Chief Financial Officer (CFO)

Job Description

Job Description

Who We Are

McGuire Sponsel is a national specialty tax consulting firm founded in 2007. We serve 500+ CPAs and businesses across the country. We pride ourselves on combining technical expertise with exceptional client service. We have 5 offices throughout the United States: Indianapolis (HQ), Atlanta, Dallas, Phoenix, & Detroit. We are a rapidly-growing consulting firm and pride ourselves on finding and cultivating the best talent! Read about our GREAT culture below...

Core Values

• G rowth Mindset: We embrace challenges as opportunities to learn and evolve. With a deep desire to continuously level up, we approach our work with curiosity, humility, and a willingness to fail forward. Progress is built on iteration, not perfection.
• R elationship Focus: We invest in authentic, trusting relationships — with our clients, our teammates, and ourselves. We lead with honesty, communicate openly, and collaborate with intentionality. Strong relationships are our foundation for great work and long-term success.
• Strives for E xcellence: We hold ourselves to the highest standards of integrity, quality, and intelligence. From strategic thinking to technical execution, we take pride in delivering exceptional work. Excellence is not an outcome — it's a mindset we bring to everything we do.
• A wareness: We operate with emotional intelligence and self-awareness, understanding how our actions impact others and the broader team. We’re committed to personal growth, constructive feedback, and leading ourselves before leading others.
• T enacity: We show up with resilience, grit, and determination — especially when the work gets hard. We’re solutions-oriented, driven, and persistent in pursuing the best outcomes for our clients and our team. We don’t give up; we level up.

Role Overview

The mission of the CFO is to drive the company’s financial strategy and long-term value creation by aligning financial planning, risk management, and capital allocation with business objectives. The CFO is a strategic partner to the Managing Shareholder and the executive leadership team, not solely a steward of the books. This leader owns the financial architecture of the business — the systems, the forecasting discipline, the capital decisions, and the reporting that gives leadership a clear and honest view of performance. The CFO translates financial insight into decisions that improve profitability, protect the organization from risk, and position it for sustainable growth.

Read more about McGuire Sponsel here.

Department : Finance
Reports to : Managing Shareholder
Type : Full-time, exempt

Responsibilities

• Define and lead the company’s financial strategy aligned with business goals.
• Translate corporate strategy into financial targets, operating budgets, and measurable performance goals across business units.
• Establish the financial planning calendar and cadence — annual budget, rolling forecast, and periodic re-forecasts — and hold leaders accountable to it.
• Optimize investment decisions, funding strategy, and resource allocation.
• Evaluate investment opportunities, new service lines, technology spend, and acquisitions using consistent, well-defined return criteria.
• Oversee financial risks, reporting, forecasting, and long-term sustainability.
• Maintain cash flow forecasting and working capital management that keeps the business solvent and flexible through variable conditions.
• Build and maintain the internal control environment, ensuring compliance with GAAP, tax, and applicable regulatory requirements.
• Lead scenario and sensitivity planning so the leadership team understands the downside cases as clearly as the base case.
• Oversee the annual audit, tax filings, and relationships with external accountants, auditors, and advisors.
• Partner with the Managing Shareholder and leadership team to drive growth and performance.
• Partner with revenue and operations leaders on pricing, margin management, utilization, and productivity.
• Bring financial rigor to compensation design, incentive plans, and headcount planning in partnership with People/HR leadership.
• Build the finance function itself — hire, develop, and retain a team capable of supporting the company at its next stage of scale.
• Communicate financial performance and strategy to Shareholders and Practice Line leaders.
• Present financial results and forward-looking strategy in terms non-financial stakeholders can act on.
• Manage relationships with lenders, investors, auditors, and other external financial partners.
• Ensure transparency and consistency in how financial performance is communicated across the organization.

Role Competencies

• Accounting & Financial Systems, Processes & Technology: Ability to manage, optimize, and leverage accounting systems, processes, and technology to ensure accurate, efficient, and scalable financial operations.
• Team Leadership: Ability to lead, develop, and align a team to achieve high performance by setting clear expectations, driving accountability, and fostering a strong, collaborative team environment.
• Analytical Thinking: Ability to interpret data, identify patterns, and draw meaningful conclusions to support decision-making.
• Strategic Thinking: Ability to anticipate future opportunities and challenges, connect actions to long-term goals, and develop plans that drive sustainable business success.
• Financial Risk Management: Ability to identify, assess, and mitigate financial and compliance risks while ensuring appropriate controls and governance are in place.

Role Qualifications

• Bachelor’s degree in accounting, finance, or related field; CPA and/or Masters degree preferred.
• 10+ years of progressive financial leadership experience, including 5+ years at the CFO, VP Finance, or equivalent executive level.
• Background in M&A, integration, or other transaction work.
• Background in multi-entity complexity.
• Demonstrated ownership of financial strategy, forecasting, and capital allocation for an organization of comparable scale and complexity.
• Experience building and leading finance teams, including hiring, development, and succession.
• Experience in implementing or upgrading ERP, financial reporting, or business intelligence systems.
• Proven ability to present financial information credibly to boards, ownership groups, and non-financial audiences.
• Strong working knowledge of GAAP, financial controls, and audit and tax processes.
• Advanced proficiency in Microsoft Excel.
• Valid U.S. driver’s license and reliable transportation.
• Ability to travel up to 10% for executive leadership meetings.
• Ability to work mostly in-office.
• Preferred but not required: prior experience working in financial services or at a consulting firm.

Benefits & Perks

• Health, dental, & vision insurance
• Pet Wellness (Wagmo)
• Voluntary STD benefits and company-paid LTD
• Flexible Spending Accounts and Health Savings Accounts
• Life and Accidental Death & Dismemberment Insurance
• Supplemental Benefits (Accident, Cancer, Hospital Indemnity, & Critical Illness)
• Savings Marketplace – discounts on hotels, flights, movie tickets, electronics and more
• 401(k) with employer match
• 4 weeks of PTO
• 9 paid holidays & Summer Fridays
• Wellness programs
• Professional development opportunities
• Team-building events and social outings
• Clear career path and advancement opportunities

EEO Statement
McGuire Sponsel is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic.