Fractional CFO
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Job Description
Fractional CFO providing strategic financial advisory services to drive client growth and profitability. Facilitating client relationships and enhancing financial operations with expertise and collaboration.
Responsibilities:
- Deliver Executive-level CFO advisory services to clients, including financial strategy, forecasting, scenario planning, cash flow optimization, and other services included in the standard scope of work.
- Collaborate with internal or external Controllers to improve reporting to ensure clients receive high-quality financial information that aligns and supports strategic initiatives.
- Support the growth of the CFO practice by:
- Engaging in new business opportunities and client upsells.
- Mentoring and upskilling other CFOs within the firm.
- Ensuring consistent messaging and approach across the practice.
- Contributing to the development and standardization of service delivery models.
- Participating in training sessions for personal skill improvement.
- Communicate effectively with clients, internal teams, and leadership, translating complex financial information into actionable insights.
- Identify opportunities to improve client outcomes and proactively recommend solutions.
- Actively participate in internal initiatives aimed at enhancing operational efficiency, team collaboration, and knowledge sharing across the practice.
Requirements:
- Proven experience as a CFO or senior finance executive, ideally in advisory, consulting, or growth-stage business environments.
- Strong strategic thinking, problem-solving, and analytical skills.
- Exceptional written and verbal communication skills, with the ability to present complex financial concepts clearly to diverse audiences.
- Collaborative mindset, with experience working cross-functionally to drive results.
- Ability to mentor, coach, and upskill other finance professionals and seek personal growth opportunities.
- Comfortable managing multiple client engagements and priorities in a fast-paced environment.
- Demonstrated ability to standardize processes, improve reporting, and enhance overall service quality.
- Business development acumen, including supporting client acquisition and upsell initiatives.
Benefits:
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k) with company match
- Life Insurance (Basic, Voluntary & AD&D) company paid
- Paid Time Off (Vacation, Sick & Public Holidays)
- Family Leave (Maternity, Paternity)
- Short Term & Long Term Disability
- Work From Home
- Wellness Resources
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