Interim Chief Financial Officer

A New York metro energy company at roughly $20M in revenue has outgrown its current finance function. The business needs an interim CFO who can step in immediately, take ownership of cash and liquidity, and bring structure and visibility to finance operations. The role requires a hands-on approach, comfort working with incomplete information, and the ability to deliver results quickly alongside the CEO and an external accounting firm.

The engagement covers everything from day-one cash forecasting through to improving the reliability of the monthly close, remediating balance sheet and P&L gaps, and providing the CEO with clear profitability insights to support growth decisions.

• Take immediate ownership of cash flow management and short-term liquidity planning
• Build and maintain a short-term cash forecast that identifies funding needs early
• Assess working capital requirements relative to the company's growth pace
• Review the balance sheet and income statement for accuracy and remediate any accounting gaps
• Accelerate and improve the monthly close process in collaboration with the third-party accounting firm
• Deliver actionable profitability insights and financial guidance directly to the CEO

• Prior CFO or senior finance executive experience in fast-growing, entrepreneurial businesses
• Strong command of cash flow, working capital, and short-term liquidity management
• Demonstrated track record of improving financial reporting and accelerating the monthly close
• Experience managing or directing outsourced and third-party accounting providers
• Deep expertise across balance sheet and P&L analysis
• Hands-on working style with comfort operating under tight timelines and incomplete information

Lyneer Search Group is an executive search firm specialising in insurance and wealth management placements. Operating since 1993, the firm focuses on retained searches and places this interim CFO role on behalf of a client in the energy sector.