Fractional CFO (San Diego)

Want to work for a Company that puts you first?! At Optima Office our people are the most important asset. Optima Office was voted as a BEST PLACE TO WORK since 2020 by the San Diego Business Journal, as well as fastest growing company by inc 5000!! Let us show you why!

Optima Office is a female owned company that provides Outsourced Accounting, Fractional CFO and COO services along with Human Resources Support. We serve over 300 companies across the United States but are mostly focused on the West Coast. We are a fast-growing company who continues to add clients and team members at a steady pace. In 2022 we were the 10th fastest growing company in San Diego.

Our Vision as a company is to have the highest retention with our clients and employees in the industry. Happy Staff = Happy Clients has been our founder’s motto for a decade. Half of the company’s profits get paid out as bonuses to the team and for fun company events.

We have a huge emphasis on work‑life balance and provide a flexible environment which allows our team to choose their own schedule. Over half of our 100 employees are working parents who value flexibility and family time.

“I love working for Optima! I am super happy with my decision to work for Optima and am thankful for the opportunities they have provided me!” – Robbie W, Client Services

“What a treat it is to work with several different clients, industries, and team members! It means a lot to work for a company that is genuinely caring and supportive to its employees, and I look forward to being part of the Optima Office family for years to come.” – Sr. Accountant

Check out some more testimonials and reviews

What to Expect Starting at Optima Office as a Fractional CFO

• Flexibility – you will be paired with clients that allow you to work the hours you prefer.
• Work/Life Balance – whether you’re spending time with family or enjoying a new hobby, we believe a healthy work/life balance is beneficial for both our consultants and our clients. We believe in optimizing our time at work so that we can spend quality time with our friends and family outside of the office.
• You Come First – we are passionate about setting our consultants up for success. We have a career development program along with a robust training platform.
• Purpose Driven – we enjoy partnering with like minded clients. Our client’s values tend to line up directly with our own, making for a unique partnership with mutual benefits.

Optima Office is the place for you if…

• You are adaptable – you can adjust on the fly and welcome diverse clients.
• You are technically strong – you have experience in accounting, finance or HR and can be relied upon by colleagues and clients for accurate and timely work. A variety of industry and software experience is considered a huge plus, but not required for staff level positions. We certainly welcome subject matter experts at the more senior levels.
• You are a pro‑active communicator who has a sense of urgency with response time.
• You are kind and collaborative – you are a team player who works well with others.
• You are a self‑starter – you take initiative and are proactive in accomplishing your goals.

An Optima Office Fractional CFO is a key business partner of our client’s Chief Executive Officer or business owner, providing strategic financial support for their business on part‑time/fractional basis. The Fractional CFO is contracted for specific, strategic financial support for either a defined project or on‑going services. They are typically highly skilled professionals with backgrounds that span multiple decades of financial and operational experience. They become an integrated part of the management team, bringing stronger financial understanding to the client. This position plays a pivotal role in client management and communication and will manage other Optima Office accounting and finance staff.

Responsibilities & Duties

• Oversee preparation of month‑end, quarter‑end, and year‑end financial statements.
• Review all month‑end closing activities including general ledger maintenance, balance sheet reconciliations and overhead cost allocation.
• Enhance and implement financial and accounting systems, processes, tools, and control systems.
• Serve as a key point of contact for external auditors; manage preparation and support of all external audits.
• Oversee budgets and cash flow planning and communicate availability of funds, as needed.
• Oversee financing strategies and activities, as well as banking relationships.
• Develop and utilize forward‑looking, predictive models and activity‑based financial analysis to provide insight into the organization’s operations and business plans.
• Promote efficient accounting and financial reporting workflow.
• Assist with the formation of client work plans and monitor, measure & report progress.
• Train, support, and mentor the professional development of Optima Office staff.
• Continually source and implement best practices and make recommendations.
• Work with the client’s Board of Directors, as requested, to provide financial reporting and analyses.
• Operate under the highest standards of courtesy, professionalism, and ethics.
• Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.
• Delegate authority for the disbursement, banking, protection, and custody of funds, securities, and financial instruments.

Additional Perks and Benefits

• All positions can be Full Time, Part Time, In Person or hybrid. Our clients do like to see us from time to time, but working remotely most of the time is an option.
• 401K with company match of up to 50% of the first 6%.
• Competitive pay with revenue sharing for salaried individuals.
• Medical, Dental, Vision & Life Insurance.
• Vacation, Sick and Holiday Pay.
• Bonusly – Peer to Peer Recognition Program.
• Mentorship program.
• Happy hours and much more!

Pay Rate: $120-$150/hour

Requirements

Minimum Qualifications (Knowledge, Skills and Abilities)

• Bachelor’s degree or master’s degree in Accounting, Finance or Business‑related field.
• 15 years progressive experience in a business, accounting, or finance environment.
• Willing and able to work in a hybrid capacity - 3 days in office a week (San Diego).
• Experience in a senior financial‑management role, partnering with executive staff, resulting in the development and implementation of creative financial management strategies.
• Experience working with information technology staff to manage finance and accounting software packages.
• Excellent analytical and abstract reasoning skills, plus excellent organization skills.
• Demonstrated leadership ability, team management, and interpersonal skills.
• The ideal candidate will possess leadership and supervisory capabilities, solid operational and technical accounting skills and works proactively to drive results.
• Demonstrated mentoring, coaching and organizational administrative skills.
• This person is a self‑starter, flexible, has a high level of integrity and is action and goal‑oriented in a fast‑paced, team‑oriented, collaborative environment. Self‑managed and ability to work independently while managing multiple projects and deadlines.
• Must be PC proficient.
• Thorough knowledge of general accounting including application of general accounting theory.
• Ability to develop and maintain strong client relationships.
• Must have strong experience with Microsoft Excel.
• Strong verbal and written communication skills.

Preferred Qualifications

• CPA
• Experience working in a consulting environment or professional services firm.
• Experience with QuickBooks and/or another automated accounting systems.