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.

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.

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.

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.

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.

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.