Walker · 2 weeks ago
Chief Financial and Administrative Officer
Walker is a full-service Experience Management firm that is tech-driven and people-powered, helping businesses thrive. They are seeking a Chief Financial Officer / Chief Administrative Officer to lead financial strategy and oversee administrative functions, ensuring scalable growth and operational efficiency.
Consulting
Responsibilities
Collaborate with the President and Executive Team to guide company strategy
Foster a high-performance, team-first culture across all administrative functions
Mentor and develop direct reports with a focus on succession and sustainability
Set the financial vision and roadmap in alignment with our growth goals
Oversee all aspects of financial management, including FP&A, cash flow management, reporting, tax strategy, compliance, and 401k plan
Partner with the President and BU leaders on business modeling, budgeting, forecasting, and capital allocation
Lead banking, insurance, audit, legal, and investor relationships
Manage cross-functional administrative operations (Accounting, Finance, Legal, IT Support, Risk Management, and Sales Ops) to enable scalable growth
Implement modern systems, policies, and processes to streamline operations and support agility and scalability
Drive operational discipline, KPIs, and accountability across administrative teams
Own risk management, compliance, contracts, insurance, data security, and internal controls
Oversee the annual SOC 2 Type II audit process
Oversee IT support and infrastructure strategy to ensure business continuity and scalability
Evaluate and implement systems that support finance and administrative efficiency
Oversee any client-requested security assessment process
Qualification
Required
10+ years of financial leadership experience, with at least 5 years at the CFO or VP Finance level in a privately held, growth-oriented services company
Proven experience scaling a business
Bachelor's degree in Finance, Accounting, or Business required
Track record of successful system implementations (e.g., ERP, BI tools, automation platforms)
Expertise in scaling professional services businesses
Deep financial acumen, strategic mindset, and operational rigor
Strong grasp of revenue recognition, services margin management, and cost optimization in a services model
Skilled in cross-functional leadership—able to integrate finance with legal, IT, and ops functions
Confident, clear communicator who can influence at all levels without unnecessary hierarchy
Comfortable in the weeds and at the whiteboard—hands-on leader who scales with the business
Builder's mindset with a high bias toward action, clarity, and accountability
Adept at managing through ambiguity, complexity, and change
Preferred
Experience leading administrative or operational functions in addition to finance is strongly preferred
CPA and/or MBA strongly preferred
Benefits
Relocation expenses for qualified candidates
401k plan