial administration, including the annual operating and capital budget process, rolling forecasts, and multi-year financial plans Ensure timely and accurate financial reporting and maintain strong internal controls, financial policies, approval authorities, and documentation; oversee the annual independent audit, tax and regulatory filings, and coordination with external auditors, advisors, and service providers Drive continuous improvement and appropriate automation across finance processes, systems, data architecture, and reporting tools to strengthen efficiency, accuracy and financial oversight Loan Portfolio Finance and Credit Performance Provide financial leadership for INvestEd's private education loan and refinancing portfolios, including profitability, credit performance, pricing, funding, liquidity, and long-term sustainability Monitor portfolio performance and risk, including originations, disbursements, delinquencies, defaults, prepayments, recoveries, servicing costs, net interest margin and portfolio concentration; oversee reserve methodologies, stress testing, credit loss analysis, and capital adequacy Evaluate the financial impact and risk of new products, underwriting changes, servicing arrangements, capital sources, lending partnerships, collaborating across internal teams and external service providers to support responsible lending and accurate financial execution Treasury, Investments, Capital, and Liquidity Lead treasury strategy, cash forecasting, liquidity management, reserve policy, investment oversight, and the prudent deployment of organizational assets, including compliance with investment policies, debt covenants, reserve requirements, and restrictions on designated or restricted funds Assess and manage interest-rate, liquidity, counterparty, market, and funding risks, and support debt issuance, refinancing, credit facilities, securitization, structured funding, and other capital transactions aligned with INvestEd's strategy Manage relationships with banks, trustees, investment managers, rating agencies, lenders, capital providers, and other financial counterparties Governance, Audit, Compliance, and Risk Management Serve as the primary finance liaison to the Board of Directors and relevant committees, providing clear financial reporting, forecasts, portfolio and liquidity trends, risk analysis, and recommendations to support informed governance and strategic decision-making Partner with the COO and other leaders to maintain an integrated enterprise risk framework addressing financial, credit, operational, regulatory, cybersecurity, vendor, and reputational risks Ensure compliance with applicable nonprofit, lending, tax, accounting, financial reporting, and regulatory requirements; maintain effective relationships with auditors, regulators, counsel, consultants, and other advisors, and oversee timely remediation of identified findings or control gaps External Representation and Strategic Partnerships Represent INvestEd with financial institutions, capital providers, investment partners, auditors, regulators, public officials, education partners, and other external stakeholders, clearly communicating the organization's financial model, stewardship practices, and mission impact Develop and support strategic relationships that strengthen INvestEd's financial capacity, mission reach, market credibility, and long-term sustainability while promoting transparency, prudent financial management, and responsible lending Requirements At least 10 years of progressively responsible financial leadership experience, including significant experience in a senior finance role with enterprise-wide responsibility Demonstrated experience leading financial strategy, accounting, budgeting and forecasting, treasury, investments, audit, internal controls, and Board reporting within a complex organization Experience in lending, banking, consumer finance, public finance, nonprofit finance, asset management, insurance, or another regulated financial environment; education finance or student lending experience preferred Strong understanding of loan portfolio economics, credit performance, reserves, liquidity, capital deployment, interest-rate risk, financial modeling, and scenario analysis Deep knowledge of generally accepted accounting principles, audit practices, internal controls, tax and regulatory reporting, and governance requirements applicable to nonprofit or public-benefit organizations Demonstrated ability to present complex financial information to executive leadership and Boards and establish credibility with auditors, regulators, financial institutions, investment managers, capital providers, and other external stakeholders Proven success building and developing high-performing teams and improving financial systems, processes, controls, reporting, forecasting, and analytical capabilities through effective use of technology Exceptional integrity and judgment, with a collaborative leadership style and the ability to identify risk, challenge assumptions, influence across functions, and support INvestEd's mission and long-term interests Education/Experience Bachelor's degree in accounting, finance, economics, business administration, or a related field required. Preferred Credential Requirements CPA strongly preferred. An MBA, CFA, MPA, or other relevant advanced degree or professional credential is desirable. THE IDEAL CANDIDATE INvestEd seeks a disciplined, mission-driven financial executive who combines strong technical expertise, strategic judgment, and a commitment to sound financial stewardship. The ideal candidate will bring significant leadership experience in financial