Client CFO

-Demonstrated success working with businesses of up to $50M in annual revenue.

Position Overview:

As a Client CFO, you will serve as a strategic financial partner to small business owners, providing high-level oversight and guidance to organizations. This role focuses on providing strategic level as well as in-the-weeds guidance, including managing month-end close processes, analyzing financial statements, and using KPI-driven forecasting to drive business performance. By aligning financial systems with strategic goals, you will help clients optimize profitability, improve cash flow, and make informed business decisions.

Responsibilities:

-Act as a strategic financial partner to small business owners, providing high-level financial leadership and insight.

-Oversee all financial aspects of client engagements, ensuring accuracy and efficiency.

-Manage the month-end close process, including reconciliations and financial reporting.

-Develop and analyze key performance indicators (KPIs) to drive business decisions.

-Conduct financial statement analysis to identify trends and opportunities for improvement.

-Translate financial data into actionable business strategies for growth and profitability.

-Align financial systems and processes with clients’ strategic goals.

-Provide cash flow forecasting, budgeting, and financial planning support.

-Build and maintain strong client relationships to support long-term business success.

-Advise on financial best practices, risk management, and operational efficiencies.

Qualifications:

-Bachelor’s degree in Accounting, Finance or related field.

-6+ years of progressive accounting/finance leadership experience, ideally in a CFO or Controller capacity.

-Experience with multiple accounting ledgers such as QuickBooks, Xero, Sage, etc.

-Advanced Excel skills (pivot tables required; VBA/macros a plus).

-Industry experience in construction is a strong plus.

-Business and personal tax experience is a plus.

Compensation, Benefits & Relocation

This full-time, fully remote opportunity offers a competitive annual salary ranging from $140,000 to $165,000, based on experience. In addition to compensation, employees enjoy a comprehensive benefits package that includes a 401(k) retirement plan with match, medical, dental and vision insurance, life insurance, HSA and more. The standard schedule is Monday through Friday, 8:00 AM to 5:30 PM with the occasional need to work outside those hours to support a client. The team you’ll be joining is composed of passionate, experienced professionals who take pride in their craft and work collaboratively to uphold the highest. The company culture is built on respect, dedication, and a shared commitment to excellence.

How To Apply

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