Strategic Finance Leader

*THIS POSITION IS AT A LORIENT CAPITAL PORTFOLIO COMPANY*

Making sure you fit the guidelines as an applicant for this role is essential, please read the below carefully.
About the CompanyThe company provides managed IT, cybersecurity, managed AI and other custom technology solutions to highly regulated industries with a core focus in healthcare. As the organization continues to scale, it is investing in its financial infrastructure, systems and processes to support continued organic growth and future acquisitions.
Job SummaryAs Chief of Staff, you will serve as the operating partner to the CEO and a senior leader within the Office of the CEO. You will drive the company's most important initiatives, stand up the financial structure and management reporting the business runs on, and hold the leadership team to a disciplined operating rhythm. The role reports directly to the Chief Executive Officer and works closely with Lorient Capital, our private equity sponsor.
The Company is formalizing its leadership team, and this seat sits alongside the company's other senior executives. We are looking for someone who has already been in the operating seat: a seasoned, mature leader with the analytical training of investment banking, consulting, or private equity and several years of driving outcomes inside a PE-backed company. This is not a support or analyst role. You will be expected to set direction, make calls, and drive the work through to results, with the judgment to move between board-level strategy and detailed analysis.
The scope is designed to evolve. A successful Chief of Staff can grow into a broader finance or operating leadership role as the business scales.
The Team You'll Work WithChief Executive Officer and the senior leadership teamChief Financial Officer and the finance and accounting team, on reporting, planning, and board materialsDepartment heads across sales, service delivery, development, and operationsLorient Capital's investment and operating teams
What You'll Do
Build the Financial Structure and ReportingStand up the Lorient operating playbook from scratch: dashboards, management reporting cadences, and board reporting packagesPartner with the CFO on the financial structure of the business: KPIs, budgets, forecasts, and the reporting leadership and the board rely onOwn quarterly board preparation end to end, from the numbers to the narrativeAnalyze and synthesize large datasets across customer, financial, and operational metrics to surface trends and support executive decisions
Run the Rhythm of the BusinessOwn the operating cadence: weekly leadership meetings, operating reviews, and follow-through on decisionsManage the leadership team's priorities, ensure cross-functional alignment, and clear obstacles to executionHold leaders accountable to plans and commitments, escalating early when initiatives drift
Drive Strategy and Key InitiativesPartner with the CEO and leadership team to develop and execute strategies for growth, operating performance, and organizational scaleLead pricing strategy, service line expansion, and other revenue-generating initiatives from analysis through executionEvaluate and optimize core business processes, including customer acquisition, retention, labor and capacity planning, and overall business modelingLead special projects on behalf of the CEO, from GTM buildout to service line expansion to the integration of potential acquisitionsConduct scenario planning and in-depth analysis to evaluate opportunities and mitigate riskNegotiate with external partners and vendors and evaluate the impact of agreements on operations
What Success Looks LikeFirst 90 days: Operating rhythm running: weekly leadership meeting and operating reviews in place. Financial reporting structure and KPI set agreed with the CEO and CFO. First board package owned end to end. CEO priorities mapped, with the first major initiatives launched.Months 4–9: Lorient operating playbook live: dashboards and management reporting used by leadership each week. At least one major cross-functional initiative (pricing, GTM, service line, or integration) owned from strategy through execution. Leadership team operating with clear accountability.Months 9–12: The CEO is freed to focus on strategy, clients, and external relationships. The business runs with institutional discipline and board-ready reporting. xzbcwsv A clear path forward for the Chief of Staff's own scope as the company scales.
Requirements6-8+ years of experience, with formative training at a top-tier investment bank, private equity firm, or consulting firmSeveral years in an operating, strategy, or finance leadership role inside a PE-backed company, driving outcomes rather than advising on themStrong financial acumen: financial modeling, management reporting, KPI design, and board-level materialsA track record of building reporting structure and operating cadence where little existedProven ability to take initiatives from strategy through implementation and measurable resultsThe executive presence and maturity to operate as a peer to C-level leaders and influence the CEO and sponsorA low-ego, high-output working style and willingness to do detailed analytical work alongside high-level strategyFluency with AI tools and comfort applying them to analysis, reporting, and day-to-day execution
Strongly PreferredMBA from a leading programExperience in MSP, IT services, business services, or healthcare-adjacent sectorsExposure to M&A integration, pricing strategy, or GTM buildoutExperience working directly with a PE sponsor on value-creation plans and board reporting
BenefitsComprehensive health, dental, and vision coverage, including HDHP options paired with HSA and FSACompetitive compensation and a 401(k) with company match up to 3.5%Flexible schedules and hybrid work optionsContinuous learning, leadership coaching, and clear paths for advancementLife and AD&D insurance, and a rewards and recognition platform