Head of Finance

About the Role

Katalyst is seeking a Head of Finance to strengthen and lead the finance function in a growing, acquisitive business. The role owns the company's financial rhythm, working directly with the CEO and leadership team, managing Katalyst's outsourced accounting and FP&A team, and coordinating with external stakeholders across Katalyst and its acquired entities.

This is a hands-on builder role requiring strong financial judgment and a practical approach to improving processes. You will lead the technical finance work with senior management and lenders, including finance strategy, reporting, compliance, integrations, and decision-support analysis.

Duties and Responsibilities

• Lead and manage the external finance and accounting team.
• Own the monthly close and reporting cadence across Katalyst and acquired entities, ensuring the integrity of financial statements, EBITDA bridges, cash flow, and operating KPIs.
• Own cash visibility, liquidity monitoring, and cash forecasting.
• Lead the annual budgeting and rolling forecasting process with the senior leadership team.
• Support finance workstreams for tuck-in acquisitions, from diligence and close readiness through post-close integration.
• Serve as the primary finance point of contact with key external stakeholders, including lenders, and own lender reporting, covenant compliance, and required supporting analysis.
• Build and run a disciplined planning and performance-management process alongside the senior leadership team.
• Drive continuous improvement in the quality and efficiency of accounting and reporting processes, including the adoption of AI tools and processes across the company.

Required Experience & Qualifications

• Strong accounting and finance fundamentals, with the judgment to make sound decisions.
• High personal standards, attention to detail, and credibility with executives, advisers, and lenders.
• Hands-on, resourceful, coachable, highly motivated, and comfortable taking ownership and building processes where needed.
• Strong Excel and financial modeling skills, with comfort working across accounting systems and financial data.
• Clear communication skills and the ability to translate financial issues into actions for non-finance operators.
• Willingness to use, adopt, and learn AI and automation tools to improve the quality, reliability, and efficiency of finance processes across the company.

Preferred Experience & Qualifications

• Audit or advisory experience at a Big Four or strong regional firm.
• MSP, IT services, PE-backed, or acquisitive services business experience.
• Experience with lender reporting, cash management, forecasts, integrations, and AI reporting tools and processes.
• PE analyst or portfolio company finance candidates are also relevant where they have demonstrated operational finance ownership.

Education

• Bachelor's or Master's degree in Accounting, Finance, or a related field. A CPA, ACA, ACCA, or equivalent qualification is valued but not required.

Benefits

• 401(k) matching
• Paid time off
• Dental insurance
• Health insurance
• Vision insurance