CFO

Chief Financial Officer

Our client, a highly successful privately held enterprise with significant scale, operational complexity, and a strong national footprint, is conducting a search for an accomplished Chief Financial Officer.

This is a rare opportunity for an exceptional financial executive to step into a pivotal leadership role within a financially strong, growth-oriented organization with an established legacy, entrepreneurial ownership, and a long-term strategic outlook.

The ideal candidate will be far more than a traditional finance steward. This leader will serve as a strategic business partner to ownership and executive leadership, helping shape the company’s financial future while preserving operational discipline, liquidity strength, and profitable growth.

We are seeking a sophisticated operator with deep treasury expertise, exceptional business judgment, and proven success leading large, multi-functional finance organizations in complex, multi-location environments.

The Opportunity

This is not a turnaround. This is not a distressed environment.

The organization is financially healthy, operationally sophisticated, and positioned for continued growth. The mandate is to build upon a strong foundation—bringing fresh strategic insight, enhanced financial leadership, and the right level of modernization to support the company’s next chapter.

The incoming CFO will inherit a capable team and established infrastructure, while being expected to elevate financial strategy, optimize capital deployment, strengthen banking relationships, and serve as a true commercial partner to senior leadership.

Key Priorities

Treasury Leadership & Capital Strategy

• Lead enterprise-wide treasury strategy, liquidity management, and long-range capital planning.
• Oversee cash forecasting, working capital optimization, and enterprise liquidity strategy.
• Serve as the senior relationship executive with banking partners and capital providers.
• Bring practical expertise around revolving credit facilities, asset-based lending structures, term financing, and broader capital structure strategy.
• Evaluate financing alternatives that support disciplined growth while preserving financial flexibility.
• Provide executive leadership around capital allocation and long-term balance sheet strategy.

Strategic Finance & Executive Partnership

• Act as a trusted advisor to ownership and executive leadership on business strategy, profitability, expansion, and enterprise performance.
• Partner closely with operational leadership to drive sound decision-making and profitable growth initiatives.
• Bring a commercially minded finance perspective—not simply reporting numbers, but helping shape the business.
• Identify opportunities for operational leverage, financial efficiency, and strategic reinvestment.

Enterprise Financial Leadership

• Lead a sizable, multi-disciplinary finance organization spanning FP&A, controllership, treasury, tax, credit, collections, risk management, and related financial functions.
• Build organizational capability, leadership bench strength, and scalable financial infrastructure.
• Ensure financial discipline across a geographically dispersed, multi-location operating environment.
• Drive modernization where appropriate while respecting what has already made the organization successful.

Organizational Complexity & Operational Partnership

• Navigate a fast-paced operating environment with significant workforce scale and decentralized operations.
• Support leadership in balancing operational realities with disciplined financial oversight.
• Develop visibility into performance across multiple business units and locations.
• Bring practical leadership experience in businesses with meaningful complexity, operational intensity, and distributed decision-making.

Candidate Profile

The successful candidate will likely bring:

• Prior experience serving as Chief Financial Officer (or clearly operating at CFO level) within a large, complex organization
• Proven leadership of substantial finance organizations with multiple direct reports and broad functional oversight
• Deep treasury, banking, liquidity, and capital markets expertise
• Experience supporting multi-site / multi-state operations
• Strong understanding of cash-intensive, operationally complex business models
• A commercial mindset with the ability to partner effectively with operations leadership
• Experience in privately held, family-owned, or entrepreneurial ownership environments strongly preferred
• The maturity, diplomacy, and executive presence to operate effectively in a long-tenured leadership environment
• Financial discipline paired with strategic vision

Preferred Background

Particularly attractive backgrounds may include:

• Large privately held enterprises
• Multi-location service, distribution, retail, consumer, logistics, or operationally intensive organizations
• Companies with substantial employee populations and decentralized operations
• Businesses where treasury sophistication and cash discipline are central to enterprise success

Less Ideal Profiles

This opportunity is likely not the best fit for executives whose experience has been exclusively:

• Private equity-driven transformation environments
• Highly leveraged turnaround situations
• Pure Wall Street / investment banking career tracks without operating leadership depth

Location

Greater Pittsburgh region (onsite executive leadership presence expected).