Regional Chief Financial Officer (CFO) - North Region

Description

Key Responsibilities

• Partner closely with the Region CEO and COO to drive financial performance across the region. 
• Serve as a coach and thought partner to financial leadership at each firm; firm-level CFOs and Finance Leads carry a dotted-line relationship to this role. 
• Implement Trilon Corporate and regional financial initiatives across the portfolio, working collaboratively and driving change with firm-level finance leaders. 
• Represent firm and region-level interests to Trilon Corporate while ensuring alignment with enterprise-wide priorities. 

• Lead all aspects of financial planning and analysis (FP&A), budgeting, forecasting, and long-term planning for the region. 
• Partner with business leaders to drive performance through financial insight, scenario modeling, and investment ROI analysis. 
• Own performance management through KPIs, variance analysis, and market benchmarking; support decisions aligned with growth and profitability objectives. 
• Ensure accurate and timely reporting of regional performance to internal stakeholders. 
• Provide recommendations to improve profitability and cash flow across the portfolio. 
• Foster a culture of accountability, innovation, and data-driven decision-making. 

• Identify and lead initiatives to drive operational and financial improvement across the region. 
• Lead implementation of Trilon processes, policies, and controls at the firm level. 
• Lead the transformation of cash-to-accrual accounting for partner firms and add-on acquisitions in collaboration with local accounting teams. 
• Engage directly at the firm level to help resolve issues and, when needed, temporarily fill finance talent gaps. 

• Oversee and transform processes to drive cash flow and working capital optimization. 
• Build a culture of cash management within the region in collaboration with finance and operational leaders. 
• Drive and measure the Free Cash Flow metric across the portfolio. 
• Lead the transformation of billing processes through technology, resourcing, and process improvement. 

• Implement integration playbooks and processes to ensure alignment of accounting policies, reporting structures, systems, and controls. 
• Drive synergy realization tracking and reporting across functional areas. 

Requirements/Qualifications

• 8+ years of progressive finance leadership experience, with at least 5 years in a senior executive role (Finance Director, VP Finance, or equivalent). 
• Deep expertise across corporate finance, cash and treasury operations, and financial operations. 
• Successful track record leading M&A financial due diligence and integration efforts. 
• Strong working knowledge of GAAP, financial systems, and internal controls. 
• Experience operating within a multi-entity, platform, or portfolio company environment (e.g., private equity-backed). 
• Deep expertise in performance management, cost transformation, and process improvement. 
• Strong acumen with ERP and FP&A tools (e.g., Adaptive, BST, Deltek, PowerBI). 
• Strong proficiency with Excel is required and will be assessed during the interview process. 
• CPA, CFA, or MBA preferred. 

• Ability to drive change and build buy-in across independent business units without direct line authority — this is fundamentally an advisory and coaching role as much as it is a finance role. 
• Business and financial thought leadership; ability to translate complex data into clear, actionable guidance for firm leaders who are primarily operators, not finance professionals. 
• Strategic thinking and planning, paired with willingness to roll up your sleeves on operational challenges. 
• Collaborative partnership approach; strong interpersonal and relationship-building skills across decentralized, autonomous teams. 
• Influential leadership style — you earn credibility through insight and follow-through, not positional authority. 
• Strong problem-solving orientation with an ability to see the full picture while staying grounded in the details that matter.