services, lending, nonprofit or public finance, banking, insurance, higher education finance, or another asset-intensive and regulated environment. Experience overseeing loan portfolios, investments, liquidity, capital structures, or other complex financial assets is highly valued, along with the ability to move effectively between detailed financial matters and enterprise-level strategy. The successful candidate will demonstrate strong governance, sound judgment, transparency, and the ability to earn the confidence of executive leadership, the Board, auditors, regulators, financial partners, and staff. The CFO must be able to challenge assumptions, identify emerging risks, and provide clear financial counsel while remaining focused on INvestEd's mission and long-term responsibilities. The role also requires a collaborative leader who will strengthen the finance team, modernize systems and processes, and improve financial understanding across the organization. The successful candidate will lead with integrity, humility, emotional intelligence, and a commitment to developing others. Benefits INvestEd offers a competitive executive compensation package, including base salary, a performance-based incentive opportunity, and a comprehensive benefits program. Final compensation will be commensurate with experience and approved in accordance with INvestEd's governance and compensation practices. About INvestEd INvestEd is Indiana's free expert resource for students and parents seeking help with planning for education beyond high school and financial aid. INvestEd's team assists families in understanding how to fund college wisely and minimize student loan debt. We believe strong choices before college are the best way to limit excessive student loan debt after college. That's why our efforts focus on providing friendly, free, expert financial aid help to students, families, and counselors. Website: https://investedindiana.org Contact Information Contact: Rebecca Castro Email: careers@investedindiana.org Phone: (317) 715-9000 Address: 301 Pennsylvania Parkway, Suite 360, Indianapolis, IN, 46280

Arkansas Talent Group is searching for an experienced, hands-on Chief Financial Officer (CFO) for its client, a growing multi-location company in the construction equipment sales and rental industry. Based in Jacksonville, Arkansas, this executive will join the senior leadership team and serve as a strategic business partner to the President/CEO while leading the company's finance and accounting functions. The organization currently generates approximately $15–$20 million in annual revenue and operates locations across Arkansas and several surrounding states. This is not a purely accounting-focused CFO position. The company is seeking a financially sophisticated business leader who can understand the operation, identify opportunities to improve profitability and cash flow, evaluate investments, strengthen financial reporting, and help leadership make better business decisions. The right person will be equally comfortable digging into the numbers and sitting at the executive table. They should think like an owner, manage cash like a banker, and evaluate capital like an investor. What You'll Do Financial Strategy & Business Performance Lead the company's financial strategy, planning, forecasting, budgeting, and long-term financial decision-making. Partner closely with the President/CEO and senior leadership team to evaluate business performance, identify opportunities, challenge assumptions, and support strategic decisions. Develop stronger financial visibility into the business and translate financial information into clear, actionable recommendations for operational leaders . Identify and implement opportunities to improve profitability, margins, cash flow, working capital, and return on invested capital . Develop meaningful KPIs, dashboards, and management reporting that allow leadership to better understand performance and make informed decisions. Increase visibility into branch, product, and equipment profitability and help leadership understand where the company is—and is not—generating appropriate returns. Develop a disciplined framework for evaluating capital allocation, investments, equipment purchases, and other growth opportunities. Cash Flow, Capital & Banking Lead cash flow forecasting, working capital management, and liquidity planning. Oversee banking relationships, financing, lender communications, and debt compliance. Evaluate capital investments and equipment fleet performance with a focus on ROI, utilization, profitability, and long-term value creation . Help leadership balance growth opportunities with appropriate cash management and financial discipline. Accounting, Reporting & Systems Oversee accounting operations, financial reporting, internal controls, audits, and tax coordination. Lead and develop a small accounting team , establishing clear expectations while providing mentorship, accountability, and support. Improve the quality, accuracy, usefulness, and timeliness of financial reporting . Evaluate existing processes and controls and implement improvements where appropriate. Lead financial systems, reporting automation, and ERP optimization initiatives. The company currently utilizes Acumatica , so prior experience with Acumatica or a similar ERP platform is strongly preferred. Multi-Location Operational Leadership The CFO will support financial performance across a growing multi-location organization with operations in Jacksonville/Central Arkansas, Northwest Arkansas, Oklahoma City, Tulsa, San Antonio, Memphis, Nashville, Birmingham, Mobile, and Knoxville. This position will require some travel, particularly