Chief Financial Officer - ROMA Hired : Job Details

Location: New York, NY (Hybrid)

About ROMA Hired:

ROMA Hired is a retained executive search firm dedicated to helping growth-focused companies secure transformational leadership. We serve clients across the Americas and MENA, from founder-led startups to global public enterprises. Our expertise spans technology, industrials, healthcare, and energy—where we deliver results by aligning top-tier executive talent with high-impact business mandates.

At ROMA Hired, we combine market intelligence, candidate storytelling, and precision search execution to help our clients scale with confidence and clarity.

About Our Client:

Our client is a Houston-based, vertically integrated energy platform with operations across exploration, production, and midstream infrastructure. Backed by institutional investors and committed to sustainable growth, the company is actively scaling through organic initiatives and strategic acquisitions. As they position for significant expansion and a potential liquidity event, the organization is seeking a proven financial leader to join the executive team and guide the business through its next phase of operational and capital market maturity.

Position Overview:

The Chief Financial Officer (CFO) will report directly to the Chief Executive Officer and serve as a strategic advisor to the Board, investors, and executive leadership. This individual will oversee all financial and capital markets functions, including accounting, FP&A, treasury, investor relations, and risk management. The CFO will play a critical role in shaping corporate strategy, optimizing capital structure, supporting M&A, and preparing the organization for future inflection points including IPO or exit.

Key Responsibilities:

• Lead the financial strategy, forecasting, and long-range planning processes in alignment with business goals and investor expectations.
• Oversee all accounting, audit, and compliance functions to ensure regulatory accuracy and timely reporting.
• Manage capital markets strategy, including debt/equity financing, capital structure optimization, and liquidity planning.
• Serve as executive sponsor for ERP, financial systems, and reporting enhancements across the enterprise.
• Partner with business unit leaders to improve margin profile, cost control, and unit economics across operations.
• Lead all investor communications and serve as the primary point of contact for private equity sponsors, lenders, and prospective capital partners.
• Drive financial due diligence, modeling, and post-merger integration activities for M&A initiatives.
• Hire, mentor, and retain a high-performing finance and accounting team, fostering a performance-driven culture.
• Represent the company with auditors, legal counsel, tax authorities, and other external stakeholders.

Key Qualifications:

• 15+ years of progressive finance experience, including CFO-level roles in the energy sector (E&P, oilfield services, renewables, or midstream).
• Deep capital markets experience, including private equity partnerships, debt issuance, and M&A leadership.
• Strong command of energy economics, reserve-based lending structures, and sector-specific regulatory frameworks.
• Demonstrated success in scaling finance functions in high-growth or transitional environments.
• CPA, CFA, or MBA preferred; strong technical background and strategic orientation required.
• Proven ability to operate as a business partner and board-facing executive leader.
• Commercially savvy and deeply analytical; able to connect financial data to operational performance.
• Low-ego, high-ownership leadership style with the ability to inspire and mobilize teams.
• Exceptional communication and executive presence; credible with investors, boards, and operational leaders alike.
• Comfortable in fast-paced, capital-intensive, and outcome-driven environments.

Note: This is a confidential retained search managed by ROMA Hired. Finalist candidates will be asked to sign a mutual NDA prior to engagement with our client.

Disclaimer:

ROMA Hired is committed to diversity and inclusion. We encourage application from all qualified individuals, including underrepresented groups. ROMA Hired is an Equal Opportunity Employer and does not discriminate in hiring on the basis of race, color, sex, creed, religion, national origin, age, disability, citizenship status, veteran status, marital status, sexual orientation, pregnancy or any other basis upon which discrimination is prohibited by municipal, state or federal law.

Seniority level

• Seniority levelExecutive

Employment type

• Employment typeFull-time

Job function

• Job functionFinance, Accounting/Auditing, and Management
• IndustriesServices for Renewable Energy and Oil and Gas

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