Chief Financial Officer

The Palmer Group

A fast-growing professional services firm is seeking a forwardthinking Chief Financial Officer (CFO) to work closely with the firm partner in delivering highlevel financial leadership to priority clients. This role is client-facing, acting as a strategic advisor for complex businesses while also mentoring and elevating the internal bookkeeping team. The ideal candidate is proactive, innovative, and focused on improving processes, technology, and overall service quality. If you are ready to take the next step in your career and match the qualifications below, please apply now!

Work Model:

On-Site

What You Will Do:

Provide financial guidance to complex, high-priority clients
Interpret financial data and advise on key business decisions
Build and oversee advanced reporting such as cash flow projections, budgets, financial models, profitability analysis, and KPI dashboards
Identify financial risks, inefficiencies, and growth opportunities
Present insights to business owners and leadership teams
Support clients with financial strategy, scalability, and operational improvements
Partner with the finance manager to ensure accuracy and completeness of financial work
Maintain high standards for reporting accuracy, timeliness, and compliance
Review complex accounting treatments and ensure proper transaction coding
Oversee monthend and yearend processes for priority clients
Implement internal controls and quality assurance procedures
Train and mentor the finance team in bookkeeping, coding, financial statements, and workflow management
Develop standardized processes and best practices
Provide ongoing coaching and performance support
Promote accountability, accuracy, and continuous improvement across the team

What You Will Need to Be Successful:

CPA preferred
7+ years of progressive accounting and financial leadership experience
Prior experience in cash flow management, financial modeling, and complex reporting
Experience serving small or midsized businesses, ideally in a public accounting environment
Proven ability to lead and develop accounting teams
Advanced GAAP knowledge
Strong analytical, organizational, communication, and presentation skills
Excellent professionalism, accountability, and integrity

Benefits Overview:

Health, dental, and vision insurance
401k
PTO

Interested and qualified candidates can contact Palmer Group at View phone number on click.appcast.io or email View email address on click.appcast.io.

Apply

Vacancy posted 2 days ago

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