Job Details

Chief Financial Officer

  2025-07-06     KeyMark     Liberty,SC  
Description:

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Description

Industry: Software Reseller & Systems Integrator

Location: Liberty, SC

Reports To: Chief Executive Officer (CEO)

Company Size: $40M Revenue

Ownership: Majority Private Equity, Minority Founder, Small Employee Equity Pool

Key Relationships: Board of Directors, Board Chairman, PE Sponsors, CEO, COO, CSO, CMO, CHRO, External Auditors, Debt Partners

The CFO will serve as a strategic thought partner to the CEO and Board, responsible for overseeing all financial operations, ensuring ASC 606-compliant reporting, managing external debt obligations, supporting M&A activities, and driving growth. The ideal candidate will have deep experience in PE-backed businesses, software and services revenue recognition, and acquisition integration.

Key Responsibilities

  • Financial Strategy & Leadership: Develop and execute the company's financial strategy to support 10%+ organic growth and multiple acquisitions annually.
  • Partner with PE sponsors and the CEO on strategic financial planning, including long-range modeling and capital structure optimization.
  • Build, develop, and lead a high-performing finance and accounting team.
  • Financial Reporting & Compliance: Oversee preparation of financial statements and board reporting, lead audits, tax planning, and ensure compliance with ASC 606 and GAAP.
  • Mergers & Acquisitions: Evaluate, structure, diligence, and integrate acquisitions; lead financial modeling and valuation analysis.
  • Treasury & Capital Structure: Manage relationships with debt providers, ensure covenant compliance, and optimize capital allocation.
  • Budgeting, Forecasting & Analysis: Drive annual budgeting, deliver forecasts, and support operational teams with financial insights.
  • Equity Management: Manage employee equity plans, cap table, and coordinate with legal and PE teams on financing and ownership structures.

Qualifications

  • 10+ years of financial leadership experience, preferably in PE-backed tech or services firms.
  • Expertise in ASC 606 revenue recognition for software and SaaS.
  • M&A experience: due diligence, modeling, integration.
  • Strong debt management and lender relations experience.
  • Proven ability to scale infrastructure in high-growth environments.
  • Experience presenting to Boards and managing investor relations.
  • Experience with Netsuite is a plus.
  • CPA and/or MBA preferred.

Success Metrics

  • Timely, audit-ready ASC 606 reporting with no material weaknesses.
  • Successful execution of multiple acquisitions with clean integrations.
  • 10%+ annual organic revenue growth.
  • No covenant breaches or credit issues.
  • High satisfaction from PE sponsors regarding transparency and financial insight.

Other

  • Travel as needed.
  • Work from Liberty, SC headquarters; remote considered for the right candidate, with travel to HQ once a month.
  • Lead a team of three employees.

Additional Details

  • Seniority level: Executive
  • Employment type: Full-time
  • Job function: Finance and Sales
  • Industries: IT Services and IT Consulting

Referrals increase your chances of interviewing at KeyMark by 2x.

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  • Easley, SC $180,000-$200,000
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  • Director of Financial Planning and Analysis

This job is active and accepting applications.

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