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Chief Financial Officer
Chief Financial OfficerDirect Recruiters Inc. • Scottsdale, AZ, United States
Chief Financial Officer

Chief Financial Officer

Direct Recruiters Inc. • Scottsdale, AZ, United States
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Client Summary

  • Crafts strategic brand stories that connect emotionally and inspire action.
  • Delivers high-end creative campaigns blending strategy, design, and digital.
  • Helps organizations define and refine their identity for stronger market presence.
  • Creates compelling content and visuals that elevate brand perception.
  • Partners with healthcare leaders to differentiate in competitive markets.

Position Responsibilities

Strategic Finance & Growth

  • Partner with CEO and leadership to guide key financial and operational decisions, long-term planning, and capital allocation.
  • Oversee FP&A, forecasting, pricing, utilization, profitability, and margins to drive organic growth.
  • Financial Operations & Systems

  • Build scalable finance and accounting processes for accurate month-end close, GAAP compliance, and timely reporting.
  • Develop KPIs for revenue, margins, utilization, and project profitability; lead budgeting and forecasting.
  • M&A Integration

  • Plan and execute post-acquisition integration, ensuring systems alignment, accurate financial tracking, and post-close deliverables.
  • External Relations & Compliance

  • Serve as primary contact for investors, board, banks, and auditors; manage reporting, covenant compliance, and potential liquidity events.
  • Ensure tax compliance, regulatory adherence, risk management, and financial controls.
  • Team Leadership

  • Build and mentor a high-performing finance team, fostering accountability, collaboration, and continuous improvement.
  • Experience & Skills

    Required Experience and Qualifications

  • 10+ years of progressive financial leadership experience, including experience as a CFO or in a senior financial leadership role in a marketing agency, consultancy, or professional services firm.
  • Experience must include track record working with project-based businesses, including supporting project-based deliverables, revenue recognition, and analytics.
  • Prior experience working directly with private equity, including Board and PE reporting.
  • Excellent leadership, communication, and interpersonal skills, with the ability to work effectively with senior executives and stakeholders.
  • Strong knowledge of financial management principles, including GAAP, financial reporting, budgeting, and forecasting.
  • Proven ability to lead financial strategy, FP&A, and systems modernization.
  • Previous accountability for tax workflows is required.
  • Prior experience working with lenders and managing reporting and covenant compliance.
  • Proven track record of M&A, including integrating acquired companies and completing transaction accounting.
  • Track record of building scalable infrastructure and managing change through periods of high growth or transformation.
  • Degree in finance, accounting, or related field.
  • Strong Microsoft Excel skills.
  • High level of integrity, ethics, and professionalism.
  • Preferred Experience and Qualifications

  • CPA.
  • Previous accountability for audit workflows.
  • Experience working with founders.
  • Healthcare industry experience, especially with B2B businesses selling to hospitals, health systems, or multi-location provider groups.
  • Compensation : $250k, subsidized medical, dental, vision, company-paid life & AD&D insurance, EAP and estate planning, matching 401(k) investments and other great benefits too.

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    Chief Financial Officer • Scottsdale, AZ, United States

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