• Provide Financial Planning support to clients • Provide full holistic financial advice to a varied range of clients • Support investment professionals to cultivate client relationships

• Run the team on a daily basis to complete projects and hit workload deadlines • Work with the CFO to develop detailed plan for accounting covering all aspects of production and delivery across three different legal entities • Assist the CFO with tasks and projects to meet tight deadlines • Manage and motivate the finance team, ensuring maximum productivity, quality control and job satisfaction • Coach, train and develop the team to increase their skill levels • Analyze workflow and develop smart solutions • Liaise with colleagues and members to problem-solve and manage internal practices and procedures • Cover and support the team during leave

• Conduct comprehensive budget analysis and forecasting to monitor financial performance and resource utilization. • Prepare and maintain budget reports, assessments, and financial statements for decision-making support. • Collaborate with project managers to develop and implement financial plans for various projects. • Identify areas of financial improvement and recommend strategies to enhance budget management processes. • Ensure compliance with federal regulations and accounting standards in all budget-related activities. • Conduct planning for Budget and Contracts Office, ensuring alignment with organizational goals. • Adjudicate budget change requests.

Global Chief Financial Officer (CFO) – Turnaround, Value Creation, Growth Location: Global Reports To: CEO Stakeholders: Board of Directors, Audit Committee, Investors, Lenders About the Company Our client is a global platform of operating companies delivering technology-enabled supply chain, logistics, and marketing execution solutions. The organization operates across North America and internationally, combining technology, analytics, and execution to help enterprise and high-growth clients improve profitability and performance. The business is in a phase of active transformation and value creation — not steady-state operations. The Role We are seeking a Transformation CFO — a leader who thrives in complexity, operates with urgency, and brings both hands-on execution and strategic clarity. This is a high-impact role for a finance leader who can: - Drive liquidity and cash discipline. - Restore and expand profitability. - Build a scalable financial foundation. - Partner with the CEO and Board to create enterprise value. You will serve as the guardian of capital, architect of financial strategy, and catalyst for performance improvement across a global, multi-entity platform. This is not a reporting role. This is a build, fix, and scale role. Key Responsibilities Cash, Liquidity & Financial Control - Establish daily and weekly cash visibility, forecasting, and control across all entities. - Drive working capital optimization, collections discipline, and vendor management. - Implement a tight operating cadence, including 13-week cash flow, variance tracking, and rapid interventions. - Lead lender engagement, covenant compliance, and short- and medium-term liquidity planning. Profitability & Performance Turnaround - Own full P&L performance with accountability for margin improvement. - Drive cost optimization, pricing discipline, and operational efficiency initiatives. - Partner with business leaders to improve unit economics and contract profitability. - Build real-time KPI dashboards that enable action, not just reporting. Strategic Finance & Capital Structure - Lead capital strategy across debt, equity, and internal allocation. - Develop scenario modeling, restructuring options, and value creation plans. - Support M&A, divestitures, and integrations with a focus on ROI and execution discipline. Financial Operations & Governance - Oversee FP&A, Accounting, Tax, Treasury, Compliance, and Financial Reporting. - Ensure compliance with US GAAP and global statutory requirements. - Establish clear, decision-grade reporting for the CEO, Board, and investors. - Strengthen internal controls while maintaining speed and agility. Commercial Partnership - Partner on pricing, deal structuring, and client negotiations. - Ensure contracts reflect economic reality, margin expectations, and risk mitigation. - Provide financial rigor to growth initiatives and new service offerings. Transformation & Systems - Lead finance transformation, including ERP optimization, automation, and data governance. - Build a forward-looking finance function leveraging analytics and AI. Leadership - Build and lead a high-performing global finance organization. - Operate effectively across a US–India model and multi-entity structure. - Foster a culture of ownership, urgency, accountability, and continuous improvement. Qualifications & Experience Education & Credentials - Bachelor’s degree in Finance, Accounting, or related field required. - MBA and/or CPA preferred. - Equivalent experience leading complex financial organizations may be considered in lieu of formal credentials. Experience - 20+ years of progressive finance leadership experience. - Proven experience as a CFO or equivalent senior finance leader. - Demonstrated success in turnaround, restructuring, or high cash-pressure environments. - Experience in multi-entity, global organizations with US GAAP reporting. - Track record of direct engagement with Boards, lenders, and investors. Technical & Functional Expertise - Deep command of US GAAP, financial reporting, and internal controls. - Strong expertise in cash flow management, working capital optimization, and liquidity planning. - Proven ownership of P&L, forecasting, and margin improvement initiatives. - Experience with capital structure management, including debt, equity, and covenants. - Familiarity with ERP systems, finance transformation, and automation. Preferred Background - Experience in private equity-backed or founder-led environments. - Industry experience in supply chain, logistics, or technology-enabled services. - Exposure to US-India operating models or global capability centers. Leadership Profile - Hands-on operator with a strong bias for action and accountability. - Ability to operate at both strategic and execution levels simultaneously. - Strong commercial instincts and decision-making under pressure. - Willingness to lean in, challenge constructively, and drive outcomes. - High integrity, resilience, and ownership mindset. Why This Role This is an opportunity to: - Shape the financial trajectory of a global, multi-platform business. - Partner directly with the CEO and Board on high-impact decisions. - Lead a true transformation — not incremental change. - Build a modern, technology-enabled finance organization. Closing Thought Credentials are valued. Proven performance in high-pressure operating environments is essential. We are not looking for a caretaker. We are looking for a builder who can operate in the storm and create long-term value on the other side.