Fractional CFO Advisor – Full-Time

Responsibilities

• Serve as CFO for approximately 25–30 clients.
• Analyze financial statements, KPIs, cash flow, profitability, and business performance.
• Identify financial trends, operational risks, and growth opportunities.
• Deliver monthly financial reviews and strategic recommendations.
• Help business owners understand financial data and turn insights into action.
• Develop budgets, forecasts, and cash flow projections.
• Hold clients accountable to financial goals and performance metrics.
• Partner with bookkeepers to improve financial accuracy and reporting.
• Build long‑term trusted advisor relationships with clients.
• Collaborate with internal team members to deliver an exceptional client experience.

Requirements

• Direct experience managing 4 or more concurrent client or business‑unit relationships in an advisory, fractional, outsourced CFO, CAS, or multi‑entity environment.
• Bachelor's degree in Accounting, Finance, or a related business field.
• Strong accounting and financial management background.
• Ability to translate complex financial information into practical business advice.
• Excellent communication and relationship‑building skills.
• High emotional intelligence and executive presence.
• Strong analytical and problem‑solving abilities.

Core Competencies

Demonstrates expertise in financial analysis, budgeting, and strategic advisory services, with a strong ability to translate complex financial data into actionable insights for clients. Builds and maintains trusted relationships while managing multiple client engagements effectively.