BXemplar Insights

Head - Finance One of our PE backed portfolio company is seeking a strategic and hands-on Head of Finance to lead all financial operations and support the companys ambitious growth trajectory. The Head of Finance will be a key member of the executive leadership team, responsible for shaping and executing financial strategies, scaling operations, and enhancing value creation in a data-rich, digital services Responsibilities: - Lead all financial functions including budgeting, forecasting, reporting, accounting, and cash management across a fast-paced, marketing services organization. - Serve as a strategic advisor to the CEO and executive leadership, supporting growth initiatives, pricing strategy, margin optimization, and operational excellence. - Oversee financial planning & analysis (FP&A) and drive key performance indicators (KPIs) to guide business decisions and ensure financial alignment with organizational goals. - Strengthen and scale financial systems, internal controls, and reporting frameworks to support both organic growth and potential M&A opportunities. - Partner with stakeholders to evaluate and integrate acquisitions, including financial due diligence, modeling, and post-acquisition integration. - Develop board and investor reporting, ensuring transparency and strategic insight in all communications. - Optimize capital structure, maintain banking relationships, and manage covenant compliance, refinancing, and capital initiatives. - Build and mentor a high-performing finance team with a strong culture of accountability, analytics, and process improvement. - Collaborate cross-functionally with Marketing, Enrollment, and Technology leaders to drive customer acquisition and retention through financially sound strategies. - Foster a culture of financial discipline and innovation while aligning with the companys mission of empowering student & Experience: - 15+ years of progressive financial leadership experience, ideally with exposure to marketing, digital services, SaaS, or education sectors. - Previous CFO/Head of Finance experience in a private equity-backed organization is highly preferred. - Bachelors degree in Finance, Accounting, or related field required; MBA or CPA strongly preferred. - Demonstrated ability to drive financial strategy and translate analytics into action in a growth-oriented, data-driven business. - Comfortable rolling up sleeves and working closely with cross-functional teams to improve operational performance and profitability. - Proven track record of evaluating, executing, and integrating acquisitions in a fast-paced environment. - Deep understanding of GAAP, financial reporting, audit, tax, and compliance. - Experience with ERP, CRM, and financial planning tools is essential. - Strong team-building and mentoring skills with the ability to foster a high-performance culture that supports the mission and values of EDDY. - Excellent written and verbal communication skills, with an ability to influence at all levels, including board and investor communications. (ref:iimjobs.com)