NewSpecial Assets Portfolio Management Officer Amerant BankSpecial Assets Portfolio Management OfficerCoral Gables, FLFull timeAssist in the review and measurement of Bank Borrower’s conformance with legal covenants, tracking of same and the identification of compliance or non-compliance This may include assisting Credit Portfolio Managers and Relationship Managers in collaborating with other bank units such as Credit Administration, Loan Operations, Credit Services, Closing areas, and Credit Risk. Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues.
NewChief Financial Officer (CFO) CFSChief Financial Officer (CFO)Tampa, FLCFO #FinanceJobs #ExecutiveLeadership #INJUN2026 #LI-TT1 #LI-ONSITE. High-impact role with the ability to shape financial strategy and decision-making.
Underwriter - Commercial Credit C&I Amerant BankUnderwriter - Commercial Credit C&ICoral Gables, FLFull timeAssist in the review and measurement of Bank Borrower’s conformance with legal covenants, tracking of same and the identification of compliance or non-compliance This may include assisting Credit Portfolio Managers and Relationship Managers in collaborating with other bank units such as Credit Administration, Loan Operations, Credit Services, Closing areas, and Credit Risk. Specifically, assist the trainees in the following: adopting the operating procedures of the department, mastering the various formats used and the credit criteria applied to the various forms of analysis.
Commercial Relationship Manager III First Horizon BankCommercial Relationship Manager IIINaples, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Responsible for reviewing closing documents, communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions.
Senior Commercial Relationship Manager First Horizon BankSenior Commercial Relationship ManagerOrlando, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Responsible for reviewing closing documents, communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions.
Chief Financial Officer (CFO) Contractor Staffing SourceChief Financial Officer (CFO)Sarasota, FL$100–$120 / yearThe company runs on a structured operating system with weekly leadership meetings, scorecards, and clear accountability, and is preparing for its next stage of growth, including a migration from server-based ERP accounting software to a modern cloud ERP platform. Hands-on experience with construction ERP or accounting systems; experience leading or participating in an ERP migration to a cloud platform is a significant plus.
Chief Financial Officer (CFO) TREASURE COAST COMMUNITY HEALTH INCChief Financial Officer (CFO)Vero Beach, FLTreasure Coast Community Health (TCCH), a long established and highly respected healthcare provider and Federally Qualified Healthcare Center with locations throughout Indian River County, in Vero Beach FL. is seeking a Chief Financial Officer (CFO) to join our team. Treasure Coast Community Health's Board of Directors and Leadership Team are engaged and patient focused and their enthusiasm and commitment to compassionate, quality care is shared by our dedicated, skilled clinical and support staff.
Chief Financial Officer CFO Treasure Coast Community Health, Inc.Chief Financial Officer CFOVero Beach, FLTreasure Coast Community Health (TCCH), a long-established and highly respected healthcare provider and Federally Qualified Health Center with locations throughout Indian River County, FL is seeking a Chief Financial Officer (CFO) to join our team. Treasure Coast Community Health's Board of Directors and Leadership Team are engaged and patient-focused, and their enthusiasm and commitment to compassionate, quality care are shared by our dedicated, skilled clinical and support staff.
Assistant Chief Financial Officer HCA Healthcare IncAssistant Chief Financial OfficerMiami, FLReferral services for child, elder and pet care, home and auto repair, event planning and more Consumer discounts through Abenity and Consumer Discounts Retirement readiness, rollover assistance services and preferred banking partnerships Education assistance (tuition, student loan, certification support, dependent scholarships) Colleague recognition program Time Away From Work Program (paid time off, paid family leave, long- and short-term disability coverage and leaves of absence) Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues based on income. Additional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance and more.
NewChief Financial Officer Green Humanity RecruitmentChief Financial OfficerFloridaToday, the organization operates multiple manufacturing facilities and a diversified portfolio of businesses across the forest products sector, supported by a strong ownership group committed to sustainable, long-term growth. The CFO will also work closely with executive leadership and key advisors while supporting a sophisticated ownership structure that includes operating companies, real estate holdings, and other business interests.