during the first year, as the CFO visits company locations, develops relationships with branch leadership, and gains a firsthand understanding of how each operation functions. The goal is not simply to analyze locations from the corporate office. The CFO should understand the business at the operational level and use that knowledge to help improve financial performance throughout the organization. Leadership Style Matters The company has a number of experienced, long-tenured employees and leaders who know the business extremely well, and the successful CFO will recognize the value of that institutional knowledge. At the same time, the organization is looking for a CFO with the confidence, expertise, and business judgment to identify what needs to change and lead those improvements to completion. This requires a leader who can: Build credibility and strong working relationships across departments and locations. Listen and seek to understand the business before immediately changing established processes. Respect differing perspectives, responsibilities, and leadership styles. Explain financial concepts, recommendations, and new processes in a way that is clear, practical, and respectful. Challenge assumptions and hold others accountable without creating unnecessary friction or approaching change with a heavy hand . Navigate sensitive conversations with diplomacy while remaining confident enough to make recommendations and move initiatives forward. Balance relationship-building with execution and accountability . The company is not looking for someone who simply tells people what they are doing wrong. It is looking for a leader who can earn trust, influence others, and successfully implement meaningful change. What We're Looking For Required Bachelor's degree in Accounting, Finance, Business, or a related field . 10+ years of progressive financial leadership experience . Experience in a senior finance leadership role , such as CFO, VP of Finance, Controller, Assistant Controller, or a comparable position with significant financial and operational responsibility. Strong background in financial planning and analysis, forecasting, budgeting, cash management, working capital, and business performance improvement . Demonstrated ability to use financial information to identify and execute opportunities for improved profitability and operational performance . Experience overseeing accounting operations and developing finance/accounting teams. Experience working within a multi-location business environment . Strong business acumen and the ability to understand how operational decisions ultimately affect profitability, cash flow, and return on capital. Excellent interpersonal and communication skills with the ability to build effective working relationships across a diverse leadership team. Willingness to travel periodically to company locations, with increased travel anticipated during the first year. Preferred CPA and/or MBA . Experience in construction equipment sales or rental, equipment rental, industrial distribution, manufacturing, or another asset-intensive business . Experience within a privately held, entrepreneurial organization , particularly one in the $10M–$50M revenue range. Experience with Acumatica or a comparable ERP platform. ERP implementation, optimization, reporting automation, or financial systems improvement experience. Experience evaluating equipment or other capital-intensive investments and ROI . First-Year Priorities The incoming CFO will be expected to quickly learn the organization and build relationships throughout the company while beginning to strengthen its financial infrastructure. Key priorities will include: Improving the quality and timeliness of financial reporting. Implementing meaningful KPI dashboards and management reporting. Strengthening cash flow forecasting and working capital performance. Increasing visibility into branch, product, and equipment profitability. Developing a disciplined capital allocation and investment framework. Building strong relationships with leaders throughout the company's locations. Identifying opportunities to improve processes and financial systems without unnecessarily disrupting what is already working. Supporting measurable improvements in profitability and return on invested capital . The Ideal Candidate The successful candidate will combine strong financial expertise with operational leadership and exceptional interpersonal judgment. They will be comfortable rolling up their sleeves, digging into the details, challenging assumptions, and driving accountability—but they will also understand that successful change requires trust, credibility, tact, and respect for the people who have helped build the company. This position is approximately: 50% Operator — improving financial processes, reporting, cash management, accountability, and day-to-day financial performance. 25% Capital Allocator — evaluating equipment, investments, working capital, and other uses of company resources. 25% Strategist — partnering with the President/CEO and leadership team to improve profitability and guide the company's continued growth. For an accomplished financial leader who wants to move beyond traditional accounting and have a meaningful impact on the operations, profitability, and future direction of a growing multi-location company, this is an excellent opportunity. For more information, please apply directly or reach out to Bailey Clark at bailey.clark@arkansastalentgroup.com or Laura Slay at laura.slay@arkansastalentgroup.com Arkansas Talent Group is an Executive Permanent Placement Recruitment Firm; all considerations will be held confidential.

