Fractional CFO – Partnering with Owners to Build More Profitable Companies

This is a fully remote position, open to applicants in Arizona, +12 more states.

📋 Description

• Act as the primary financial collaborator and advisor for around 30 client businesses.

• Analyze financial statements to determine areas of profitability and loss.

• Develop forecasts, budgets, cash flow strategies, and KPI dashboards.

• Collaborate directly with owners on pricing strategies, margin enhancement, and operational profitability.

• Assist owners in making strategic growth decisions and ensure accountability to their objectives.

• Enable businesses to adopt a proactive approach and enhance their financial discipline.

• Cultivate trustworthy, long-lasting relationships akin to an in-house CFO partnership.

• Concentrate on strategic financial advising while HTM supplies clients, systems, and infrastructure.

⛳️ Requirements

• Over 10 years of experience as a CFO, primarily advising small to mid-sized business owners.

• Proven experience working with businesses generating approximately $1M–$35M+ in revenue.

• Direct, hands-on experience collaborating with business owners on pricing, margin improvement, cash flow strategy, and growth planning.

• Demonstrated success in advising multiple owner-led businesses as a CFO, Fractional CFO, Outsourced CFO, Virtual CFO, Business Advisor, or a similar role.

• Experience managing multiple client/owner relationships at the same time.

• Strong skills in financial analysis, forecasting, and strategic planning.

• Ability to convert financial data into actionable insights for business owners.

• Bachelor's degree or equivalent professional leadership experience.

• Must currently reside in AZ, CO, FL, GA, IL, MD, MI, NC, NJ, NY, PA, TX, VA, or WA.

• Must be authorized to work in the U.S. without sponsorship.

• No experience in the legal industry is required.

• Preferred candidates may have experience in service-based industries, comprehensive ownership of financial strategy, and a background in assisting owners to scale their businesses.

🏝️ Benefits

• Base salary of $110,000 plus performance-based compensation.

• Medical, dental, and vision insurance with 75% employer coverage.

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

• 401(k) plan with company matching contributions.

• Unlimited paid time off (PTO).

• Paid shutdown during Thanksgiving week.

• An additional mandatory week off with pay.

• Employee Assistance Program (EAP).

• Pet insurance options.

• Legal insurance coverage.

• Opportunities for professional and executive leadership development.

• Full-time W-2 employment arrangement.

• HTM provides clients, systems, infrastructure, and support staff.

• No responsibilities for business development or client acquisition.

• Reliable income with potential for performance-related bonuses.