Job Description

Job Description

Job Description

Description

As the Chief Financial Officer (CFO) of the West region, you will be the strategic and execution-oriented leader driving all financial operations within the region. You will provide vision and stewardship over financial planning, operational finance, cash management, and M&A integration. The ideal candidate brings a balance of big-picture financial strategy with hands-on operational rigor and thrives in dynamic, scaling environments.

Reporting directly to the Region CEO, the CFO will serve as a trusted advisor to executive leadership while developing innovative finance programs that foster business performance. The CFO is a member of the Regional Executive Team (RET) and peer role to the CPO, COO, CTO, and Presidents. This role reports indirectly to the Trilon Chief Financial Officer.

Finance Leadership

• Partner and work closely with Region CEO and COO to drive performance across region.
• Partner with and coach financial leadership at each firm in the Region; CFOs/Finance Leads at each firm will have a dotted line reporting to the Regional CFO.
• Implement Trilon Corporate and Region financial initiatives across the region, working with CFOs/Finance Leaders at each firm.
• Work with Trilon Corporate and the Firms in the region; represent Firm/Region level interests to Trilon Corporate.

Corporate Finance

• 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 deep financial insight, scenario modeling, and investment ROI analysis.
• Own performance through KPIs, variance analysis, and market benchmarking and support decisions in alignment with growth and profitability objectives.
• Ensure accurate and timely reporting of region performance to internal stakeholders.
• Provide insights and recommendations to improve profitability and cash flow.
• Foster a culture of accountability, innovation, and data-driven decision-making.

Operational Finance

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

Cash Management

• 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 Free Cash Flow metric – measure and drive performance.
• Lead transformation of billing process through technology, resourcing, process improvements

M&A Integration

• 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.

• 8+ years of progressive finance leadership experience, with at least 5 in a senior executive role (lead finance director/VP roles in past).
• Deep expertise across corporate finance, cash/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.
• Demonstrated time and again leadership to lead transformational process improvements.
• Strong acumen with ERP and FP&A tools (e.g., Adaptive, BST, Deltek, PowerBI, etc.)
• Strong proficiency with Excel is a must and will be tested.
• CPA, DFA, or MBA preferred.
• Leadership attributes include business and financial thought leadership, strategic thinking and planning, problem solving, collaborative approach to partnership, influential leadership, and roll up your sleeves tactical action (ability to see through the forest

This role is hybrid, ideally located in Denver, Austin, Dallas or Phoenix 

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