Outsourced CFO (Louisville)

Position Summary

The Senior Business Services Advisor will be a member of the Business Advisory leadership team working closely with the Partner of the division and the client accounting team to provide high‑level advisory services to our clients and mentor the team. Specifically, this will include managing multiple high‑level client engagements across multiple divisions within the firm while aiding in developing the technical expertise of the entire team.

Primary Responsibilities

• Formulate the strategic direction of the business and tactical plans, budgeting systems, and performance metrics (KPIs).
• Financial analysis of potential acquisitions, including due diligence.
• Design meaningful financial reports and present them to internal and external parties.
• Understand current and potential risks to the business and develop mitigation plans (internal and external).
• Monitor cash needs, investment options, and term financing.
• Work with ownership in privately held companies to manage the transition of the owners from the company.
• Develop relationships with external professional advisors such as bankers, attorneys, insurance professionals, CPAs, etc.

Required Qualifications

• Bachelor’s degree in accounting required.
• 10+ years of work experience, preferably some experience in both public accounting and industry.
• CPA preferred.

Preferred Qualifications

• Demonstrated technical abilities in select areas such as accounting, regulatory, compliance, etc.
• Strong analytical, interpersonal, time management, research, and communications skills.
• Ability to work effectively with new and changing situations, including evolving professional standards.

Skills and Competencies

• Strong and effective communication, organizational and time‑management skills.
• Ability to work in a team‑based, collaborative environment.
• Thrives in a fast‑paced, changing environment.
• Adherence to all compliance policies and procedures.
• Demonstrate Cerity Partners culture.

Physical Requirements

Prolonged periods sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times.

Compensation Range

$150,000 - $200,000

Benefits

• Health, dental, and vision insurance – day 1!
• 401(k) savings and investment plan options with 4% match.
• Flexible PTO policy.
• Parental leave.
• Financial assistance for advanced education and professional designations.
• Opportunity to give back time to local communities.
• Commuter benefits.

Equal Opportunity Employer Statement

Cerity Partners is an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to View email address on apply.placed-app.com. Applicants must be authorized to work for any employer in the U.S.