Purple Squirrel Advisors · 1 day ago
Chief Financial Officer
Greater Boston
Full-time
Onsite
Director/Executive
10+ years expPurple Squirrel Advisors is preparing to launch a new manufacturing and distribution platform backed by a healthcare fund. They are seeking a Chief Financial Officer (CFO) to lead financial operations, support growth strategies, and build a robust financial infrastructure while collaborating closely with the CEO and executive team.
Staffing & Recruiting
Hiring Manager
Kim Lentine
Responsibilities
Serve as the primary financial and operational partner to the CEO, executive leadership team, and private equity sponsor, supporting strategy execution and value creation initiatives
Lead all accounting and finance activities, including general ledger, monthly close, financial reporting, cash management, forecasting, and budgeting
Build, professionalize, and scale the finance function, initially operating hands-on with a planned controller hire as the business stabilizes
Develop disciplined financial processes, controls, and reporting in a complex, founder-led environment with limited historical rigor
Oversee cost accounting, SKU-level profitability analysis, and pricing economics across a highly fragmented product portfolio
Partner with operations and supply chain leadership to analyze manufacturing economics, capacity utilization, inventory turns, and margin improvement opportunities
Manage inventory, working capital, and cash flow, including identification and mitigation of excess and obsolete inventory risk
Lead financial planning, KPI development, and long-range forecasting tied directly to operational drivers and growth initiatives
Evaluate international sourcing exposure, tariffs, and trade dynamics; develop scenario models to assess supply chain and manufacturing risk
Support selective add-on acquisitions through financial diligence, valuation analysis, and post-close financial integration
Lead financial integration of acquisitions, including systems, reporting, controls, and synergy tracking
Support capital structure oversight, lender relationships, and financing-related reporting and compliance
Prepare and present financial materials and performance updates to the Board of Directors and equity stakeholders
Qualification
Required
Senior finance leader (CFO / VP Finance) in a private equity–backed manufacturing, distribution, or healthcare products business, ideally in a platform, carve-out, or founder-led environment
Strong operational finance background, including cost accounting, inventory and working capital management, pricing, and SKU-level profitability
Hands-on experience supporting add-on M&A and building or professionalizing a finance function while partnering closely with private equity sponsors, boards, and lenders
Bachelor's degree required; MBA and or CPA preferred
Minimum of 10+ years of progressive experience in corporate finance, accounting, investment banking, transaction advisory, or private equity backed environment
Prior financial leadership experience within an operationally complex manufacturing environment is required
Demonstrated experience leading acquisitions, including financial diligence, deal structuring, and post-close integration across people, processes, and systems
Strong working knowledge of capital markets, debt financing, and liquidity management, with the ability to identify and pull the key levers that drive EBITDA, cash flow, and enterprise value
Track record of serving as a trusted business partner to the CEO and executive team, providing clear, candid guidance on the financial implications of strategic and operational decisions
Experience building and leading high-performing, metrics-driven finance organizations with a disciplined management cadence (monthly close, dashboards, forecasts, budgets, and business reviews)
Highly analytical, hands-on leader with an entrepreneurial mindset; comfortable operating independently in fast-paced, high-accountability environments
Exceptional communication and interpersonal skills, with the ability to influence stakeholders across all levels of the organization and with external investors
Advanced proficiency in Microsoft Excel and financial modeling; strong command of financial systems, reporting tools, and data analytics
Company
Purple Squirrel Advisors
Purple Squirrel Advisors recognizes that finding a good “fit” goes beyond writing a job description or screening resumes.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Carrie Schochet
Founder | CEO I Executive Search Consultant I Private Equity Recruiter
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