Our Client
Our client is a private equity-backed, technology-enabled services company operating at the intersection of software, data, and a regulated professional services industry. The organization runs multiple market-leading businesses and proprietary platforms, serving customers across Canada.
The company is well-established in its market, and entering a significant growth phase. Backed by institutional investors and preparing for future capital markets activity, it is seeking a high-calibre Chief Financial Officer to help drive strategy, value creation, and long-term growth.
Reporting directly to the CEO, the CFO will act as a key strategic partner to the executive team, Board, investors, lenders, and other stakeholders. This is a hands-on leadership role requiring both strategic thinking and operational execution across a complex, multi-entity business.
Key Responsibilities
Strategic Finance & Value Creation
- Partner with the CEO and leadership team to develop and execute long-term strategy and financial plans
- Build and maintain multi-year financial models to support capital allocation and growth decisions
- Develop KPIs, dashboards, and analytics to drive performance across business lines
- Evaluate investments, partnerships, and strategic initiatives
- Provide financial insight to support enterprise decision-making
Capital Markets, Investor Relations & Financing
- Lead fundraising and support future capital markets activities
- Manage relationships with investors, lenders, and banking partners
- Develop and communicate financial narratives to the Board and shareholders
- Deliver executive-level reporting and strategic updates
- Support capital structure planning and liquidity management
M&A and Corporate Development
- Lead financial diligence, valuation, and execution of acquisitions and investments
- Support transaction structuring and negotiation
- Oversee integration planning and post-deal performance tracking
- Identify and evaluate growth opportunities and partnerships
Finance Leadership & Operations
- Oversee FP&A, controllership, treasury, tax, audit, and reporting
- Maintain strong financial controls, governance, and compliance
- Lead budgeting, forecasting, cash flow, and long-range planning
- Improve finance systems and reporting infrastructure
- Partner with operations and technology teams to improve scalability
Team Leadership
- Build, lead, and develop a high-performing finance team
- Foster a culture of accountability, ownership, and continuous improvement
- Strengthen cross-functional business partnership across the organization
Qualifications
- 10+ years of progressive senior finance leadership experience (CFO, VP Finance, or equivalent)
- Experience in private equity-backed, high-growth, or entrepreneurial environments
- Proven track record in capital raises, debt financing, and investor relations
- Strong M&A experience (buy-side and/or sell-side)
- Experience building and scaling finance functions through growth and change
- Strong FP&A, strategic finance, and commercial acumen
- Experience in multi-entity or multi-business organizations
- Excellent communication skills with Board and investor-level exposure
- Ability to balance strategic leadership with hands-on execution
- Experience in technology, SaaS, fintech, professional services, financial services, or regulated industries considered an asset
Why This Opportunity
This is a rare opportunity to join a market-leading, PE-backed organization at a pivotal stage of growth and transformation. The CFO will play a central role in shaping strategy, driving value creation, and influencing major corporate decisions.
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