Chief Financial Officer - Service Industry

Our client, a well‑established service industry organization based in Puerto Rico, is seeking an experienced and strategic Chief Financial Officer (CFO) to join their executive leadership team. This role offers the opportunity to drive financial strategy, operational excellence, and business growth in a dynamic and evolving market. The ideal candidate will bring a proven track record of financial leadership, strong business acumen, and the ability to navigate both local and mainland U.S. regulatory environments.

Key Responsibilities

• Provide strategic financial leadership and partner with the executive team to drive business objectives and long‑term growth initiatives
• Oversee all financial operations including accounting, financial planning and analysis, treasury, tax compliance, and internal controls
• Develop and implement financial strategies, budgets, forecasts, and financial models to support organizational goals
• Ensure compliance with federal, U.S., Puerto Rico, and local regulatory requirements, including tax incentive programs specific to Puerto Rico and the United States
• Lead financial risk management, cash flow optimization, and capital allocation strategies
• Direct the preparation of accurate and timely financial statements, reports, and presentations for stakeholders and leadership
• Manage banking relationships, credit facilities, and financing arrangements
• Drive continuous improvement in financial processes, systems, and reporting capabilities
• Lead, mentor, and develop the finance team to build organizational capability
• Collaborate with business unit leaders to provide financial insights that inform strategic decision‑making
• Oversee audit processes and maintain strong relationships with external auditors and advisors

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field
• CPA, CMA, or equivalent professional certification
• Minimum of 10 years of progressive finance leadership experience, with at least 5 years in a senior finance role (CFO, VP Finance, or Controller)
• Proven experience in the service industry or related sectors
• Deep knowledge of U.S. GAAP, financial reporting standards, and regulatory compliance
• Strong understanding of federal and U.S. tax laws, regulations, and compliance requirements
• Strong understanding of Puerto Rico tax laws, incentive programs, and business regulations
• Demonstrated success in strategic financial planning, budgeting, and forecasting
• Experience managing financial operations for organizations with revenues of $50M+
• Excellent analytical, problem‑solving, and decision‑making skills
• Strong leadership capabilities with experience building and developing high‑performing teams
• Exceptional communication and presentation skills, with the ability to communicate complex financial information to non‑financial stakeholders
• Proficiency in financial systems, ERP platforms, and advanced Excel skills
• Bilingual proficiency in English and Spanish (written and verbal)

Preferred Qualifications

• MBA or Master’s degree in Finance, Accounting, or related field
• Experience with mergers and acquisitions, due diligence, or business integration
• Prior experience working with private equity, investors, or board of directors
• Familiarity with Act 60 (formerly Acts 20/22) and other Puerto Rico tax incentive programs
• Experience implementing or optimizing ERP systems and financial technologies
• Background in multi‑location or multi‑entity organizational structures
• Professional services or consulting experience

Salary & Benefits

• Salary: $200,000 – $250,000 annually (commensurate with experience)
• Performance Bonus: Discretionary annual performance‑based bonus
• Benefits include:
• Comprehensive health insurance
• Retirement savings plan with employer contribution
• Leave days: Competitive paid time off package in accordance with Puerto Rico labor laws

Equal Employment Opportunity and Non‑Discrimination Policy

Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status.

Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected.

Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations.

Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location.

Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.

E‑Verify Participation: Keller Executive Search and/or our clients may participate in E‑Verify. Information about E‑Verify participation will be provided during the application process where applicable.

Privacy and Pay Equity:

California Residents: For more information about the categories of personal information we collect for recruiting and employment purposes, please review our Privacy Policy at

Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available.

Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws.

State‑Specific Information:

Rhode Island: We do not request or require salary history from applicants.

Connecticut: We provide wage range information upon request or before discussing compensation.

New Jersey: We do not inquire about salary history unless voluntarily disclosed.

Veteran Status: Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process.

Genetic Information: In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law.

Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate.

Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.