Fractional CFO / Financial Advisor (Retail & Growth Strategy | Monthly Advisory Role)
We are seeking an experienced Fractional CFO / Financial Advisor to provide ongoing strategic financial guidance for an established multi-location business.
This is a consultative, fractional role designed for someone who can evaluate financial performance, identify inefficiencies, improve margins, and help guide executive decision-making through structured financial analysis and planning.
We are not looking for day-to-day bookkeeping or accounting.
We are looking for a strategic financial partner who can help us understand where we stand financially, where opportunities exist, and how to improve profitability over time.
Role Overview
You will act as a financial advisor to ownership, helping us analyze business performance and make smarter financial decisions.
The goal is to:
Improve profitability
Reduce unnecessary costs
Increase operational efficiency
Improve margins
Build stronger financial forecasting and planning
Key Responsibilities
Financial Analysis & Performance Review
Review company financial performance on a recurring basis
Analyze:
Profit & Loss statements
Margins
Payroll efficiency
Marketing spend efficiency
Cost structure
Revenue trends
Store or business-unit performance
Strategic Financial Guidance
Provide recommendations to improve profitability
Identify opportunities to:
Reduce waste
Improve margins
Increase operational leverage
Improve cash flow
Help prioritize financial decision-making
Financial Planning & Forecasting
Help develop:
Financial roadmap
Growth scenarios
Profitability targets
Expense benchmarks
Budget recommendations
Margin & Cost Optimization
Evaluate areas where costs may be excessive
Recommend strategies for:
Better labor allocation
Marketing efficiency
Vendor or operational savings
Pricing or revenue optimization
️ Monthly Advisory Meetings
Participate in recurring monthly meetings
Review financial performance and KPIs
Provide guidance and actionable recommendations
Help leadership stay aligned financially
Ideal Candidate
We are looking for someone who:
Has experience as:
Fractional CFO
CFO
Finance Director
Strategic Finance Consultant
Understands:
Multi-location businesses
Retail or consumer-focused operations
Margin improvement strategies
Has strong analytical and forecasting skills
Can explain financial insights clearly and practically
Thinks strategically, not just historically
⭐ Highly Preferred Experience
Retail or multi-location operations
Consumer-facing businesses
Scaling businesses or turnaround environments
Payroll and labor efficiency analysis
Marketing ROI and CAC/LTV analysis
Budgeting and profitability modeling
Engagement Structure
Fractional / advisory role
Monthly consultative meetings
Flexible hours depending on engagement
Long-term relationship preferred
How to Apply
Please include:
Relevant CFO or finance advisory experience
Industries worked in
Examples of margin improvement or cost optimization projects
Experience working with growing or multi-location businesses
Your preferred consulting structure
We are looking for someone who can become a trusted financial advisor and help guide strategic decisions through data, analysis, and practical recommendations.
If you enjoy helping businesses improve profitability and make smarter financial decisions, we would love to connect.
This is a consultative, fractional role designed for someone who can evaluate financial performance, identify inefficiencies, improve margins, and help guide executive decision-making through structured financial analysis and planning.
We are not looking for day-to-day bookkeeping or accounting.
We are looking for a strategic financial partner who can help us understand where we stand financially, where opportunities exist, and how to improve profitability over time.
Role Overview
You will act as a financial advisor to ownership, helping us analyze business performance and make smarter financial decisions.
The goal is to:
Improve profitability
Reduce unnecessary costs
Increase operational efficiency
Improve margins
Build stronger financial forecasting and planning
Key Responsibilities
Financial Analysis & Performance Review
Review company financial performance on a recurring basis
Analyze:
Profit & Loss statements
Margins
Payroll efficiency
Marketing spend efficiency
Cost structure
Revenue trends
Store or business-unit performance
Strategic Financial Guidance
Provide recommendations to improve profitability
Identify opportunities to:
Reduce waste
Improve margins
Increase operational leverage
Improve cash flow
Help prioritize financial decision-making
Financial Planning & Forecasting
Help develop:
Financial roadmap
Growth scenarios
Profitability targets
Expense benchmarks
Budget recommendations
Margin & Cost Optimization
Evaluate areas where costs may be excessive
Recommend strategies for:
Better labor allocation
Marketing efficiency
Vendor or operational savings
Pricing or revenue optimization
️ Monthly Advisory Meetings
Participate in recurring monthly meetings
Review financial performance and KPIs
Provide guidance and actionable recommendations
Help leadership stay aligned financially
Ideal Candidate
We are looking for someone who:
Has experience as:
Fractional CFO
CFO
Finance Director
Strategic Finance Consultant
Understands:
Multi-location businesses
Retail or consumer-focused operations
Margin improvement strategies
Has strong analytical and forecasting skills
Can explain financial insights clearly and practically
Thinks strategically, not just historically
⭐ Highly Preferred Experience
Retail or multi-location operations
Consumer-facing businesses
Scaling businesses or turnaround environments
Payroll and labor efficiency analysis
Marketing ROI and CAC/LTV analysis
Budgeting and profitability modeling
Engagement Structure
Fractional / advisory role
Monthly consultative meetings
Flexible hours depending on engagement
Long-term relationship preferred
How to Apply
Please include:
Relevant CFO or finance advisory experience
Industries worked in
Examples of margin improvement or cost optimization projects
Experience working with growing or multi-location businesses
Your preferred consulting structure
We are looking for someone who can become a trusted financial advisor and help guide strategic decisions through data, analysis, and practical recommendations.
If you enjoy helping businesses improve profitability and make smarter financial decisions, we would love to connect.