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[Remote] Chief Financial Officer

Remote role Full-time Open position

Note: The job is a remote job and is open to candidates in USA. Sellside Group is a global M&A firm focused on sell-side and buy-side representation, seeking an experienced financial leader to serve as their first Chief Financial Officer. The CFO will lead the financial team, establish practices across the firm, and be the primary financial voice on all mandates, ensuring successful execution from engagement through closing.

Responsibilities

  • The CFO owns the financial workstream across all active sell-side mandates, interfacing directly with clients and internal deal teams throughout all three phases of an engagement:
  • Preparing for Market : Build and organize the financial data room; develop financial models and supporting packages; ensure clean defensible financials from our clients that will pass a quality of earnings, contribute financial content to the Confidential Information Memorandum (CIM)
  • On Market : Maintain and update financial models as new periods are received; support prospective buyer calls as the lead financial voice alongside the deal team
  • Due Diligence : Support business owners’ financial responses and deliverables throughout the formal due diligence process to drive an efficient and successful close
  • Assume leadership of an existing team member from day one and grow the department in collaboration with the CEO and COO based on mandate volume and budget
  • Establish standardized financial templates, quality control processes, and client intake procedures used consistently across all engagements and verticals
  • Serve as SSG's financial standard-bearer — ensuring every deliverable meets the firm's quality standard regardless of deal team or mandate size
  • Partner with senior leadership to support SSG's internal financial operations as the firm scales, with scope expanding as the department matures
  • As a value-add capability, review and analyze seller financials on behalf of SSG's buy-side clients, providing independent perspective to support valuation and acquisition decisions

Skills

  • 10+ years of relevant experience in Private Equity, Investment Banking, or Quality of Earnings
  • Broad exposure to businesses across a wide range of industries and business models
  • Hands-on experience with data room construction, financial due diligence, financial model development, and investor- or buyer-facing financial presentations
  • Deep understanding of cash and accrual accounting, percentage of completion, work-in-progress (WIP), EBITDA, and EBITDA normalization
  • Proficient in Excel, PowerPoint, Google Sheets, and Google Slides; experienced building charts, tables, and visual aids for financial presentations
  • Ability to translate complex financial data into clear, decision-ready insight
  • Exceptional written and verbal communication skills with the ability to present financial data clearly and precisely
  • Confident and composed in client-facing settings, able to engage credibly with business owners, sophisticated buyers, and private equity firms
  • Collaborative with internal teams and authoritative when the moment calls for it
  • Must be based in the United States
  • Full-time, 100% remote; occasional client travel expected (not to exceed 20%)
  • Ability to communicate and collaborate across time zones as part of a globally distributed team
  • Experience within SSG's nine industry verticals strongly preferred
  • Prior experience in a leadership or management role is strongly preferred

Benefits

  • Competitive base salary with performance-based bonus opportunity
  • 401(k) with company match
  • Medical, dental, and vision coverage
  • Flexible vacation and travel policy
  • 100% remote work environment

Company Overview

  • Selling a business is one of the most important financial decisions you'll ever make. It was founded in 2020, and is headquartered in Dallas, Texas, USA, with a workforce of 51-200 employees. Its website is http://www.sellsidegroup.com.
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