🏆Hired with Emerald Lane: Chief Financial Officer (CFO) Emerald Lane Recruitment🏆Hired with Emerald Lane: Chief Financial Officer (CFO)Jacksonville, FloridaOur client, a well-established, ancillary business with national operations and a strong track record of organic growth, is seeking a strategic Chief Financial Officer (CFO) to join their executive leadership team. The ideal candidate combines deep technical expertise in management accounting, S Corporation (S Corp) taxation, and financial reporting with strong leadership and execution skills.
Chief Financial Officer (CFO) Hamilton & Miller, PAChief Financial Officer (CFO)Miami, FLFull timeDirects all accounting and finance operations, including general ledger management, payroll imports, budgeting, billing, accounts payable and receivable, trust accounting, and month end close. This role oversees the full financial ecosystem of the firm, including accounting operations, budgeting, forecasting, billing, collections, profitability analysis, banking relationships, and financial systems.
Chief Financial Officer (Cfo) Catch CreationChief Financial Officer (Cfo)FloridaRemoteWe operate across Direct Response TV, direct-to-consumer e-commerce, Amazon, TikTok Shop, and expanding retail partnerships with major chains including Home Depot, Costco, and Walmart. This role requires someone who can operate at 30,000 feet (strategy, capital markets, exit prep) and at ground level (ERP cleanup, cost optimization, hands-on problem solving).
Chief Financial Officer CITY OF PALM BAYChief Financial OfficerPalm Bay, FL$111,867–$184,581 / yearDevelops strategy and coordinates bond issuance process for capital financing and refunding issues with Bond Counsel Disclosure Counsel, City Attorney, Financial advisor, and any other necessary consultants or service providers to complete the sale and delivery of the bonds; prepares financial and statistical data to support the bond issuance process; and reviews and approves bond closing documents. Manages fiscal affairs of the city, involving such activities as preparation and monitoring of the annual budget, financial statements and the Annual Comprehensive Financial Report (ACFR); the control of expenditures within approved appropriations; the collecting of fees for licenses and permits, public improvement assessments and other monies due the city; coordinating grant support; and authorizing and accounting for the disbursement of funds.
Chief Financial Officer - Commercial Construction GpacChief Financial Officer - Commercial ConstructionFort Myers, FL200000–300000This is an amazing opportunity for candidates looking to bring their 10+ years of experience in the accounting arena of a commercial construction company to a leadership role as a Chief Financial Officer. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990.
Chief Financial Officer IMEG CorpChief Financial OfficerJacksonville, FL$200,000–$275,000 / yearAs a key executive leader, this role includes a requirement for significant stock ownership to align with long-term organizational success (details provided during the process). IMEG is seeking a strategic and results-driven Chief Financial Officer (CFO) to help advance our established growth strategy and drive continued momentum.
Chief Financial Officer JCCs of North AmericaChief Financial OfficerDavie, FLThe CFO works directly with the Chief Executive Officer and supports the Chief Operating Officer and Chief Program Officer in all strategic and tactical matters related to budget management, forecasting, contract negotiation, cost analysis and funding strategies. The Chief Financial Officer (CFO) serves as a key member of the executive leadership team, contributing to organizational strategy, decision-making and long-term sustainability.
Chief Financial Officer Olympus Insurance CompanyChief Financial OfficerJacksonville, FloridaThis role leads all aspects of financial management, including planning and analysis, statutory and GAAP reporting, capital and surplus management, reinsurance financial strategy, treasury, taxation, investments, and regulatory compliance. Beyond core financial responsibilities, the CFO plays a central role in how the business operates and grows - partnering across the organization to evaluate opportunities, improve performance, and ensure disciplined execution.
