CFO - Confidential Portfolio Company - The Brydon Group

About the Company
A confidential Brydon Group portfolio company is building a modern software and billing platform for a targeted portion of the physical therapy ecosystem. Every day, physical, occupational, and speech therapists do some of the most meaningful work in healthcare, helping children build skills that shape the rest of their lives. Our job is to make that work easier, so clinicians can spend less time fighting paperwork and payers and more time with the kids and families who need them.

We're a software and services company with a clinician-first product, an experienced billing team, and a customer base that has grown through trust and word-of-mouth. The pediatric therapy market is large, growing, and ripe for innovation.

Role Overview

We are seeking an exceptional finance leader to join our executive team as Chief Financial Officer. Reporting to the CEO, you will shape financial strategy and build the infrastructure to support aggressive growth, programmatic M&A, and long-term value creation across multiple geographies. Recently formed through the acquisition of two legal entities, our organization needs a CFO to lead post-merger financial integration and establish best-in-class controllership.

This is a high-impact, high-visibility role for both a strategic partner and a hands-on operator. You will work closely with the CEO, C-Suite, and Board to align financial priorities with growth initiatives. This is an ideal opportunity for a finance leader with private equity portfolio company experience who thrives in a high-growth, impact-oriented environment.

What You'll Do

Near term:

• Stand up the finance function as a newly independent company post-carve-out, including establishing standalone controllership, financial systems, banking, treasury, and audit relationships
• Lead the post-acquisition integration of two entities: finance systems consolidation, accounting harmonization, and centralized cash management.
• Establish robust financial controls, rigorous cash flow forecasting, and a streamlined monthly close across multiple entities and geographies.
• Build repeatable reporting (weekly flash reports, monthly operating packages, board materials) and KPI tracking that drives value creation.
• Own the annual budgeting process, rolling forecasts, scenario planning, and financial modeling for growth investments and capital allocation.
• Lead financial due diligence, valuation, and integration planning for future add-on acquisitions, building a repeatable M&A playbook.
• Optimize revenue operations: billing, revenue recognition, collections, and contract structures that support recurring revenue.
• Evaluate and upgrade finance systems (e.g., NetSuite) to enable multi-currency consolidation, automation, and scalability.
• Serve as a trusted strategic advisor to the CEO and Board, and recruit, develop, and retain a high-performing finance team.

What success looks like; Within your first 12, you will have delivered:

• Two entities operating as a single, integrated finance function: consolidated systems, harmonized accounting, and centralized cash management.
• A predictable, timely monthly close (e.g. Completed within 10 business days) across all entities.
• Accurate, on-time reporting that the Board, PE investors, and lenders rely on, supported by clean audits and full covenant compliance.
• Confident cash flow forecasting and working capital management across multiple currencies.
• A modern finance platform (e.g., NetSuite) live and adopted, supporting consolidation and scale.
• A high-performing finance team in place, with identified M&A synergies captured and the function positioned to support continued growth and value creation.

Longer term:

• Think holistically about the business, make pricing recommendations, and help craft business strategy
• Build out set of fit-for-purpose finance partners (third parties, vendors, etc.) that can drive business decision-making through excellent reporting and analysis
• Execute on an ambitious growth path through effective capital allocation and M&A
• Lead additional G&A functions such as HR, IT, and Administration as the company scales

Requirements

Qualifications and Experience

• Bachelor's degree in Finance, Accounting, Business, or related field; MBA, CPA, and/or CFA preferred.
• 10+ years of progressive finance leadership, including 5+ years in PE-backed healthcare services such as RCM; additional SaaS technology experience a plus.
• Strong controllership fundamentals and deep expertise in US GAAP.
• Proven M&A and post-merger integration experience, ideally having led 2+ integrations.
• ERP implementation experience (NetSuite, Sage, or similar) in resource-constrained, VC- or PE-backed environments.
• Deep FP&A, cash flow forecasting, and financial modeling expertise; experience with board, lender, and compliance reporting.

You are a/an:

• strategic thinker and hands-on operator who balances big-picture vision with tactical, day-to-day execution.
• exceptional communicator, comfortable with Board presentations, investor relations, and executive-level discussions.
• change agent who thrives in fast-paced, entrepreneurial environments and balances speed with sustainability.

Benefits

Compensation and Location

• This is a full-time position where salary and equity will be based on experience, with yearly OTE of $250,000 - $275,000 (base + performance-based bonus) and potential for equity
• Philadelphia or Florida are preferred physical locations; company will operate in a hybrid set-up. Significant travel to Florida will be required in the first 6-12 months, then approximately 20% travel to Florida and/or Philadelphia required going forward.