Senior Vice President

CFOx is an advisory firm that specializes in CFO, Transaction, and Accounting Services in the middle-market. We have offices in Denver, Detroit, and Boston. We work with private equity firms and their portfolio companies, founder-owned businesses, investment banks, and investors nationwide. 

Our Transaction Services team serves middle-market private equity firms, founder-owned businesses, and investment professionals during any stage of the transaction process.  

CFOx is looking for a Senior Vice President to work closely with clients to provide strategic financial insights, drive operational improvements, and support growth initiatives. This role requires a deep understanding of private equity environments, strong financial acumen, a passion for excellence, and demonstrated leadership experience in a fast-paced and growing environment  

In addition to client execution, the Senior Vice President will support the Directors in leading, shaping, and guiding our Transaction Services group. This pivotal role involves a broad range of responsibilities aimed at driving the group’s success and ensuring the delivery of exceptional services to our clients. 

Typical Transaction Services engagements include:

• Buy-Side & Sell-Side ‘Quality of Earnings’ Analysis
• Client liaison to due diligence provider and advisors during transaction process
• General due diligence on target acquisitions and dispositions
• Financial diligence and modeling

• Lead and support the execution of select Transaction Services client engagements
• Prepare client deliverables, analyses, and reports
• Improve and implement internal processes, procedures, and templates for the practice
• Active involvement in the firm’s business development efforts
• Active involvement in the firm’s operations and strategy
• Mentor and develop junior team members 

• 4-8 years of transaction services (TS or TAS) or Financial due diligence (FDD) experience
• 3-5 years of leadership experience
• CPA license is required
• Extensive knowledge of GAAP and financial due diligence
• Manager/Vice President or Senior Manager/Senior Vice President experience
• Demonstrated experience in project management with strong analytical, detail-oriented, and problem-solving skills
• Excellent communication, presentation, and interpersonal skills

• Base Compensation: $150,000/year to $190,000/year
• Bonus: Discretionary 
• Sales Commission Eligible