Chief Financial Officer (CFO) - M&A & Portfolio Operations

Location: Taipei, Taiwan (with regular on-site travel to target & portfolio companies)

Position Overview

We are seeking an entrepreneurial, hands-on Chief Financial Officer for a long-term "Buy-and-Hold" asset management firm. This is not a traditional corporate controllership role focused on passive reporting.

We require an agile financial operator who thrives across the entire transaction lifecycle—from financial modeling, valuation, and hands-on Financial Due Diligence (QoE), to transaction structuring, post-merger integration (PMI), and operational value creation. This role directly impacts capital allocation efficiency and portfolio returns.

Key Responsibilities

1. M&A Deal Execution & Due Diligence (~40%)

• Financial Modeling & Valuation: Build robust, multi-scenario financial models from scratch (SDE/EBITDA multiples, DCF, IRR/MOIC sensitivity analysis, return attribution).
• Lead Financial Due Diligence (FDD / QoE): Analyze Quality of Earnings, normalize non-recurring items, audit revenue recognition, and identify off-balance-sheet liabilities and tax risks.
• Software & Recurring Revenue Metrics: Audit unit economics for software/SaaS targets, including ARR/MRR, Net Retention Rate (NRR), Churn Rate, gross margins, and deferred revenue.
• Deal Structuring & Negotiation: Structure Earn-outs, Seller Notes, and evaluate Asset vs. Share purchase tax implications. Lead financial negotiation of SPAs, including Working Capital Pegs and Locked-box/completion accounts.

2. Post-Merger Integration & Portfolio Operations (~30%)

• Day-1 to Day-90 Financial Takeover: Take immediate control of newly acquired targets—securing bank accounts, signing authorities, accounting systems, and internal controls within 90 days.
• Financial Standardization: Establish standardized group accounting policies and close schedules, ensuring accurate, audited monthly management reports within 3 months post-acquisition.
• Portfolio Intelligence: Build and maintain executive KPI dashboards tracking Cash Runway, Operating Margins, ARR Growth, NRR, and Revenue Per Employee.
• Value Creation: Partner with portfolio leadership to design annual budgets, margin improvement initiatives, and pricing optimizations.

3. Group Treasury & Capital Management (~20%)

• Liquidity Management: Manage group-level cash allocations and treasury buffers to fund upcoming pipeline acquisitions.
• Debt Financing: Structure acquisition financing facilities with banking partners, manage covenants, and run debt service stress testing.
• LP Reporting: Consolidate group financials and produce institutional-grade portfolio performance reports for the LP investment team.

4. Tax Structuring, Governance & Automation (~10%)

• Cross-Border Tax Planning: Optimize holding company structures for tax efficiency and dividend repatriation.
• System Automation: Spearhead the deployment of modern cloud ERP, accounting, and BI tools across small-to-midsize subsidiaries to automate manual reporting.

Candidate Qualifications

Must-Haves

• 5+ years of progressive finance experience, with at least 2–3 years in Private Equity, Search Funds, Corporate Development, or Big 4 Transaction Services (FDD / M&A Advisory).
• Proven track record of actively executing at least 2 complete M&A transactions.
• Exceptional financial modeling capabilities (100% self-sufficient in advanced Excel/Google Sheets modeling).
• Deep practical knowledge of corporate law and EAS/IFRS standards.
• Strong commercial acumen and negotiation skills when dealing directly with business owners, founders, and legal/tax advisors.
• Professional English proficiency for reviewing transaction documentation and cross-border commercial communications.

Nice-to-Haves

• CPA or CFA designation.
• Direct finance experience within SaaS, subscription, or software businesses (familiarity with Rule of 40 and unit economics).
• Prior experience building financial operations from the ground up in a 20–50 person company.
• Hands-on experience with SQL, Power BI, Tableau, or modern reporting automation tools.
• 12-Month Success Milestones
• Successfully close 1–2 platform acquisitions with zero major post-deal FDD blind spots.
• Achieve full 90-day financial onboarding across all newly acquired entities with timely monthly reporting.
• Deliver a scalable M&A playbook (standardized FDD checklists, valuation templates, and 100-day PMI frameworks).
• Deliver quantifiable profitability improvement in at least one acquired portfolio company.

