Fractional CFO | Accounting Manager | Strategic Business Advisor
100% Remote | Amazing Work-Life Balance | Advisory-Focused Firm | Base to $135K
- You know you're capable of more than closing the books.
- You enjoy financial analysis, forecasting, and helping business owners make better decisions.
- You can roll up your sleeves and clean up accounting when necessary, but what really energizes you is sitting across from a business owner and helping them understand the story behind the numbers.
- You enjoy building processes.
- You enjoy leading people.
- You enjoy taking complexity and turning it into clarity.
- And you're looking for a role where you can wear multiple hats, have meaningful client impact, and continue growing professionally.
If that's you, keep reading.
About the Opportunity
We're partnering with a growing, entrepreneurial advisory firm that works closely with small and mid-sized businesses across multiple industries.
This is not a role where you'll spend your days buried in spreadsheets and month-end closes.
This is an opportunity to become a trusted advisor to business owners who need strategic financial leadership but aren't yet ready for a full-time CFO.
You'll work directly with clients to help them:
โข Understand their financial performance and key business drivers
โข Improve profitability and cash flow
โข Build budgets, forecasts, and financial models
โข Create meaningful KPI dashboards and reporting packages
โข Make better business decisions using real-time financial information
โข Navigate periods of growth, change, and complexity
You'll also play an important leadership role internally by supporting and developing the firm's accounting team and helping ensure exceptional client delivery.
What You'll Be Doing
โข Serve as a Fractional CFO and strategic advisor to multiple clients
โข Lead financial planning, forecasting, budgeting, and cash flow management initiatives
โข Review and interpret financial statements and communicate insights in a way business owners can understand
โข Develop KPI reporting, dashboards, and performance metrics
โข Conduct client meetings focused on actionable recommendations and business improvement opportunities
โข Review accounting work completed by internal team members and client personnel
โข Assist with bookkeeping cleanup projects and onboarding of new clients when needed
โข Support financial software implementation and process improvement initiatives
โข Provide leadership, training, and mentorship to the firm's accounting team
โข Help business owners gain confidence and clarity in their financial decision-making
What Success Looks Like
You're someone who:
โข Can zoom out and think strategically while still understanding the details
โข Communicates complex financial concepts in simple, practical terms
โข Enjoys working directly with entrepreneurs and leadership teams
โข Thrives in an environment where no two days look exactly alike
โข Is comfortable moving between advisory work, team leadership, and hands-on problem solving
โข Takes ownership and enjoys creating order from complexity
โข Wants to help build something rather than simply maintain the status quo
What We're Looking For
โข 8+ years overall accounting experience
โข 3+ years of experience in a CFO, Controller, Accounting Manager, Client Advisory, or senior finance leadership role
โข Strong understanding of budgeting, forecasting, financial reporting, and cash flow management
โข Experience working with small and mid-sized businesses
โข Strong knowledge of GAAP and financial statement analysis
โข Advanced proficiency in QuickBooks Online and Excel
โข Excellent communication and relationship-building skills
โข Prior team leadership, supervision, or mentoring experience preferred
โข CPA, CMA, or CFA credentials are highly valued
Why This Role Is Different
Most accounting leadership roles ask you to manage processes.
This one asks you to influence outcomes.
Most finance roles focus on reporting history.
This one helps business owners shape the future.
Most positions put you in one lane.
This opportunity allows you to be a strategist, coach, advisor, and leader all in the same week.
If you're looking for a role where your financial expertise can genuinely change a business's trajectory and create meaningful impact for clients and teammates alike, we'd love to have a conversation.