Mentor and direct the work of FP&A Managers and Sr. Financial Analysts on our staff
Responsible for overall fiscal operations: direct our dedicated accounting teams on their functions supporting the full monthly accounting cycle of client businesses
Supervise client engagements and occasionally direct the client’s own internal accounting & finance team
Maintain useful relationships with outside partners and vendors engaged with each client business
Develop short-range and long-range financial plans to achieve established corporate goals and maximize client profitability
Provide ongoing financial analysis and modeling to a range of company leaders in support of key business decisions
Present timely and valid interpretation of operating results to board of directors and senior management team of clients
Provide sound leadership in complying with financial and legal requirements
Attend client board meetings (virtually)
Support clients with investor capital raise activities and bank debt negotiations
Prepare for and support buy-side and sell-side due diligence for client businesses
Analyze current market trends and competition of clients’ industries
Collaborate with others to solve ad-hoc technical finance and accounting challenges
Assist with systems implementations and custom software solutions

12+ years in a financial role with at least 8+ years as a finance leader
Strong understanding of equity and debt financing
familiarity with managing startup equity cap tables
Proven track record in successfully supporting growth using strong analytical skills and effective financial modeling and tracking
Experience leading financial budgeting and financial planning process
Ability to oversee and review corporate accounting functions
Solid understanding of financial compliance requirements and experience implementing and managing financial policies
Proactive and client-centric attitude
Fast learner w/ability to effectively prioritize and manage time
Hungry for experience in fast-paced, dynamic business environments
Proficient in Microsoft Excel, Google Sheets, PowerPoint, learning new software

Virtual, Fractional CFO

Key skills