職位定位

這不是一個坐在辦公室看報表、做例行彙報的傳統財務長職位。我們正在尋找一位具備「交易員嗅覺＋營運執行力」的財務領導者。你將深度參與交易全生命週期——從標的估值建模、主導財務盡調（FDD）、交易架構談判，到交割後進駐被投企業重塑財務體系與內控流程。你的每一個決策，都將直接影響控股集團資本配置的投資回報率（IRR / MOIC）。

核心職責

一、 併購交易執行與盡職調查（約 40%）

• 財務估值與情境建模：獨立建立精準的財務預測模型，包含 SDE/EBITDA 倍數估值、DCF 模型、報酬情境模擬（Sensitivities）及資本回收期分析。
• 主導財務盡調（FDD / QoE）：深入分析標的獲利品質（Quality of Earnings）、營收認列真實性、還原一次性損益、識別資產負債表外的隱藏債務與潛在稅務風險。
• 軟體及 SaaS 關鍵指標驗證：審查 ARR/MRR、淨續約率（NRR）、客戶流失率（Churn Rate）、毛利結構、客戶集中度與遞延收入（Deferred Revenue）認列。
• 交易架構設計與條款談判：評估 Earn-out、價金遞延（Seller Note）、股權 vs. 資產收購之稅賦差異；與律師、會計師及賣方對接，主導買賣合約（SPA）中的營運資金調整（Working Capital Adjustment）與交割日結算機制。

二、 投後財務整合與營運監控（約 30%）

• 90 天財務接管（PMI）：交割後第一時間進駐標的企業，迅速完成銀行帳戶、簽核授權、金流控制、帳務系統及核心合約的全面接管。
• 財務標準化與結算節奏：在收購後 3 個月內導入集團統一會計政策，建立標準化月結流程，確保能產出高準確度、可稽核的財務管理月報。
• 投後數據儀表板：設計並維護投資組合即時監控指標（現金流指標、營業利潤率、ARR 成長、續約率、人均創收產值）。
• 營運改善與預算管理：與被投公司經營團隊共同制定年度預算、成本優化專案及定價策略，持續追蹤執行成效。

三、 控股集團財務與資金管理（約 20%）

• 集團資金調度：統籌控股層級現金流與資金池管理，確保後續收購交易及投後營運的流動性充裕。
• 併購融資規劃：規劃並爭取銀行併購貸款（LBO / M&A Financing），建立良好金融機構往來，執行還款壓力測試。
• 投資人報告：編製集團合併財務報表及符合資產管理水準之投資組合營運與績效分析報告。

四、 架構設計、稅務規劃與系統自動化（約 10%）

• 控股架構與跨國稅務：優化控股投資架構，確保合規性與跨境股利發放之稅務效率。
• 數位工具與系統導入：主導被投企業導入現代化雲端會計 / ERP 與 BI 工具，以自動化取代傳統人力堆疊，提升人均產能。

任職資格

必備條件

• 5 年以上財務相關經驗，其中至少 2–3 年任職於私募股權（PE）、搜尋型基金（Search Fund）、企業投資部（M&A/Corp Dev）或四大會計師事務所交易諮詢服務部（TS/FDD）。
• 具備完整主導或深度參與至少 2 件併購交易的實戰經驗，能具體闡述在專案中的實質貢獻與風險排查案例。
• 極強的財務建模能力，能獨立、快速從零建立架構嚴謹的 Excel 估值與財務模型。
• 精通公司法及 EAS / IFRS 實務。
• 具備成熟的商業溝通與談判能力，能直接與賣方企業主、被投公司創辦人及外部專業顧問對話。
• 優秀的商務英語能力，能獨立處理跨國合約審閱與海外業務往來。

加分條件

• 持有 CPA 或 CFA 專業證照。
• 具備 SaaS/訂閱制軟體業財務管理經驗，深諳訂閱經濟學與 Rule of 40。
• 具備 20–50 人規模的中小型企業從零建立財務體系與內控機制的實作經驗。
• 熟悉數據分析工具（SQL、PowerBI、Tableau）或財務自動化腳本。

入職前 12 個月的關鍵成果（Milestones）

• 完成 1–2 件收購交易交割，且投後驗證 FDD 無重大遺漏風險。
• 被投企業於交割後 90 天內完成財務接管，並於每月第 5 個工作日前產出可信管理月報。
• 建立標準化、模組化的併購財務作業工具包（財務模型範本、DD 檢核表、投後 100 天交接手冊）。
• 在至少一家被投企業推動可量化的營運改善（如毛利率提升或營運成本降低）。

本職位不適合以下人選

• 習慣大型外商成熟體系、依賴龐大團隊分工，只做覆核與彙總報告者。
• 僅具備單一財務職能經驗（如單純總帳報表或單純預算編製）者。
• 排斥進駐被收購公司的現場、不願意親自動手釐清混亂的帳務與流程者。