Fractional CFO

Job Description

Job Description

We are looking for a Fractional CFO to deliver senior-level financial leadership for a diverse client portfolio. This role serves as a strategic partner to business leaders, helping them improve performance through thoughtful planning, forecasting, and financial analysis. The position is well suited for an experienced finance executive who can translate complex data into clear recommendations and support high-impact business decisions.

Responsibilities:
• Advise client leadership teams on financial strategy, including budgeting, forecasting, and multi-year business planning.
• Build and evaluate financial models, key metrics, and reporting tools that support informed decision-making.
• Recommend approaches for liquidity management, funding options, and overall capital strategy.
• Review high-level financial reporting and guide accounting treatment to promote accuracy and consistency.
• Work closely with controllers and finance team members to align day-to-day execution with broader financial objectives.
• Present financial findings, performance updates, and strategic recommendations to executives, boards, and ownership groups.
• Assess business risks, market patterns, and growth opportunities that may affect financial direction and results.
• Protect sensitive client and firm information while following established organizational policies and quality standards.• Bachelor’s degree in Accounting, Finance, or a related field.
• At least 7 years of progressive financial leadership experience, with 8+ years strongly preferred.
• Demonstrated expertise in forecasting, budgeting, and long-range financial planning.
• Strong ability to develop financial models and turn analysis into executive-level recommendations.
• Experience advising senior stakeholders on cash flow, profitability, and financing considerations.
• Excellent communication skills with the ability to present complex financial concepts to non-financial audiences.
• CPA or comparable advanced credential preferred.