We are seeking an experienced Chief Financial Officer in Atlanta to provide financial leadership and support the company's continued growth. The CFO will work closely with the CEO and leadership team and will be responsible for overseeing the company's financial operations while also contributing to broader business strategy. This is a hands-on leadership opportunity for someone who can manage the day-to-day finance function while also helping the organization improve its processes, reporting, planning, and overall financial performance. Responsibilities Provide overall leadership for the finance and accounting functions. Oversee financial reporting, budgeting, forecasting, cash management, tax, audit, and financial controls. Ensure accurate and timely financial reporting to senior leadership and other key stakeholders. Develop and maintain budgets, forecasts, financial models, and long-term financial plans. Monitor company performance and provide leadership with financial analysis and recommendations. Partner with operational leaders to improve financial performance and accountability. Lead financial analysis and due diligence related to M&A opportunities, including evaluating potential transactions and supporting transaction execution. Oversee the financial integration of acquired businesses, including systems, reporting, accounting processes, controls, and organizational integration. Assist with post-acquisition integration efforts to ensure consistent financial processes and reporting across the organization. Evaluate business opportunities and provide financial analysis to support strategic decisions. Develop and improve accounting processes, systems, controls, and reporting capabilities. Manage relationships with external advisors, auditors, financial institutions, and other business partners. Ensure compliance with applicable accounting standards, tax requirements, and company policies. Lead, develop, and expand the finance and accounting team as the organization grows. Serve as a trusted financial advisor to the CEO and senior leadership team. Qualifications Significant experience in a senior finance or CFO-level leadership role. Strong background in accounting, financial reporting, FP&A, and financial management. Experience with M&A, financial due diligence, and post-acquisition integration. Experience leading and developing finance and accounting teams. Demonstrated ability to improve processes, systems, and financial reporting. Strong analytical, communication, and leadership skills. Ability to operate effectively in both strategic and hands-on capacities. Experience in a growing or changing organization preferred. CPA, MBA, or other relevant credentials are a plus.

