Job Description:
• Serve as CFO for approximately 25–30 clients
• Analyze financial statements, KPIs, cash flow, profitability, and business performance
• Identify financial trends, operational risks, and growth opportunities
• Deliver monthly financial reviews and strategic recommendations
• Help business owners understand financial data and turn insights into action
• Develop budgets, forecasts, and cash flow projections
• Hold clients accountable to financial goals and performance metrics
• Partner with bookkeepers to improve financial accuracy and reporting
• Build long-term trusted advisor relationships with clients
• Collaborate with internal team members to deliver an exceptional client experience
Requirements:
• Direct experience managing 4 or more concurrent client or business-unit relationships in an advisory, fractional, outsourced CFO, CAS, or multi-entity environment
• Bachelor's degree in Accounting, Finance, or a related business field
• Strong accounting and financial management background
• Ability to translate complex financial information into practical business advice
• Excellent communication and relationship-building skills
• High emotional intelligence and executive presence
• Strong analytical and problem-solving abilities
Benefits:
• Medical, dental, and vision insurance (75% employer-paid)
• Company-paid short- and long-term disability insurance
• 401(k) with company match (up to 3.5%)
• Unlimited PTO
• Company-wide paid shutdown during Thanksgiving week
• One additional mandatory paid week off annually
• Employee Assistance Program (EAP)
• Pet insurance
• Legal benefits
• Professional and leadership development programs
• Fully remote work environment with flexible scheduling