Fractional Chief Financial Officer

Client Advisory Services (CAS), Senior Manager

Location: Tampa, FL

Job Type: Full-Time

About Us

At 1Source Partners, we serve as trusted advisors dedicated to supporting the growth and long-term success of our clients. We operate in a dynamic, fast-paced environment where relationships, precision, agility, and collaboration drive everything we do. Our firm provides comprehensive accounting, tax, assurance, and advisory services tailored to the unique needs of business owners, executives, and independent professionals. Our team is composed of experienced professionals who bring both technical expertise and a deep understanding of business operations. We value strong client relationships and work collectively to deliver insightful guidance, exceptional service, and measurable result

Position Overview

We are seeking a technically strong and client-focused Client Advisory Services Senior Manager to join our growing advisory practice. In this role, you will serve as a fractional CFO and trusted financial executive for a portfolio of clients across the hospitality, construction, real estate, and professional services industries. You will provide executive-level financial leadership – attending leadership meetings, advising on capital strategy, and presenting financial insights to Boards and C-Suite stakeholders – while ensuring the integrity of financial reporting in accordance with U.S. GAAP. You will also oversee month-end and year-end close processes, lead budgeting and cash flow forecasting, and support M&A transaction accounting. This is a high-impact role for a technically deep accounting professional who is equally comfortable advising a CEO on growth strategy and driving process improvements across engagements.

Key Responsibilities

Fractional CFO & Client Advisory

• Serve as a trusted advisor and primary point of contact for assigned client accounts, building strong relationships grounded in technical credibility and responsiveness.
• Serve as the embedded financial executive for clients, attending leadership meetings, board sessions, and strategic planning processes to provide CFO-level guidance and support.
• Identify and communicate accounting risks, opportunities, and process improvement recommendations to client stakeholders.
• Present financial results, insights, and recommendations to Boards of Directors, C-Suite executives, and senior finance leadership, translating complex accounting information into clear, actionable narratives.
• Partner with integrated internal teams across tax, assurance, and advisory to deliver comprehensive client solutions.

Technical Accounting & GAAP Center of Excellence

• Manage and oversee accounting operations, including preparation and review of financial statements in accordance with U.S. GAAP.
• Develop, analyze, and present financial statements, management dashboards, and KPI reports tailored to each client’s industry and stage of growth.
• Review and evaluate significant accounting transactions, including identification, research, and guidance on complex technical accounting issues to ensure compliance.
• Lead and support efficient month-end and year-end close processes across client engagements.
• Establish and maintain strong internal controls and ensure accuracy in financial reporting.
• Coordinate and oversee regulatory and tax reporting requirements as applicable.
• Where applicable, manage the external audit process, including preparation or review of all auditor requests and supporting schedules.
• Serve as the practice's primary technical accounting resource, providing authoritative guidance on complex U.S. GAAP topics including revenue recognition (ASC 606), leases (ASC 842), business combinations, and equity compensation.
• Develop and maintain a library of internal technical memos, accounting policy templates, and decision trees for use across the practice.
• Serve as the escalation point for complex technical accounting questions requiring senior-level judgment across client engagements.
• Lead, mentor, and develop accounting staff, fostering a culture of accountability, accuracy, and professional growth.
• Review and provide feedback on the work of associates and senior accountants before delivery to clients.
• Contribute to training initiatives and knowledge sharing across the practice.

Process & Systems Optimization

• Design and implement process improvements to increase efficiency and accuracy across client engagements.
• Champion documentation standards and best practices in financial reporting and close processes.

Qualifications

• Bachelor’s degree in Accounting or Finance required; graduate degree preferred.
• 10+ years of progressive accounting experience, including prior experience in a fractional CFO, CFO, or senior financial leadership role.
• Deep knowledge of U.S. GAAP and financial reporting standards; experience with technical accounting research and documentation.
• Proven experience managing and reviewing financial statements, account reconciliations, and close processes across multiple clients.
• Strong track record of leading accounting teams with a hands‑on, detail‑oriented leadership style.
• Experience in a CPA firm, professional services, or outsourced accounting environment required.
• Experience supporting M&A transactions, capital raises, or investor readiness preferred.
• Demonstrated ability to advise clients or senior stakeholders on complex accounting matters with clarity and confidence.
• Exceptional organizational skills with the ability to manage multiple client engagements and competing priorities simultaneously.
• Excellent written and verbal communication skills, with the ability to present financial results, strategic insights, and recommendations clearly to Boards of Directors, C‑Suite executives, and business owners.
• Comfortable operating in a small to mid‑sized, entrepreneurial environment — both strategically and hands‑on.
• Generous PTO policy
• 401k plan with employer contributions
• Opportunities for growth

Why Join Us?

• Dynamic and Growing Firm: Join a forward-thinking firm experiencing exciting growth across multiple service lines. We foster an environment that prioritizes agility, upholds the highest standards of quality and accountability, encourages collaboration, nurtures strong relationships, and is guided by a shared commitment to excellence.
• Commitment to Professional Development: We invest in our people through regular performance reviews, support for professional education and certifications, in‑house training opportunities, and a structured coaching and mentorship program.
• Collaborative and Client‑Focused Culture: Work alongside professionals who take pride in building strong client relationships and delivering exceptional service. Our team‑oriented approach ensures you have the support and resources needed to succeed.
• Comprehensive Compensation and Benefits: We offer a competitive compensation structure, performance‑based incentives, and a comprehensive benefits package designed to support your overall well‑being and work‑life balance.