Executive Opportunity: Chief Financial Officer Location: Houston, TX Position Type: Direct Hire / Full-Time Represented By: Warren Recruiting Warren Recruiting has been retained by a top-tier, highly regarded Law Firm to identify their next Chief Financial Officer . Reporting directly to executive leadership, the CFO will serve as the firm's senior financial executive, providing strategic direction across all financial operations, capital management, and fiscal strategy. This role offers an exceptional platform for a sophisticated, business-minded CPA ready to take on a key leadership role, partner with senior stakeholders, and modernize financial infrastructure for long-term growth. If you are a financial leader who balances technical precision with strategic foresight, this opportunity provides high visibility, leadership authority, and a true seat at the table. Key Strategic Priorities Strategic Financial Leadership: Serve as a trusted advisor to executive leadership, translating complex financial data, variances, and performance trends into actionable business insights and growth strategies. Capital & Treasury Management: Direct cash flow, treasury, lockbox services, and banking relationships; manage short-term liquidity, working capital, and strategic investment of surplus funds. Departmental Elevation: Supervise, mentor, and build a high-performing financial team (including Assistant Controller, Accounting Manager, Payroll Manager, and Senior Accountants), fostering a culture of accuracy, continuous improvement, and professional growth. Systems & Process Modernization: Oversee the administration, optimization, and reporting capabilities of enterprise financial management software and tech stacks to improve operational efficiency and reporting agility. Comprehensive Fiscal Operations: Ensure flawless execution across budgeting, forecasting, general ledger management, financial statements, partner/owner financial activities, and trust accounting. Governance & Internal Controls: Develop, implement, and refine robust accounting policies and internal controls to protect assets, ensure audit readiness, and maintain strict regulatory and tax compliance. Ideal Profile Active CPA Required: A Bachelor's degree in Accounting or Finance paired with an active CPA license. Proven Leadership Experience: At least 8+ years of progressive financial management experience, alongside 5+ years of direct team leadership. Professional Services Background: Strong background in partnership accounting, professional services, or legal industry environments (experience with legal billing systems and client trust accounting is a major plus). Technical & Financial Expertise: Deep mastery of GAAP, internal controls, tax compliance, payroll administration, audit coordination, and advanced enterprise ERP systems/Excel. Executive Presence: Outstanding written and verbal communication skills with the confidence, discretion, and gravitas to present financial insights to executive committees and key stakeholders. Why Consider This Role? Executive Influence: Drive core operational and strategic decisions in direct partnership with top leadership. Growth & Leadership: A high-impact role where you can lead, shape, and elevate an established finance and accounting organization. Attractive Workplace Flexibility: Located in a premier Houston office with hybrid/remote flexibility, supported by a highly competitive executive compensation and benefits package. Confidential Inquiries To explore this opportunity in strict confidence, please contact Warren Recruiting directly or submit your credentials through our executive search portal.

Position: Chief Financial Officer Reports to: Chief Operating Officer Classification: Exempt Compensation: 220,000-260,000 About 501(c) Services 501(c) Services exists to strengthen the organizations that strengthen our communities. Through innovative business services, risk management solutions, and strategic partnerships, we help nonprofit organizations operate more effectively, manage risk responsibly, and maximize their ability to fulfill their missions. Our work supports hundreds of nonprofit organizations whose collective impact reaches millions of people. As our organization continues to grow and evolve, we are seeking an experienced financial executive who shares our commitment to responsible stewardship, collaborative leadership, and continuous improvement. The Opportunity The Chief Financial Officer serves as a strategic member of the Executive Leadership Team and is responsible for ensuring the long-term financial strength, operational integrity, and sustainability of 501(c) Services, its captive insurance company, and the 501(c) Agencies Trust. This role extends beyond traditional financial management. The CFO serves as a trusted advisor to executive leadership, the Board of Directors, and the Board of Trustees, translating complex financial information into thoughtful strategy while ensuring every financial decision supports the organization's long-term mission and objectives. This position requires an executive who is equally comfortable discussing enterprise strategy in the boardroom, partnering with department leaders to solve operational challenges, and remaining engaged in the day-to-day financial management expected within a growing, entrepreneurial organization. Success in this role requires intellectual curiosity, exceptional judgment, humility, and the ability to build trusted relationships across every level of the organization. What You'll Lead Strategic Financial