Chief Financial Officer YEAR UP CORPORATIONChief Financial OfficerFL$300,000–$350,000 / yearYear Up United's nationwide presence includes Arizona, Austin, Bay Area, Charlotte, Chicago, Dallas/Fort Worth, Greater Atlanta, Greater Boston, Greater Philadelphia, Jacksonville, Los Angeles, the National Capital Region, New York City/Jersey City, Pittsburgh, Puget Sound, Rhode Island, South Florida, Tampa Bay, and Wilmington. These inequities only further perpetuate the opportunity gap that exists in our country-a gap that Year Up United is determined and positioned to close through three interconnected strategies: providing targeted skills training and connections to livable-wage employment for students and alumni; empowering others to serve and support young adults, and changing systems that perpetuate the opportunity gap.
Chief Financial Officer ICBD HoldingsChief Financial OfficerFort Lauderdale, FloridaReporting to the ABA Centers CEO (with a dotted line to the ICBD CFO), the ABA Centers Chief Financial Officer (CFO) will be a key member of the executive leadership team and will be instrumental in the ongoing development of the company’s long-term strategy, the continuous improvement of financial processes and controls, and ensuring that the necessary financial rigor exists across the organization. The CFO will hold primary day-to-day responsibility for planning, implementing, managing, and controlling all financial activities — spanning financial operations, accounting, budgeting, capital and financial planning, capital raises, acquisition analysis, growth modeling, investor relations, and financial reporting.
Chief Financial Officer iBoss CybersecurityChief Financial OfficerFLLeveraging a purpose-built cloud architecture backed by 230+ issued and pending patents and more than 100 points of presence globally, iboss processes over 150 billion transactions daily, blocking 4 billion threats per day. The Chief Financial Officer (CFO) will serve as a key member of the executive leadership team, partnering with the CEO and Board of Directors to shape the financial strategy and operational excellence of iboss.
Executive Assistant to CFO Tews CompanyExecutive Assistant to CFOOrlando, FLThis high-impact role combines executive support, project coordination, and business office administration, making it ideal for someone who enjoys variety, collaboration, and taking ownership of important initiatives. As the Executive Assistant to the CFO, you will serve as a key partner to executive leadership while helping manage the daily operations of the Business Office.
Chief Financial Officer ICBDChief Financial OfficerFort Lauderdale, FLReporting to the ABA Centers CEO (with a dotted line to the ICBD CFO), the ABA Centers Chief Financial Officer (CFO) will be a key member of the executive leadership team and will be instrumental in the ongoing development of the company’s long-term strategy, the continuous improvement of financial processes and controls, and ensuring that the necessary financial rigor exists across the organization. The CFO will hold primary day-to-day responsibility for planning, implementing, managing, and controlling all financial activities — spanning financial operations, accounting, budgeting, capital and financial planning, capital raises, acquisition analysis, growth modeling, investor relations, and financial reporting.
Chief Financial Officer Tri Star Sports and Entertainment GroupChief Financial OfficerMiami, FLThe ideal candidate is an experienced finance leader who thrives in a fast-paced, multi-entity environment and can build scalable processes, strengthen financial discipline, and serve as a trusted advisor to executive leadership. Critical outcomes include supporting the executive team with key financial information and operational analytics, driving a culture of accountability in managing the business, adding value to operating businesses, and voicing well-substantiated dissenting opinions.
Chief Financial Officer HCA Healthcare IncChief Financial OfficerTamarac, FLHCA Florida Lawnwood Hospital is a 497-bed facility with unique services include Open-Heart Surgery TJCAHCA Certified Primary Stroke Center Inpatient Mental Health Inpatient Physical Rehabilitation Center and its Level II Neonatal Intensive Care Unit. Additional options for dental and vision benefits life and disability coverage flexible spending accounts supplemental health protection plans accident critical illness hospital indemnity auto and home insurance identity theft protection legal counseling long-term care coverage moving assistance pet insurance and more.
Chief Financial Officer (SFCT) APM TerminalsChief Financial Officer (SFCT)Miami, FloridaAPM Terminals We are seeking a Chief Financial Officer (CFO) for the South Florida Container Terminal (SFCT) in Miami, a joint venture between Terminal Link and APM Terminals. An international container terminal operator, developer and an investor with interests in 50 terminals to date, the company’s network currently covers the Far East, North Europe, Mediterranean, West Africa and North America.
