Fractional CFO (Greater Chicago Area)

Overview: Fractional CFOs at Third Road Management work with multiple clients on a routine basis and are responsible for financial strategy, financial planning and analysis, financial reports, company audits, compliance, and bank relationships. They collaborate with the business' leadership and ownership to make decisions regarding the company's financial strategy and operations. TRM’s Fractional CFOs possess strong, multi-faceted and experienced backgrounds in finance and management.

About Third Road Management: Third Road Management, a pioneer in the booming fractional services industry with a nationwide presence, was established in 2015 with a singular mission: to revolutionize how small to mid-sized organizations view and manage their financial operations. Across the nation, there are over one million organizations generating revenues under $100 million that lack the essential strategic, financial, and operational expertise needed to establish a sustainable and scalable foundation. Third Road Management addresses this challenge by offering a re-imagined CFO suite, featuring some of the most skilled Fractional CFOs and Accountants available in the market.

Responsibilities

• Build strong relationships with the client and existing team.
• Be a leader providing fresh, innovative ideas and have a tenacity for executing them.
• Leverage expertise to understand and resolve strategic, financial and operational issues to help client businesses measure results, scale and generate additional profits.
• Lead accounting team and maintain responsibility for clear, timely financial reporting.
• Create, measure and report upon key performance indicators across all business segments.
• Advise clients on strategic and operational matters that will assist in sustainable growth while mitigating risk factors. Third Road Management's Fractional CFOs must be able to provide some level of direction across business disciplines including accounting, finance, sales, marketing, human resources, IT, tax and operations/ production.
• Build 1, 3 and 5 year strategic growth plans.
• Perform investment analysis for capital expenditures and acquisitions.
• Manage a monthly and quarterly close process.
• Manage and review the General Ledger by preparing a trial balance; and preparing and reviewing reconciling or adjusting entries. Ability to close the books on both a cash or accrual basis as needed by client.
• Manage the preparation of annual legal entity and tax filings; coordinate with auditors to provide documentation as requested.
• Manage relevant financial audit and tax work for the Client by working with outside accountants. Create and document internal controls, policies and procedures and coordinate review with Client’s outside audit team where applicable.
• Manage completion of sales tax compliance, inventory tracking, and other areas unique to client industry as needed. Prepare and review various multi-state sales tax filings.

Qualifications

• Several years of experience in working with small to medium sized businesses in a CFO capacity. They can adapt easily to a variety of industries and understand the strategic, financial and operational challenges prevalent in each one.
• Can work independently with support or additional training from supervisor as needed.
• Communicate succinctly and with assurance to advise clients on best course of action. They can deal with a variety of complex accounting issues and explain the impact of said issues to Client.
• Excellent organizational skills, demonstrates ability to manage projects, and juggles multiple responsibilities simultaneously to meet deadlines
• Has the ability to get along with diverse personalities, while being tactful, mature, and flexible
• Possesses a strong ability to manage relationships and communicate both verbally and in writing.
• Competent in many systems, preferably QuickBooks Online or Enterprise. NetSuite is a plus. In general, adaptable to whatever accounting system the client utilizes.
• Bachelor’s degree from a top tier school is required.
• CPA (license does not need to be active).
• 15+ years of experience in accounting/finance, including in a CFO role at a small to mid-sized business.

Culture and Total Rewards: Third Road Management embodies a culture that provides unmatched flexibility, empowerment and balance while delivering deep expertise and excellence for our clients.

• Flexible & Hybrid Schedules
• Unlimited PTO (Full-Time Only)
• Competitive Compensation
• Health, Dental & Vision Insurance (Full-Time Only)
• 401(k)
• Genuinely Passionate and Personable Colleagues
• Quarterly Company Outings