Leadership Provide executive leadership for all financial operations across 501(c) Services, the captive insurance company, and the 501(c) Agencies Trust. Lead long-term financial planning, annual budgeting, forecasting, financial reporting, treasury management, cash flow planning, and financial analysis. Develop financial strategies that position the organization for sustainable growth. Continuously evaluate financial performance, identifying opportunities, risks, and emerging trends. Executive Partnership Serve as a strategic thought partner to the Executive Leadership Team. Collaborate with leaders across the organization to evaluate opportunities and strengthen operational performance. Communicate complex financial information clearly to financial and non-financial audiences. Governance & Board Relations Develop productive partnerships with the Board of Directors and Board of Trustees. Present financial results, forecasts, investment performance, and organizational risks. Support Board committees through analysis and strategic recommendations. Enterprise Risk & Compliance Maintain strong financial controls that protect organizational assets. Oversee audits, tax reporting, regulatory compliance, and external advisor relationships. Continuously improve financial systems, reporting tools, and internal controls. Treasury, Investments & ESOP Administration Provide oversight of treasury operations, investments, liquidity management, and capital planning. Administer the Employee Stock Ownership Plan (ESOP) with trustees and external partners. Leadership & Organizational Development Lead, mentor, and develop a high-performing finance team. Build collaborative partnerships across departments and strengthen organizational capacity. What Success Looks Like Become a trusted advisor to executive leadership and governance bodies. Strengthen financial reporting and strategic decision-making. Lead successful audits while maintaining exceptional compliance. Improve systems that increase efficiency and scalability. Develop a finance team recognized for collaboration and excellence. Who You Are You are a collaborative executive who combines strategic thinking with operational discipline. You enjoy solving complex business challenges, communicate with clarity, build trust across diverse stakeholders, and lead with integrity, humility, accountability, and curiosity. What Will Help You Succeed We recognize there are many paths to becoming an exceptional financial leader. Rather than viewing qualifications as a checklist, we encourage candidates whose experience aligns with many of the capabilities below to apply. Experience leading finance, accounting, financial planning, treasury, or related executive functions. Success developing long-term financial strategy and organizational sustainability. Knowledge of budgeting, forecasting, reporting, internal controls, audits, investments, and enterprise risk management. Experience presenting to executive leadership, boards, or trustees. Ability to translate complex financial concepts into practical recommendations. Collaborative leadership grounded in integrity, sound judgment, and continuous learning. CPA, MBA, or other advanced financial credentials are welcomed but not required. Why Join 501(c) Services This is an opportunity to help shape the financial future of an organization dedicated to strengthening nonprofit organizations and the communities they serve. You will join a collaborative executive leadership team committed to thoughtful decision-making, responsible stewardship, and sustainable growth. Our Commitment to Inclusion 501(c) Services is committed to creating a workplace where every employee experiences; respect, belonging, and opportunity. We welcome applicants with diverse backgrounds, perspectives, identities, and lived experiences because they strengthen our organization. If this opportunity excites you—even if you don't meet every listed qualification—we encourage you to apply. Reasonable accommodations are available throughout every stage of the hiring process and employment. Equal Opportunity Employer We are an Equal Opportunity Employer committed to creating an inclusive workplace. We consider all qualified applicants for employment without regard to race, color, religion, sex, gender, gender identity, gender expression, sexual orientation, national origin, ancestry, age, disability, medical condition, genetic information, marital status, military or veteran status, reproductive health decision-making, or any other characteristic protected by applicable federal, state, or local law. We provide reasonable accommodations to qualified individuals with disabilities and for sincerely held religious beliefs, practices, and observances, in accordance with applicable law.

Roessel Joy has partnered with an established construction company on a CFO position. The ideal candidate will have experience working in the construction industry, experience working in a multi-state environment, and experience working well cross functionally. Responsibilities: Operate as a hands-on accounting/finance leader. Own the month-end-close process. Own the budgeting & forecasting activities. Manage the banking relationships. Support system/technologies improvements. Oversee accounting team members. Prepare financials for board review. Support strategic initiatives. Qualifications: Bachelors degree. 10+ years of experience. Strong staff management experience. Construction industry experience. Strong communication skills, and the ability to work well cross-functionally.

