Fractional CFO / Financial Partner for Growing Design-Build Company (High-Level Role)
I’m the owner of a growing design-build remodeling company (Oak City Homes), and I’m looking for a high-level Fractional CFO / Financial Partner to help bring structure, clarity, and strategic oversight to our finances.
Up until now, I’ve managed most of the financial side of the business myself. We have systems in place, but as I begin stepping away from the day-to-day, I’m looking for someone who can take ownership of financial strategy, improve visibility into the numbers, and help guide smarter decisions as we grow.
This is not a bookkeeping or data entry role. I’m looking for someone who can think strategically, take initiative, and help build a financial system that supports long-term growth and scalability.
You’ll be working directly with me to create a clear financial picture of the business, identify opportunities for improvement, and help ensure the company is operating efficiently and profitably.
What I need help with:
-Developing a clear financial strategy aligned with business goals
-Creating and maintaining accurate financial reporting (P&L, cash flow, forecasts)
-Building dashboards and KPIs for real-time visibility into business performance
-Improving cash flow management and forecasting
-Identifying inefficiencies, cost leaks, and opportunities to improve profitability
-Supporting pricing, budgeting, and financial planning decisions
-Helping structure the business for growth and scalability
-Coordinating with bookkeepers, CPAs, and other financial partners
-Ensuring financial systems and processes are clean, organized, and reliable
What I’m looking for:
-Strong strategic thinker (not just a numbers person)
-Experience acting as a Fractional CFO or financial leader for small to mid-sized businesses
-Proven track record of improving financial clarity, profitability, and decision-making
-Ability to build systems and provide insights—not just reports
-Comfortable working directly with a founder and taking ownership
-Detail-oriented but able to zoom out and think big picture
-Proactive, organized, and able to operate without hand-holding
-Strong communication skills and ability to simplify complex financial concepts
Bonus if you have:
-Experience with home services, construction, or design-build companies
-Understanding of job costing, project-based accounting, and margins
-Experience working with growing companies scaling operations
-Familiarity with QuickBooks or similar accounting software
-Experience building financial dashboards and forecasting models
How we’ll work:
-Start part-time / fractional, with potential for long-term partnership
-You’ll work directly with me (owner)
-I’m looking for someone who can grow into a key strategic role in the business
-The goal is to build a financial system that provides clarity and supports growth without constant oversight
To apply, please answer:
Tell me about a time you helped improve a company’s financial clarity or profitability and what impact it had
How do you approach building financial systems and reporting for a growing business?
What would your first 30–60 days look like in this role?
What do you feel you bring to the table and how you would help us grow
Are you more of a strategist, an executor, or a hybrid? Explain
If you’re someone who enjoys bringing clarity to the numbers, building scalable financial systems, and helping a business grow, I’d love to connect.
Up until now, I’ve managed most of the financial side of the business myself. We have systems in place, but as I begin stepping away from the day-to-day, I’m looking for someone who can take ownership of financial strategy, improve visibility into the numbers, and help guide smarter decisions as we grow.
This is not a bookkeeping or data entry role. I’m looking for someone who can think strategically, take initiative, and help build a financial system that supports long-term growth and scalability.
You’ll be working directly with me to create a clear financial picture of the business, identify opportunities for improvement, and help ensure the company is operating efficiently and profitably.
What I need help with:
-Developing a clear financial strategy aligned with business goals
-Creating and maintaining accurate financial reporting (P&L, cash flow, forecasts)
-Building dashboards and KPIs for real-time visibility into business performance
-Improving cash flow management and forecasting
-Identifying inefficiencies, cost leaks, and opportunities to improve profitability
-Supporting pricing, budgeting, and financial planning decisions
-Helping structure the business for growth and scalability
-Coordinating with bookkeepers, CPAs, and other financial partners
-Ensuring financial systems and processes are clean, organized, and reliable
What I’m looking for:
-Strong strategic thinker (not just a numbers person)
-Experience acting as a Fractional CFO or financial leader for small to mid-sized businesses
-Proven track record of improving financial clarity, profitability, and decision-making
-Ability to build systems and provide insights—not just reports
-Comfortable working directly with a founder and taking ownership
-Detail-oriented but able to zoom out and think big picture
-Proactive, organized, and able to operate without hand-holding
-Strong communication skills and ability to simplify complex financial concepts
Bonus if you have:
-Experience with home services, construction, or design-build companies
-Understanding of job costing, project-based accounting, and margins
-Experience working with growing companies scaling operations
-Familiarity with QuickBooks or similar accounting software
-Experience building financial dashboards and forecasting models
How we’ll work:
-Start part-time / fractional, with potential for long-term partnership
-You’ll work directly with me (owner)
-I’m looking for someone who can grow into a key strategic role in the business
-The goal is to build a financial system that provides clarity and supports growth without constant oversight
To apply, please answer:
Tell me about a time you helped improve a company’s financial clarity or profitability and what impact it had
How do you approach building financial systems and reporting for a growing business?
What would your first 30–60 days look like in this role?
What do you feel you bring to the table and how you would help us grow
Are you more of a strategist, an executor, or a hybrid? Explain
If you’re someone who enjoys bringing clarity to the numbers, building scalable financial systems, and helping a business grow, I’d love to connect.