CLIENT ACCOUNTING SERVICES CFO

OASIS

Clifton Park, NY

Job Description
Job Description
Benefits:
401(k)
401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Health insurance
Vision insurance
About OASIS:
OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs. Our team supports clients through bookkeeping, compliance, and reporting—powered by cutting-edge technology and a people-first culture.
About the Role:
OASIS Directors provide outsourced CFO-level leadership across a range of industries, helping clients manage their strategic finance functions, cash flow, capital planning, and team development.
Responsibilities:
Act as outsourced CFO for select clients, managing internal and external finance teams
Deliver strategic advice, cash flow forecasts, and capital plans to client leadership
Build and review monthly financial packages with analysis and recommendations
Design and implement budgeting frameworks and rolling forecasts
Lead special projects (e.g., pricing models, bank relationships, funding prep)
Represent OASIS at board meetings, investor calls, and key client events
Qualifications:
CPA or MBA strongly preferred
8–10+ years experience in senior accounting/finance roles, including CFO/controller functions
Demonstrated ability to lead teams and manage client relationships across sectors
Comfort operating in a fast-paced, tech-enabled, fractional environment

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Vacancy posted 10 days ago

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