Come join the 22nd District Agricultural Association – Del Mar Fairgrounds (District) to help shape the future of an organization that plays a unique role in the San Diego community.! The Chief Financial Officer (CFO) oversees a broad portfolio of business services, including finance and accounting, investments, debt, risk management, contracts and purchasing, payroll, human resources, and strategic information. Working closely with executive leadership, the CFO will help translate strategy into action, strengthen organizational performance, and ensure the District is positioned for long-term success. View the Recruitment Brochure

Job Title : Chief Financial Officer (CFO) Location : Tampa, FL Compensation : ~$450k Total Comp Job Type : Full Time Benefits : Fully Paid Employee & Family Healthcare, PTO, 401(k) Match, Paid Holidays, Relocation Assistance, etc. Why You Should Apply : Newly created executive leadership role with a growing organization Opportunity to help lead the company through its next stage of growth, including M&A and IPO readiness Significant influence over financial strategy, operations, and long-term planning What We're Looking For : 15+ years of Finance and Accounting experience with at least 5 years in senior financial leadership Significant experience within the defense/government contracting industry Hands-on M&A, due diligence, and acquisition integration experience IPO readiness experience Bachelor's Degree required; MBA or advanced degree preferred CPA, CFA, or similar certification highly desirable What You'll Be Doing : Lead the overall Finance organization and financial strategy Oversee FP&A, budgeting, forecasting, financial reporting, treasury, and financial operations Lead government contract accounting, compliance, indirect rates, and DCAA/DCMA-related requirements Partner with executive leadership on strategic planning and continued company growth Evaluate potential acquisitions and lead financial due diligence and integration efforts Play a key role in preparing the organization for a potential future IPO Oversee cash forecasting, banking relationships, capital requirements, and working capital Provide financial leadership around proposal pricing, contract profitability, and major business decisions Develop and lead the Finance team as the organization continues to scale Provide financial insight and reporting to executive leadership and other key stakeholders

Chief Financial Officer (CFO) – Government/Fund Accounting Are you a hands-on financial leader who thrives in a dynamic environment where your expertise makes a real impact? We're looking for a strategic CFO to join a growing organization that is transforming the way it serves the community. This is not your average CFO role—this is an opportunity to drive change, build financial strength, and be part of an executive team shaping the future. What's In It for You? Flexible Schedule: 4-day workweek (Monday-Thursday, 7:00 AM - 5:30 PM) Career Growth: Be part of a leadership team rebuilding and expanding operations High Visibility & Influence: Work directly with executive leadership and the board Legacy & Impact: Shape financial strategy, ensuring compliance, accuracy, and efficiency in government-funded programs Mentorship & Training: Work alongside the retiring CFO for a seamless transition Autonomy & Hands-On Work: Get involved in journal entries, reconciliations, financial reporting, banking, and board presentations—this is not just a strategic oversight role Key Responsibilities Lead financial oversight, including month-end close, year-end reporting, and government compliance Provide leadership for a small but critical accounting team (AR/AP & Financial Analyst) Manage banking, fund allocation, and reconciliations to ensure financial stability Deliver high-level financial insights and reports to the board and executive leadership Oversee journal entries, reconciliations, payroll reviews, and AP accuracy What We're Looking For Bachelor's degree in Accounting (CPA preferred but not required) Government/Fund Accounting - Affordable Housing Experience Detail-Oriented & Hands-On – This role requires deep financial acumen and a willingness to dive into the numbers Collaborative Leadership – Patient, solutions-driven, and able to work across departments This is your chance to step into a high-impact CFO role in an organization that is scaling up and modernizing. If you're ready to lead financial transformation and help build something meaningful, we want to hear from you! Apply now to be part of this exciting next chapter. Salary: $90,000 - $115,000 #INSEP2026 Click here to apply online

