Chief Financial Officer Greater Provo, UT Area

ROLE PURPOSE

The Chief Financial Officer builds and protects the financial infrastructure that allows Impact Funeral Partners to scale through acquisition with discipline, transparency, and confidence. This role leads every financial dimension of IFP's M&A engine, from diligence and deal structure through post-close integration, while owning the planning, reporting, controls, and capital strategy of a growing multi-state, multi-location organization. The CFO is accountable for making IFP's financials credible, clean and easily reviewable.

CORE RESPONSIBILITIES

1. M&A, Due Diligence & Integration

Lead financial due diligence on acquisition targets: quality of earnings, normalized EBITDA, working capital, preneed trust and insurance obligations, and other financial liabilities

Build valuation models and structure deals (purchase price, earnouts, seller notes, rollover equity) in partnership with the CEO and acquisition team

Manage relationships with QoE providers, transaction counsel, and other deal advisors

Own the financial integration playbook for newly acquired locations, moving accounting, banking, payroll, and reporting onto IFP standards within defined timelines

Track post-acquisition performance against the deal model and report variances to leadership and the board

1. Capital Strategy & Investor Relations

Develop and execute the capital strategy that funds acquisition velocity, including credit facilities, equity, and seller financing

Own relationships with lenders, investors, and the board, including covenant compliance and board financial reporting packages

Manage cash, liquidity, and leverage so capital is available ahead of the acquisition pipeline

Lead preparation for any audit readiness and investor-grade reporting

1. Financial Planning & Analysis

Own the annual budget, rolling forecasts, and long-range financial plan

Build location-level P&Ls and dashboards that give GMs clear visibility into the drivers of their business

Partner with the Executive Team and operations on pricing, labor, and margin improvement across the network

Turn financial data into clear, actionable insight for the CEO and executive team

1. Accounting, Controls & Compliance

Own a timely, accurate monthly close and GAAP-compliant financial statements

Oversee preneed trust accounting and state regulatory financial compliance across every jurisdiction IFP operates in

Own multi-state tax strategy, compliance, and entity structure as the organization grows

Design and maintain internal controls that scale with the network and stand up to external audit

Oversee insurance, risk management, and treasury functions

1. Finance Team, Systems & Leadership

Build and lead a high-performing finance and accounting team that scales ahead of growth

Own ERP and financial systems selection and standardize them across a network that inherits varied systems through acquisition

Stay hands-on: comfortable building the model, reviewing the close, and getting into the details when it matters

Serve as a strategic partner on the executive team, helping shape IFP's growth while staying grounded in its mission and values

WHAT WE'RE LOOKING FOR

Previous CFO experience or similar responsibilities

Deep experience with M&A and integration

Strategic and hands-on financial leadership

A desire to grow with purpose, not just manage spreadsheets

Someone who leads by example and will help embrace and lead our culture

Someone who thrives in a fast-moving, entrepreneurial environment

KEY PERFORMANCE INDICATORS

Adjusted EBITDA and cash flow are the anchor KPIs for this role. The additional metrics below will also be considered when measuring the success and impact of this role.

KPI

Description

Adjusted EBITDA vs. Plan

Company-wide and location-level adjusted EBITDA against budget and forecast

Cash Flow

Cash generated from operations after capital expenditures, and cash conversion relative to EBITDA

Acquisition Performance vs. Deal Model

Post-close revenue and EBITDA of acquired locations against underwriting assumptions

Integration Timeline

Days from close until an acquired location is fully on IFP accounting, banking, and reporting

Monthly Close Cycle

Business days to close the books with accurate, reviewed financial statements

Forecast Accuracy

Variance between forecasted and actual revenue, EBITDA, and cash

Leverage & Covenant Compliance

Net leverage held within target range with all lender covenants met

WHAT SUCCESS LOOKS LIKE

Every acquisition is reviewed for due diligence, closed, and integrated onto IFP's financial platform on a predictable timeline

Acquired locations perform at or above the assumptions in their deal models

Capital is in place ahead of the pipeline, supporting 10-15 acquisitions per year

The close is fast and accurate, and leadership and the board trust the numbers

GMs understand and act on the financial drivers of their locations

IFP's financial function is a strength cited in diligence, not a risk flagged in it

LOCATION & COMPENSATION

Location: Lehi, Utah (in-office)

Compensation: Competitive, based on experience and impact.

This role is about more than numbers — it's about building the financial foundation of a company that's positively contributing to an entire profession.