Key Responsibilities

Fractional CFO & Financial Advisory

• Lead and manage fractional CFO engagements for clients across various industries.

• Develop financial models, budgets, forecasts, and strategic financial plans.

• Build cash-flow management and forecasting tools to improve financial visibility.

• Partner with executive leadership to establish KPIs and improve financial performance.

• Evaluate accounting and finance functions and recommend operational improvements.

• Enhance month-end closing, financial reporting, and management analysis.

Strategic Finance & Special Projects

• Conduct product, service, and customer profitability analyses.

• Perform cost studies and identify opportunities to improve margins.

• Assess and optimize ERP systems and financial reporting processes.

• Support buy-side and sell-side due diligence activities.

• Assist clients with acquisitions, refinancing, and restructuring initiatives.

• Provide financial insights supporting long-term strategic decisions.

Client Relationships & Practice Development

• Serve as a trusted financial advisor to business owners and executive teams.

• Manage multiple client engagements while ensuring exceptional service delivery.

• Identify opportunities to expand existing client relationships.

• Collaborate with internal business development teams to generate new engagements.

• Develop relationships with referral partners and professional networks.

• Contribute to the continued growth of the CFO advisory and outsourced accounting practice.

Qualifications

• Significant progressive experience in accounting, financial leadership, or advisory services.

• Background in fractional CFO services, financial consulting, or senior corporate finance leadership.

• Strong financial modeling, budgeting, forecasting, and cash-flow management capabilities.

• Experience advising executive leadership and business owners.

• Understanding of financial reporting, accounting operations, and ERP systems.

• Ability to manage multiple client engagements and competing priorities.

• Strong communication, presentation, and relationship-management skills.

• Demonstrated ability to identify business challenges and develop practical financial solutions.

• Experience developing client relationships or generating advisory opportunities.

Preferred Qualifications

• CPA designation.

• Previous experience with a CPA firm, CFO advisory practice, or outsourced accounting group.

• Experience supporting mergers and acquisitions, due diligence, or restructuring.

• Background in financial transformation and process improvement.

• Established professional referral network.

Why Consider This Opportunity?

• Join an established accounting and advisory organization with a strong reputation.

• Work directly with business owners and executive leadership teams.

• Gain exposure to diverse industries and complex financial challenges.

• Take ownership of strategic advisory engagements.

• Help expand a growing CFO consulting practice.

• Access professional development and career advancement opportunities.

• Benefit from a people-focused culture that values flexibility, collaboration, and professional growth.