Chief Financial Officer (Aviation) Broward County GovernmentChief Financial Officer (Aviation)Fort Lauderdale, FL$155,771.76–$248,612.45 / yearAirport management experience is highly desirable in at least one or more of the following core disciplines/areas of focus: finance; audit; commercial management; risk management; airline lease agreements and negotiations; concessions; property/real estate; parking or ground transportation; cargo; or air service development. New international passenger processing facilities have been added to meet the rapidly growing increase in international passengers, and FLL recently completed a new Master Plan that was subsequently approved by the Federal Aviation Administration (FAA) and the Florida Department of Transportation (FDOT).
Assistant CFO of Practice Operations HCA Healthcare IncAssistant CFO of Practice OperationsFort Lauderdale, FLReports to the East Florida Division Vice President of Practice Operations with a dotted line to the Group CFO of Practice Operations4 direct reportsSupports 450+ providers and 120+ multi-specialty practice locationsDUTIES INCLUDE BUT NOT LIMITED TO: • Partner with and provide strategic guidance to Division, hospitals and operational management through financial analysis, ad hoc reports, proformas and forecasts - including establishment of performance targets and operational execution to achieve targeted performance • Assist finance team with presentation and analysis of monthly financial results, including leadership of MOR presentations, for Group, Division and hospital leadership. Referral services for child, elder and pet care, home and auto repair, event planning and moreConsumer discounts through Abenity and Consumer DiscountsRetirement readiness, rollover assistance services and preferred banking partnershipsEducation assistance (tuition, student loan, certification support, dependent scholarships)Colleague recognition programTime Away From Work Program (paid time off, paid family leave, long- and short-term disability coverage and leaves of absence)Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues based on income.
Chief Financial Officer (SFCT) MaerskChief Financial Officer (SFCT)Miami, FloridaAPM Terminals We are seeking a Chief Financial Officer (CFO) for the South Florida Container Terminal (SFCT) in Miami, a joint venture between Terminal Link and APM Terminals. An international container terminal operator, developer and an investor with interests in 50 terminals to date, the company’s network currently covers the Far East, North Europe, Mediterranean, West Africa and North America.
CFO Jeff Harris and AssociatesCFO., FLIdeal candidates will bring senior financial leadership experience within senior living, healthcare, hospitality, real estate, or other complex service environments, along with strong strategic and operational finance expertise. A respected and financially strong Life Plan Community along Florida’s Northeast coast is conducting a confidential search for a Chief Financial Officer to join its executive leadership team.
Interim CFO QuantixInterim CFOPompano Beach, FLOur client in Pompano Beach, FL is seeking an experienced Interim CFO to provide financial leadership while they conduct a search for a permanent CFO. This is a hands-on role focused on maintaining day-to-day financial operations and ensuring continuity for the business.
NewChief Financial Officer - Non-Profit Florence Fuller Child Development CentersChief Financial Officer - Non-ProfitBoca Raton, FloridaMust have the ability to read, analyze, and interpret professional journals or technical procedures written in English, the ability to type reports and business correspondence in English, and the ability to effectively communicate in English and perform other required computer skills. Supervise Finance Associate (accounts payable, bank/credit card reconciliation, parent deposits, and inventory, assign research as needed on various vendors) .
Chief Financial Officer Roadrunner Venture StudioChief Financial OfficerTampa Bay, FloridaSenior finance leadership in a deeply technical, engineering-driven business in photonics, semiconductors, advanced manufacturing, aerospace systems, or comparable hard-tech industries, with fluency in manufacturing economics, yield, capacity investment, and long product development cycles. Lead equity and debt financing across the capital structure, including institutional and strategic equity, commercial and structured credit, project finance, and government funding vehicles (e.g., DoD industrial-base programs, Title III, grants, and cooperative agreements).
Accounting Manager (CFO Track) Lydecker LLPAccounting Manager (CFO Track)Miami, FLPart timeWe are a national, multi‑state insurance defense litigation firm with approximately 300 employees seeking a high‑potential Accounting Manager who is ready to grow into a future Chief Financial Officer. Such as a Senior Accountant, Accounting Manager, Assistant Controller, or Controller who understands professional services economics and is prepared to step into executive leadership over time.