Position Overview Based at our corporate headquarters in Pittsburgh, PA, the Chief Financial Officer (CFO) as part of the executive leadership team of the entire group of companies will report directly to the CEO and partner closely with the COO during an exciting phase of regional and national expansion. This leader will safeguard the financial health, enterprise value, and risk profile of a large mechanical and industrial contracting and fabrication enterprise. Supporting a growing union and professional workforce of 1,500+ employees, including professional engineers, project managers, field trades and shop fabricators, this role requires a dynamic executive who can maintain the entrepreneurial speed of a privately held business while deploying the institutional financial controls necessary to scale multi-state operations. The ideal candidate will have deep roots in construction and fabrication for heavy specialty operations, hands-on experience managing complex operating structures, and a proven track record of securing growth capital required to fuel multi-market growth. Core Responsibilities Growth, Strategy & Corporate Finance Geographic Expansion Planning: Partner with the CEO and COO to evaluate the financial feasibility, tax implications, and capitalization strategies for expanding operations across new North American territories. Banking & Treasury Management: Manage corporate treasury functions, including cash forecasting, working capital optimization, banking relationships, covenant compliance, liquidity planning, and securing and scaling credit facilities to support larger, more complex industrial project opportunities. Capital Management: Balance long-term business reinvestment and capital expenditures for fabrication, shop, and engineering technologies while evaluating opportunistic acquisitions. M&A / Integration: Lead financial due diligence, valuation, integration, and post-acquisition performance management for strategic acquisitions. Board and Ownership Reporting: Provide clear and timely financial reporting and strategic analysis to the Board and ownership. Project Controls & Fabrication Cost Accounting Multi-Entity WIP Management: Direct sophisticated monthly Work-in-Progress (WIP) reporting for both local and remote project locations, ensuring accurate Percentage-of-Completion (POC) revenue recognition, cash-flow forecasting, and proactive risk management. Fabrication Cost Controls: Refine and monitor standard cost-accounting models for the fabrication facility, tracking raw materials, including structural steel, piping, and advanced alloys; labor variances; and equipment overhead absorption to drive manufacturing profitability. Tax Strategy: Navigate complex multi-state and cross-border tax environments, maximizing specialized credits, including Section 179D energy-efficiency deductions, R&D tax credits, and pass-through entity tax planning. Team Leadership & Systems Scale Department Leadership: Mentor, scale, and modernize a high-performing finance, corporate accounting, and information technology team based in the Pittsburgh headquarters. ERP Systems Integration: Optimize the company's Trimble Viewpoint Vista ERP platform to ensure seamless, real-time data flow between regional field operations, remote project sites, the fabrication facility, and corporate headquarters. Position Requirements Experience & Education Executive Tenure: At least five years of experience as a CFO or VP of Finance in a $100M+ private construction and engineering environment. Industry Expertise: Experience in construction, specialty contracting, or industrial fabrication is required. Mechanical or heavy-industrial contracting experience is strongly preferred. Education: Bachelor's degree in Finance or Accounting. CPA and MBA is highly preferred to navigate complex private corporate tax and operating structures. Technical & Strategic Competencies Expertise in Percentage-of-Completion (POC) construction accounting and manufacturing cost allocation. Demonstrated capability to negotiate and scale large surety and bonding lines and multi-jurisdictional credit facilities. Strong knowledge of multi-state employment, sales tax, and regulatory compliance. High emotional intelligence with a leadership style well-suited for a growing, entrepreneurial, private-ownership culture. Working at McCarl's There is a reason why McCarl's is consistently ranked among the leading industrial contractors in the country: the caliber of our people. We are committed to recruiting and retaining professional, dependable team members who are dedicated to customer satisfaction, exceptional job performance, and attention to detail. We build upon this strong foundation by offering ongoing training, career development, and opportunities for growth. Benefits Realizing our employees go above and beyond for the company and our customers, we believe they deserve a robust benefits package. The benefits package we offer to all regular, full-time employees includes: Yearly discretionary bonus potential, in addition to base salary 100% Company paid benefits (medical, dental & vision) for employees and their dependents based on a preferred plan 100% Company paid S/LTD, Life and AD&D insurance for employees 401(k) Employee Contributions - eligible on first day of employment 401(k) Employer Match and discretionary Profit Sharing Vacation days based on service level 8 Paid Company Holidays This position may be based out of our Beaver Falls, Warrendale, or McMurray office locations. McCarl's and Affiliates are Equal Opportunity Employers. All qualified applicants will receive consideration for employment without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, disability, veteran status, or on any other characteristic protected by law.