Chief Financial Officer - Aleron : Job Details

About the Role

We are seeking an experienced and strategic Chief Financial Officer (CFO) to join our client's executive leadership team. The CFO will oversee all financial activities of a holding company and its subsidiaries, ensuring strong financial stewardship, optimal capital allocation, and rigorous performance management.

This role requires a leader with a proven track record in financial operations, investment analysis, and cross-industry financial integration. The CFO will play a critical role in guiding the company's growth, profitability, and risk management strategies.

Position Responsibilities

Strategic Financial Leadership:

• Develop and execute financial strategies aligned with the company's short- and long-term growth goals.
• Provide strategic recommendations to the CEO and board on capital structure, investments, and performance optimization.
• Lead financial due diligence and integration of acquisitions across multiple industries.

Financial Operations & Reporting:

• Oversee all accounting and financial reporting functions, including consolidation of financials across subsidiaries.
• Ensure timely and accurate preparation of monthly, quarterly, and annual financial statements in accordance with GAAP.
• Implement and monitor internal controls to safeguard company assets and ensure compliance.

Tax Strategy & Compliance

• Lead tax planning and structuring across all entities, including U.S. and international tax considerations (e.g., Egypt operations)
• Oversee coordination with external tax advisors and ensure compliance with federal, state, and local regulations

Audit Readiness & Governance

• Lead audit preparations, SOC compliance, and financial reporting for licensed entities
• Implement internal controls, policies, and compliance protocols across all business line

Modeling & Forecasting:

• Create and manage detailed financial models, pro formas, and forecasts for operating companies and new investment opportunities.
• Lead the development of annual budgets, scenario planning, and variance analysis across portfolio companies.
• Evaluate and report on the financial health of each subsidiary and the consolidated entity.

Balance Sheet & Asset Management:

• Maintain a robust understanding of accrual and modified accrual accounting principles.
• Oversee proper classification, booking, and valuation of fixed and intangible assets.
• Optimize balance sheet structure to improve return on invested capital.

Banking, Lending & Capital Markets:

• Build and maintain relationships with banks, lenders, and other financial institutions.
• Lead capital raising efforts including debt and equity financing, working closely with investment partners and advisors.
• Ensure compliance with loan covenants, reporting requirements, and credit facilities.

Data & Financial Analytics:

• Design and implement financial dashboards and KPI reporting systems across subsidiaries.
• Leverage data analytics to drive decision-making, operational efficiencies, and risk mitigation.
• Partner with operational leaders to analyze cost structures, pricing strategies, and margin improvement opportunities.

Business Automation & Technology Integration

• Partner closely with internal IT and data teams to drive business automation initiatives that streamline financial operations, reduce manual effort, and improve data integrity across entities.
• Collaborate with IT in the design and deployment of centralized data infrastructure solutions, including data lakes (e.g., Snowflake), pipelines, and reporting platforms.
• Evaluate and implement automation tools and integrations that enhance intercompany reporting, working capital visibility, and consolidated dashboards.
• Ensure finance systems and data sources are securely structured and optimized for scalability, audit-readiness, and actionable insights.
• Proficiency with Microsoft 365 (Excel, Power BI, Teams, SharePoint, OneDrive) is required; familiarity with scripting, macros, or low-code automation (e.g., Power Automate) is a plus.
• Champion a culture of digital innovation across finance and operations by identifying bottlenecks, recommending solutions, and leading cross-functional automation projects.

Investment Banking & M&A Support:

• Assist in evaluating M&A targets, performing valuation analysis, structuring deals, and post-acquisition integration.
• Prepare investment materials and financial packages for internal and external stakeholders.

Team Leadership & Development:

• Build, mentor, and lead a high-performing finance and accounting team across multiple entities and geographies.
• Foster a culture of accountability, continuous improvement, and financial discipline.

Qualifications:

• Education: Bachelor's degree in Accounting, Finance, or Economics required; MBA or CPA/CFA preferred.
• Experience: Minimum 10+ years in progressively senior financial leadership roles, preferably across multiple industries.
• Industry Expertise: Prior experience in real estate, financial services (debt or collections), and/or BPO preferred.
• Demonstrated mastery of GAAP accounting, financial modeling, forecasting, and financial analysis.
• Experience with ERP/accounting systems; QuickBooks, NetSuite, or other multi-entity platforms a plus.
• Strong understanding of banking relationships, debt instruments, and capital markets.
• Excellent communication and presentation skills with the ability to influence executive leadership and stakeholders.
• Ability to thrive in a fast-paced, entrepreneurial, and hands-on environment.

Core Competencies

• Experience managing financial operations across U.S. and international (offshore) entities.
• Familiarity with regulatory frameworks relevant to debt collection and financial services.
• M&A and private equity exposure.
• Strong project management and change management capabilities.
• High integrity, sound judgment, and a strategic mindset.
• Strategic planning and cross-functional execution
• Operational design and policy development
• Lending strategy and risk mitigation
• Service delivery and member experience
• Talent development and team leadership
• Vendor and technology management
• Regulatory compliance and reporting

Compensation & Benefits

• Competitive base salary plus performance-based bonus; $175k+
• Equity or profit-sharing opportunities
• Comprehensive health, dental, and vision benefits
• Retirement savings plan
• Flexible work arrangements (hybrid or remote eligible)
• Opportunity to shape the financial future of a growing, multi-sector enterprise

Aleron companies (Acara Solutions, Aleron Shared Resources, Broadleaf Results, Lume Strategies, TalentRise, Viaduct) are an Equal Opportunity Employer. Race/Color/Gender/Religion/National Origin/Disability/Veteran.

Applicants for this position must be legally authorized to work in the United States. This position does not meet the employment requirements for individuals with F-1 OPT STEM work authorization status.