Accounting Manager (CFO Track) ExternalAccounting Manager (CFO Track)Miami, FloridaWe are a national, multi‑state insurance defense litigation firm with approximately 300 employees seeking a high‑potential Accounting Manager who is ready to grow into a future Chief Financial Officer. Such as a Senior Accountant, Accounting Manager, Assistant Controller, or Controller who understands professional services economics and is prepared to step into executive leadership over time.
CFO--Chief Financial Officer PRIME Traffic ControlCFO--Chief Financial OfficerOcala, FLWe are seeking an experienced and detail-oriented Chief Financial Officer to oversee the financial operations for our client, a fast-growing logistics and transportation company specializing in hauling services for construction, landscaping or general freight. The CFO will be responsible for managing accounting functions, ensuring accurate financial reporting, developing budgets, and providing strategic insight to support business decisions.
Chief Financial Officer (Remote, FL) INFUSEChief Financial Officer (Remote, FL)Boca Raton, FLRemoteWith a global team operating across more than 60 countries, the company has been recognized multiple times on the prestigious Inc. 5000 list, and has received over 60 other industry awards, including Inc. Proven experience in senior finance leadership (ideally in a fast-scaling, global, or tech-enabled company).
Chief Financial Officer Wycliffe Golf & Country ClubChief Financial OfficerWellington, FLThis position reports to the Chief Executive Officer and works closely with the Board of Directors, Finance Committee, executive leadership, department heads, and outside professional advisors to ensure the financial strength, transparency, compliance, and long-term sustainability of Wycliffe Golf & Country Club. Accounting, Financial Reporting, & Internal Controls: Directs all accounting operations, including general ledger, accounts payable, accounts receivable, payroll-related financial reporting, member billing, bank reconciliations, journal entries, fixed assets, depreciation schedules, and monthly close processes.
Fractional CFO B2B CFOFractional CFOJacksonville, FLFull timeExperienced CFO (or equivalent) with success in improving cash flow, obtaining bank loans, helping companies grow profitably, increasing company value, strategic planning and (with proper training) preparing a business to sell. B2B CFO® offers a dynamic platform for seasoned financial professionals like you to excel in strategic business advisory and sell/buy services for privately held companies.
Fractional CFO Advisor (Full-Time W-2 | Remote) How to Manage a Small Law FirmFractional CFO Advisor (Full-Time W-2 | Remote)Miami, FLRemote$110,000–$182,000If you've built (or thought about building) an independent fractional or outsourced CFO practice, you know the tradeoffs: the strategic work is rewarding, but finding clients, managing your own sales pipeline, and handling the business side of the business eats into the work you actually want to do. 5000 Fastest-Growing Company every year since 2013, HTM partners with entrepreneurial law firm owners who have built successful practices but need experienced financial and operational leadership to scale their businesses.
Division CFO Ledgent Finance & AccountingDivision CFOTampa, Florida$120,000This is a key leadership role responsible for driving financial performance, strengthening operational controls, and partnering closely with division leadership to support continued growth. This opportunity is ideal for a finance leader who thrives in a fast-paced, production-driven environment and brings direct homebuilding experience or closely related construction industry expertise.
NewCFO (Chief Financial Officer) Supplied TalentCFO (Chief Financial Officer)Tampa, FLThis is a hands-on executive role: the CFO leads accounting, reimbursement, and billing operations while serving as the operational partner to facility leadership on census, payer mix, and margin. • Deliver financial analysis that drives operating decisions — census trends, payer mix, cost per patient day, labor.
Regional Hospital CFO BayCare Health SystemRegional Hospital CFOClearwater, FLEvaluates processes across the department, hospital, or system for quality, cost-effectiveness, efficiency, and regulatory compliance and recommends measures to streamline operations and reduce duplication. Our network consists of 16 community-based hospitals, a long-term acute care facility, home health services, outpatient centers, and thousands of physicians.
