Our customer is a rapidly expanding, private equity–backed IT
solutions provider, specializing in digital transformation, cloud
architectures, and security. With more than 250 employees across
the Southeast, the company scaled quickly through strategic
acquisitions and organic growth. They doubled revenue year after
year while maintaining a strong financial profile.
The organization fosters a culture of trust, innovation, and employee
development; balancing rapid expansion with investments in
leadership training, internal promotions, and employee recognition
programs.
The Challenge
With multiple acquisitions completed in recent years and ambitious
plans to double revenue again within three years, the company
identified a critical gap: senior financial leadership.
The existing finance team was highly capable but stretched thin. The
CEO and Board required a strategic executive who could:
- Steady financial operations including closing financials accurately
and on time - Build out KPIs to drive financial planning and analysis
- Strengthen receivables management
- Communicate effectively with stakeholders, private equity
partners, and the board - Lead strategic financial decisions, including M&A due diligence
and multi-year investment modeling
This newly created CFO position would be pivotal in scaling the
business but required a rare profile: a leader with both technical
finance expertise and proven experience in high-growth and tech-
enabled service organizations with recurring revenue models.
The company turned to Naviga Recruiting & Executive Search to
identify and secure the right leader. Naviga’s deep experience placing
executives in technology, financial services, and private equity–
backed organizations made us the ideal partner.
Our team understood that success required more than just financial
acumen — the candidate needed to be a hands-on leader who could
inspire the team, create scalable processes, and instill confidence
with investors and stakeholders.
The Solution
Naviga launched a national executive search targeting finance
leaders with:
- Backgrounds in IT consulting, tech-enabled services, or software
- Experience in high-growth and acquisition-driven environments
- Strength in building financial systems, KPIs, and scalable teams
- Ability to balance pragmatic risk-taking with strong governance
and compliance
Our recruiters managed the full lifecycle — from research and
targeted outreach to structured interviews and alignment with
decision-makers. This included the CEO, PE partners, and senior
leadership team.
The Result
Naviga successfully placed a CFO who brought:
- Proven leadership in scaling finance functions within fast-growing tech-enabled service companies
- Expertise in M&A financial diligence, modeling, and integration
- Strong ability to mentor and empower finance teams while creating scalable processes
- Executive presence and communication skills to serve as a trusted spokesperson with the Board and Investors
Within the first 60 days, the new executive had already:
- Created confidence in financial reporting accuracy and timeliness
- Established a roadmap for enhanced forecasting and KPI-driven decision-making
Begun restructuring workloads to empower team members and enable scalability.
The Impact
By filling this critical gap, Naviga enabled the company to:
- Strengthen its financial leadership bench
- Provide stability and confidence in financial reporting
- Position itself for accelerated growth, both organically and through continued acquisition
- Align executive leadership with the strategic plan to double revenue over the next three years.
Naviga Recruiting & Executive Search is a leading provider of Executive Search, Contingent Workforce Solutions, Leadership and Individual Contributor hiring, empowering businesses to achieve their strategic objectives through expert talent acquisition. With a commitment to excellence and a deep understanding of market trends, Naviga Recruiting & Executive Search helps organizations build high-performing teams and navigate complex workforce challenges.