Financial Leadership Partner – CFO-Level Consultant
Job Description:
• Serve as a trusted CFO-level financial leader for a portfolio of SMB clients, guiding them on the Path to 12% profitability.
• Lead financial strategy, FP&A, budgeting, forecasting, and performance reporting for multiple client engagements.
• Design and customize financial models, dashboards, KPIs, and operational scorecards aligned to client goals.
• Facilitate executive-level conversations that drive pricing optimization, margin expansion, labor efficiency, and operational improvement.
• Interpret financial data and translate insights into clear, actionable business recommendations.
• Collaborate with internal teams to continuously improve methodologies, client delivery, and service offerings.
Requirements:
• 10–20 years of professional experience in finance, accounting, or consulting.
• Background in management consulting, fractional CFO, CFO, Controller, FP&A, or senior financial leadership roles.
• Demonstrated experience working with small to mid-sized businesses (SMBs).
• Entrepreneurial or business-owner mindset with a desire to help grow a mission-driven firm.
• Strong strategic thinking skills with the ability to convert analysis into execution.
• Excellent communication, facilitation, and stakeholder management capabilities.
• High comfort level with financial modeling, dashboards, data analytics, and decision-support tools.
• Passion for helping business owners succeed financially, operationally, and personally.
• Must reside in Texas or Georgia.
Benefits:
Apply Now
Apply Now
• Serve as a trusted CFO-level financial leader for a portfolio of SMB clients, guiding them on the Path to 12% profitability.
• Lead financial strategy, FP&A, budgeting, forecasting, and performance reporting for multiple client engagements.
• Design and customize financial models, dashboards, KPIs, and operational scorecards aligned to client goals.
• Facilitate executive-level conversations that drive pricing optimization, margin expansion, labor efficiency, and operational improvement.
• Interpret financial data and translate insights into clear, actionable business recommendations.
• Collaborate with internal teams to continuously improve methodologies, client delivery, and service offerings.
Requirements:
• 10–20 years of professional experience in finance, accounting, or consulting.
• Background in management consulting, fractional CFO, CFO, Controller, FP&A, or senior financial leadership roles.
• Demonstrated experience working with small to mid-sized businesses (SMBs).
• Entrepreneurial or business-owner mindset with a desire to help grow a mission-driven firm.
• Strong strategic thinking skills with the ability to convert analysis into execution.
• Excellent communication, facilitation, and stakeholder management capabilities.
• High comfort level with financial modeling, dashboards, data analytics, and decision-support tools.
• Passion for helping business owners succeed financially, operationally, and personally.
• Must reside in Texas or Georgia.
Benefits:
Apply Now
Apply Now