Chief Financial Officer

Sell-Side Client Financial Ownership (Primary)

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.

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Build & Lead the Financial Department (Secondary)

• 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.

Internal Financial Operations (As-needed)

• Partner with senior leadership to support SSG's internal financial operations as the firm scales, with scope expanding as the department matures.

Buy-Side Support (As-needed)

• 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.