Global Corporate CFO

What You’ll Do:

The Global Corporate Chief Financial Officer (CFO) will be a key member of the executive leadership team, partnering with the Chief Executive Officer to communicate and execute the company’s strategic vision. The CFO will lead and continuously improve the finance and accounting function, ensuring scalability, and interfacing with the board of directors using an analytical and data-driven approach. This role requires cross-functional collaboration to identify and capitalize on growth and operational excellence opportunities in a professional services firm. Candidates located in Chicago or Phoenix are highly preferred.

Day-to-day responsibilities also include:

• Financial Strategy Development: Align financial strategies with business objectives
• Financial Reporting & Compliance: Ensure timely, accurate financial reporting and compliance with investor and lender requirements.
• Financial Planning & Analysis: Lead budgeting, forecasting, and variance analysis; provide insights to optimize performance.
• Capital Allocation & Investment Management: Oversee capital decisions and investment strategies to maximize returns.
• Treasury Function: Oversee cash management, adequate liquidity to meet obligations, bank relationships, interest rate and foreign exchange management, debt management, and treasury operations.
• Risk Management: Implement risk management practices and develop contingency plans including expense policies and corporate credit card programs and controls.
• Audit and Tax: Acting as the primary liaison between the company and external auditors, facilitating the audit process. Manage corporate and payroll tax compliance.
• Strategic Partnerships: Cultivate relationships with investors, financial institutions, lenders, and advisors.
• Operational Efficiency & Performance Improvement: Collaborate with operational teams to enhance efficiency and profitability.
• Leadership & Team Development: Lead and mentor the global finance team, fostering a culture of excellence and continuous learning.

Must Haves:

• Bachelor’s degree in accounting or equivalent field; CPA required.
• MBA or advanced degree a plus
• 12+ years of senior leadership experience with strong performance.
• 7+ years in a leadership role leading a global team
• Proven ability to attract, develop, retain, and motivate top talent.
• Excel in fast-paced, lean-team environments.
• Proven success as CFO or finance leader in a multi-national professional services or similar company.
• Experience in driving efficiency, cost containment, and operational improvements.
• Competence in implementing financial controls, management systems, and performance measures.
• Understanding of US GAAP and current accounting standards.
• Analytical and data-driven decision-making approach.
• Hands-on leadership with business maturity, intellect, and integrity.
• High urgency in reporting accurate financial results.
• Ability to lead and develop a high-performing team including hiring, mentoring, and developing a global, geographically dispersed team.
• Experience engaging with executive teams, boards, and private equity investors.
• Occasional international travel as approved by the CEO.
• Understanding and experience with accounting software such as NetSuite

We offer a variety of health benefits, all available on the first day of the month following employment with us, to keep you and your family feeling fit and well.

• Medical, Dental, and Vision options
• Life and Disability
• STD/LTD
• 10 Paid holidays each year
• Flexible PTO
• 401K Retirement Plan
• Incentive compensation

If you are hired at Escalon, your final base salary compensation will be determined based on several factors including, but not limited to, skill set, years of experience, and the employee’s geographic location. In addition to those factors – we believe in the importance of pay equity and consider the internal equity of our current team members as a part of any final offer.

Escalon is an equal opportunity/affirmative action employer.

Escalon Services is a Business Process Management (BPM) company that provides Essential Business Services (EBS) through a tech-enabled platform to small- and medium-sized businesses (SMBs) and startups. The Company enables its clients to spend less time on "back office" functions and provides the value and insight that enables clients to spend more time focusing on delivering value and moving their businesses forward. With a US-based remote workforce and global delivery team in India, Escalon’s solution fills a widening service gap in the SMB market, underpinned by (i) increasing demand for quality insights in an increasingly competitive marketplace (ii) decreasing supply of CPAs and quality in-house talent and (iii) the cost frictions associated with scaling internal back-office teams as businesses grow. For more information on Escalon: https://escalon.services/

Since its founding, the company has executed both an organic and M&A strategy to expand service offerings and drive revenue expansion opportunities through cross-sell/up-sell. Before partnering with New Harbor Capital in late 2022, Escalon completed two significant acquisitions that tripled the revenue of the company and expanded the FinOps capabilities of the platform. Continued corporate development is a key value driver for the business going forward, with a highly fragmented market of service providers, often individually unable to scale due to a lack of technology enablement and offshore capabilities.

In late 2022, New Harbor Capital made a growth equity investment in Escalon Services.

About New Harbor Capital

New Harbor Capital is an experienced, lower middle-market private equity firm that seeks to partner with growth-minded, founder-owned companies. Based out of Chicago, New Harbor Capital is committed to optimizing the growth potential of its portfolio companies while respecting their long-term visions. The firm was founded on the belief that mutual respect and collaboration lead to successful outcomes. New Harbor recognizes the importance of finding the right partner, and the firm is committed to helping its portfolio companies and their leadership maximize both personal and financial goals.

As a strategic partner, New Harbor taps into decades of experience to guide businesses through challenging economic cycles and market conditions. New Harbor Capital has raised over $750M in capital across three funds and focuses on tech-enabled services, healthcare, and education services.