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Chief Financial Officer/ Mergers & Acquisitions
Chief Financial Officer/ Mergers & Acquisitions-March 2024
Denville
Mar 31, 2026
About Chief Financial Officer/ Mergers & Acquisitions

  Since 2001, PlanITROI has been providing global Reverse Logistics, IT Asset Disposition (ITAD), and Asset Recovery Services (ARS) for OEM’s, Retailers, Enterprises, Education, and SMB organizations, committed to preserving the highest levels of environmental responsibility and data security while changing lives with their retired computing devices. PlanITROI leverages the circular economy to do social good, by turning clients' old returned, retired, or idle IT devices ( laptops, PC’s, smartphones, tablets, etc.) into recertified, affordable technology solutions sold direct and through the largest retailers in the world.

  PlanITROI is seeking a hands-on, strategic Chief Financial Officer who can implement and integrate our vision of “Closing the Digital Divide with Affordable Technology " The ideal candidate must have proven experience working with rapid growth organizations (from $10MM to $25MM+ in EBITDA) and demonstrated due-diligence and integrating acquisitions to support such growth.

  As the Chief Financial Officer, specializing in buy-side mergers and acquisition (M&A) growth, you will play a critical role in driving financial strategy, ensuring fiscal responsibility, and contributing to the overall success of the organization's M&A activities. You will collaborate with executive leadership, providing financial insights and expertise to support informed decision-making and strategic growth initiatives. A successful candidate will have proven success leading finance, and other corporate departments of a global operation while also executing on a consolidation strategy as a key component of the company’s growth objectives. You must be skilled in integrating acquisitions to be accretive and maximize the company’s financial performance. This role is remote on eastern time only.

  Mission: Build and Lead a team with "A" players for best-in-class processes and systems by providing accurate, timely and transparent financials to take PlanITROI to $500M through acquisitions and organic growth profitability.

  Responsibilities:

  Lead Accounting department, budget preparation, and audit functions

  Direct the preparation of all financial statements, including income statements, balance sheets, tax returns, and reporting

  Develop & manage financial planning and analysis of cash flow, cost controls, and expenses to guide business and EBITDA growth plan

  Work with department leaders to monitor and make recommendations to support rapid growth (Accounting/Finance, Information Systems and Business Intelligence)

  Build and lead a net new team to research and source new deal flow opportunities through acquisitions

  Execute on deal structuring, negotiation, due diligence, and integration efforts

  Support the development of short and long-range business forecasts and marketing plans

  Prepare, communicate and guide the M&A process, timeline, and key deliverables

  Compare sales and profit projections to actual figures and budgeted expenses to actual expenses; makes or oversees any necessary adjustments to future projections and budgets

  Support all departments with accounting, budgeting, reporting, forecasting and cash management.

  Develop and execute on acquisition strategy: scale, manage & lead in the sourcing, structuring, negotiating, and integrating of acquisitions to support EBITDA driven growth

  Establish and oversee metrics and KPI scorecards to provide visibility into the health and wealth of the organization

  Select, implement and manage a new ERP system

  Requirements & Experience:

  Strong preference in ITAD or Reverse Logistic experience

  Proven success in a Corporate Finance or related capacity and demonstrated experience using financial and operational levers to maximize a company’s financial performance creating, coordinating, and evaluating financial programs and supporting information systems of the organization to drive efficient utilization of corporate assets.

  Master's degree in Business Administration, Accounting, or Finance required

  Certified Public Accountant designation preferred

  Eight to ten years of experience in financial management required

  Expert in creating a successful playbook strategy for M&A as a key component of a growth strategy, with direct responsibility for sourcing, structuring, negotiating, and integrating acquisitions in companies from $5MM to $100MM+ revenues

  Ongoing analysis of business processes and leveraging a company’s scale to drive top and bottom line growth

  The ability to connect all business units and external partners in a complex business environment

  Experience in an eCommerce/Revenue Share model favorable

  Experience in selection, implementation, and development of ERP systems

  Excellent management and supervisory skills

  Excellent analytical and organizational skills

  Expertise in QuickBooks online or alike

  Expertise in Microsoft Office Suite

  Excellent written and verbal communication skills

  Must thrive in a fast paced environment

  PlanITROI Core Values

  Driven & Confident

  Think Win/Win Always

  Own IT/Solve IT

  Personal Growth Leads to Professional Growth

  Innovate & Change the World

  Proud to be Part of the PlanITROI Family

  Visit our websites for more information:

  www.PlanITROI.com, www.Digital DreamsProject.com, www.BuyRefurbished.com

  “PlanITROI is an equal opportunity employer. We prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws."

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