VP of Finance or CFO Suncap Technology, Inc.VP of Finance or CFOFort Lauderdale, FLOur client is in the Aviation and logistics industry nationwide seeking a VP of Finance or CFO to join their south Florida office, with tremendous growth to join a nationwide company based in Fort Lauderdale. The ideal candidate preferably have multi-state and location experience with a proven track record of rolling up your sleeves, a history of taking companies to the next level.
CFO Services Manager / Outsourced Controller Client ChallengeCFO Services Manager / Outsourced ControllerTampa, FloridaAdvanced computer literacy, including proficient use of all Microsoft Office products • Experience or Interest in leveraging automation or AI based tools • Valid Driver’s license and transportation to client sites up to 1 hour from the home office location • Proven ability to work individually and collaboratively within a team setting. • 5+ years of qualified work experience based in public accounting preferred Awesome Perks for Our Team: Join us at Brixey & Meyer, where your well-being and professional growth are our priorities.
Interim CFO Alvarez & Marsal Private Equity Performance Improvement Group, LLCInterim CFOTampa, FLFull timeLeading an organization through a time-sensitive project (e.g., restructuring, carve-out or acquisition) and managing the process through to completion; Improving the performance of a finance organization by upgrading staff skills, re-designing processes, or implementing new systems (NetSuite and MS Dynamics a plus); Proven experience building budgets, EBITDA forecasts, and cash forecasts to guide and support executive management decision making - experience with management reporting dashboards is a plus; International treasury and currency hedging experience is a plus. Alvarez & Marsal, a leading independent global professional services firm, specializing in providing turnaround management, performance improvement and corporate advisory services, is seeking to expand its Private Equity Performance Improvement (PEPI) - CFO Services team in various locations throughout the U.S. With more than 5,500 professionals based in 40 locations across North America, Europe, Asia, and Latin America, our firm excels in problem solving and value creation.
Senior Director, Finance Technology & Data Enablement | Office of the CFO | Corporate Finance FTI Consulting IncSenior Director, Finance Technology & Data Enablement | Office of the CFO | Corporate FinanceFLBackground in delivering ERP and EPM Solutions with a Finance & Accounting led approach: The candidate will have functional knowledge and understanding of the data structure for one or more ERP and EPM solutions and ability to leverage ERP and EPM data sets to drive data-drive insights. Hands on Finance and Accounting Delivery: Execute complex projects for our CFO clients that leverage data enablement to deliver bespoke solutions in functional areas that include, but not limited to, technical accounting, accounting close & reporting, billing & collections, A/P management and FP&A reporting and planning.
Director, Finance Transformation | Office of CFO Advisory | Corporate Finance FTI Consulting IncDirector, Finance Transformation | Office of CFO Advisory | Corporate FinanceMiami, FLLead end-to-end Finance Transformation projects across key areas including: Finance function assessments, finance function capability stand-up and optimization, operating model design, service delivery model program design and implementation (i.e. shared services, centers of excellence, outsourcing, and global business services), cost reduction programs, process optimization and automation, and working capital optimization. In FTI Consulting's Corporate Finance & Restructuring organization, we focus on our clients' strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional challenges faced by corporations, boards, private equity sponsors, creditor constituencies and other stakeholders.
Senior Consultant Office of CFO Advisory FTI Consulting IncSenior Consultant Office of CFO AdvisoryMiami, FLIn FTI Consulting's Corporate Finance organization, we focus on our clients' strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional opportunities faced by corporations, boards, private equity sponsors, creditor constituencies and other stakeholders. The Senior Consultant will collaborate with various teams and help support and execute client engagements by: Developing knowledge management, including tools, methodologies, reports, models, work plans, checklists and processes.
PEPI - CFO Services – Manager, FP&A Alvarez & Marsal Private Equity Performance Improvement Group, LLCPEPI - CFO Services – Manager, FP&ATampa, FLFull timeIdentify key business challenges, accurately forecast liquidity needs, pinpoint financial/accounting process inefficiencies, and assess the organization's design, roles, and team. A&M CFO Services works with private equity-held portfolio companies and provides our clients with solutions to preserve and generate value for their businesses.