Interim CFO

About the role

We are looking for an Interim CFO for our client on a project basis. This role is hyrbid out of Orem, Utah.

Responsibilities

• Lead all finance activities during the interim period, ensuring continuity of reporting, planning, and financial operations.
• Own forecasting, budgeting, cash flow management, and recovery plan tracking.
• Oversee lender reporting, covenant compliance, leverage reporting, and monthly lender communications.
• Provide actionable financial insights to executive leadership, sponsors, and board stakeholders.
• Monitor liquidity, funding requirements, and business performance against recovery objectives.
• Partner with the controller and accounting team to ensure timely close, reporting, and variance analysis.
• Track the financial impact of marketing and operational improvement initiatives on revenue and profitability.

Qualifications

• Bachelor’s degree or higher in accounting, finance, or other related fields
• Prior experience working with HVAC, plumbing, home services, or other field-service organizations is highly preferred, including exposure to multi-location operations, service-driven revenue models, and the key financial and operational drivers of those businesses.
• 7+ years of relevant experience
• Qualified applicants must reside in the continental U.S.
• Must be legally authorized to work in the United States now and in the future.
• Verification of employment eligibility will be required at the time of hire.
• Visa sponsorship is not available for this position.

About the company

Talent Shift, LLC is a marketplace that matches professionals with projects at dynamic companies across the globe, including exciting opportunities in advisory, assurance and tax. Our community is cultivated by a team of dedicated professionals working to help clients navigate hybrid workforce strategies and connect contract workers with projects they love. Talent Shift, LLC is