Fractional CFO

This is a fully remote position, open to applicants in Arizona, +11 more states.

📋 Description

• Act as a Fractional CFO for a portfolio consisting of up to 30 clients.

• Evaluate financial statements, KPIs, cash flow, profitability, and overall business performance.

• Recognize financial trends, operational risks, and potential growth opportunities.

• Provide monthly financial assessments and strategic advice.

• Assist business owners in interpreting financial data and translating insights into actionable steps.

• Collaborate with bookkeepers to enhance financial accuracy and reporting.

• Create budgets, forecasts, and cash flow projections.

• Ensure clients are held accountable to their financial objectives and performance indicators.

• Establish and nurture long-term, trusted relationships with clients.

• Work together with internal team members to provide an outstanding client experience.

⛳️ Requirements

• Bachelor's degree in Accounting, Finance, or a related field.

• Robust background in accounting and financial management.

• Capability to convert complex financial data into actionable business advice.

• Exceptional communication and relationship-building abilities.

• High emotional intelligence and strong executive presence.

• Proficient analytical and problem-solving skills.

🏝️ Benefits

• Medical, dental, and vision insurance with 75% paid by the employer.

• Company-sponsored short- and long-term disability insurance.

• 401(k) plan with company matching up to 3.5%.

• Unlimited paid time off (PTO).

• Company-wide paid shutdown during Thanksgiving week.

• One additional mandatory paid week off each year.

• Employee Assistance Program (EAP).

• Pet insurance coverage.

• Legal benefits included.

• Opportunities for professional and leadership development.

• Fully remote work setting with flexible scheduling options.