Chief Financial Officer

Strategic Financial Leadership

• Develop and execute the firm’s financial strategy, including M&A activities, industry roll-ups, and strategic partnerships.
• Lead capital-raising efforts, including debt and equity financing.
• Oversee treasury functions, multi-currency operations, and bank covenant compliance.
• Provide strategic insights through financial analysis, modeling, and forecasting.

Investor & Lender Relations

• Build and maintain relationships with institutional investors, equity partners, and lenders.
• Lead financial discussions at investor and lender meetings.
• Ensure accurate, transparent reporting of financial performance and strategic initiatives.
• Monitor and report on covenant compliance and key financial metrics.

Financial Operations & Systems

• Oversee the implementation and optimization of NetSuite ERP.
• Manage consolidated financial reporting across multiple entities and jurisdictions.
• Develop robust budgeting processes and forecasting models.
• Design and implement KPI frameworks to measure business performance.
• Lead the development of complex financial models for strategic initiatives.

Team Leadership & Governance

• Build and lead a high-performing finance team.
• Ensure compliance with accounting standards and regulatory requirements.
• Provide financial insights and recommendations to the Executive Committee.
• Manage relationships with external auditors and tax advisors.

Qualifications & Experience

• Master’s degree in Business Administration, Finance, or Accounting.
• CPA or equivalent professional certification (CFA preferred).
• 15+ years of progressive financial leadership experience, with at least 8 years in senior financial roles.
• Proven expertise in M&A transactions, private equity, and post-merger integration.
• Industry roll-up experience within an acquisitive private equity environment.
• Expertise in financial modeling and Excel.
• Advanced knowledge of ERP systems (preferably NetSuite).
• Proficiency in business intelligence and data analytics tools.
• Strong strategic mindset with business acumen.
• Exceptional communication and presentation skills.
• Proven ability to lead complex change initiatives.
• High ethical standards and professional integrity.

Reporting & Location

• Reports directly to the CEO.
• Member of the Executive Committee.
• Location: Headquarters in Calgary, Alberta.
• Travel: 5-10% to regional offices and investor/client meetings.