The Complex Role of a CFO

Private equity (PE) firms typically look for chief financial officers (CFOs) who can run their “financial playbook,” helping to drive operating excellence and support strategic decisions as the company scales. The PE CFO will, therefore, be both strategic and operational, serving as a thought partner across various functional/divisional aspects of the business while implementing the systems and processes to help the company get to the next stage of growth. Unlike a controller, whose role is to report financial results accurately, a strategic CFO will be growth-oriented and look at the business “through the windshield, rather than the rearview mirror.”


The truly operational CFO at a PE firm will often oversee multiple functions beyond finance, most notably information technology, but also legal, human resources, real estate and/or supply chain. In our experience in working with PE firms, the CFO is motivated to partner with a Professional Employer Organization (PEO), like Oasis, to refine business processes to provide better access to information for internal decision-making, risk management, financial reporting and regulatory compliance, and to reduce costs associated with HR administration.


Making Talent Management a Priority

The CFO role at PE firms is becoming increasingly strategically focused, more value-focused and more future-focused. The CEO relies on the CFO to help drive the growth strategy through M&A, market expansion and organic growth. And one of the best ways to support the growth strategy is to make sure your company has the right talent in key positions. In fact, attracting and retaining top finance talent is part of the responsibility of the CFO.

Having the best employees working for you can give your company a competitive edge, but the best employees are typically drawn to companies that can offer a great benefits package to ensure health coverage and a solid financial future for themselves and their families. To enable your company to recruit and retain the very best employees, you must offer a competitive benefits package. Oasis can provide you with access to cost-effective, comprehensive employee benefits and take the time-consuming administration off your plate.


Oasis Can Help With Your Changing Role

CFOs can benefit from partnering with an outsourced HR solutions partner like Oasis. Oasis can help to refine business processes and provide better access to information for internal decision-making, risk management, financial reporting and regulatory compliance. Our partnership delivers reduced costs associated with HR administration while providing employees with world-class benefits and competitive compensation packages.

Oasis, A Paychex Company, can help. Call 866-709-9401 or visit to learn more.


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