CFO – Professional Services

This is a fully remote position, open to applicants in United States.

📋 Description

• Take charge of the client relationship, encompassing realization, utilization, NPS, retention, and growth for the entire portfolio of professional service clients.

• Act as the primary strategic advisor and relationship leader for business owners and executive teams.

• Identify and proactively mitigate account risks.

• Provide precise and timely financials within budget.

• Formulate and execute strategic financial plans that align with client growth and profitability goals.

• Oversee financial modeling for pricing strategies, utilization optimization, capacity planning, and growth scenarios.

• Offer guidance on partner or equity compensation structures.

• Create long-term cash forecasts and recommendations for capital allocation.

• Assist with M&A diligence, deal structuring, and integration planning.

• Cultivate and sustain relationships with clients’ external partners, including bankers, investors, and CPAs.

• Identify and pursue expansion opportunities within the existing client portfolio.

• Lead, manage, and ensure delivery team members are accountable for relationships, metrics, quality, timeliness, and EOS commitments.

• Conduct interviews and evaluate candidates for future team positions.

• Foster the development of team members through feedback, coaching, and growth discussions.

• Proactively escalate personnel and client issues to the Managing Director.

• Manage team capacity to prevent over- or under-utilization.

• Provide CFO services to the entire portfolio of nonprofit clients.

• Ensure delivery teams receive direction, context, and support to produce outstanding work.

• Complete time tracking, capacity planning, and quarterly Rocks.

• Engage in the Brand Ambassador program.

• Maintain security practices to safeguard client assets and firm data.

⛳️ Requirements

• Bachelor's degree in accounting, finance, or a related discipline.

• CPA certification is preferred.

• A minimum of 12 years of progressive financial leadership experience.

• Experience in a multi-client or Client Accounting Services (CAS) environment is highly preferred.

• Demonstrated success in executive-level financial advisory and ownership of client relationships.

• In-depth expertise in service-based financial modeling, utilization and realization metrics, billing structures, and revenue recognition.

• Proven track record of leading and developing accounting teams (LMA).

• Exceptional executive communication and stakeholder management skills.

• Strong familiarity with the EOS (Entrepreneurial Operating System) is preferred.

• Capability to deliver accurate and timely financials within budget.

• Proficient in M&A diligence, deal structuring, and integration planning.

• Competent in managing capacity, quality, timeliness, and team accountability.

• Ability to uphold security practices that protect client assets and firm data.

🏝️ Benefits

• Medical, dental, and vision insurance.

• 401K with employer matching.

• Life insurance.

• Long and short-term disability coverage.

• Options for HSA, FSA, and dependent care.

• Tenured PTO program — paid time off increases with years of service.

• Opportunities for professional development.

• Support for certification and continuing education.

• Annual bonus of up to 15% of base salary based on a CFO scorecard.

• A flexible, trust-based work environment.

• Opportunity to function as a partner, manage your own practice, lead your own team, and share in the results achieved.