Regional Chief Financial Officer (CFO) - West Region

Description

• Work with Trilon Corporate and the Firms in the region; represent Firm/Region level interests to Trilon Corporate.
• Oversee and transform processes to drive cash flow and working capital optimization.
• Partner and work closely with Region CEO and COO to drive performance across region.
• Build a culture of cash management within the region in collaboration with finance and operational leaders.
• Identify and lead initiatives to drive operational and financial improvement in the region.
• Partner with business leaders to drive performance through deep financial insight, scenario modeling, and investment ROI analysis.
• Own performance through KPIs, variance analysis, and market benchmarking and support decisions in alignment with growth and profitability objectives.
• Lead transformation of cash-to-accrual accounting for partner firms and add-on acquisitions in collaboration with local accounting teams.
• Partner with and coach financial leadership at each firm in the Region; CFOs/Finance Leads at each firm will have a dotted line reporting to the Regional CFO.
• Drive synergy realization tracking and reporting across functional areas.
• Lead all aspects of financial planning and analysis (FP&A), budgeting, forecasting, and long-term planning for the region.
• Foster a culture of accountability, innovation, and data-driven decision-making.
• Ensure accurate and timely reporting of region performance to internal stakeholders.
• Provide insights and recommendations to improve profitability and cash flow.
• Lead transformation of billing process through technology, resourcing, process improvements
• Implement Trilon Corporate and Region financial initiatives across the region, working with CFOs/Finance Leaders at each firm.
• Drive Free Cash Flow metric – measure and drive performance.
• Implement integration playbooks and processes to ensure alignment of accounting policies, reporting structures, systems, and controls.
• Lead implementation of Trilon processes, policies, and controls.
• Lean in at firm level to help firm resolve issues and at times temporarily fill in talent gaps.

Requirements

• Experience operating within a multi-entity, platform, or portfolio company environment (e.g., private equity-backed).
• Demonstrated time and again leadership to lead transformational process improvements.
• 8+ years of progressive finance leadership experience, with at least 5 in a senior executive role (lead finance director/VP roles in past).
• CPA, DFA, or MBA preferred.
• Leadership attributes include business and financial thought leadership, strategic thinking and planning, problem solving, collaborative approach to partnership, influential leadership, and roll up your sleeves tactical action (ability to see through the forest
• Strong acumen with ERP and FP&A tools (e.g., Adaptive, BST, Deltek, PowerBI, etc.)
• Deep expertise in performance management, cost transformation and process improvement.
• Strong working knowledge of GAAP, financial systems, and internal controls.
• Strong proficiency with Excel is a must and will be tested.
• Successful track record leading M&A financial due diligence and integration efforts.
• Deep expertise across corporate finance, cash/treasury operations, and financial operations.

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance