Fractional CFO – Home Services

Role Overview

• Build and maintain rolling 13-week cash flow forecasts
• Develop annual budgets and forecasting models
• Analyze margins by service line and improve profitability
• Provide executive-level monthly reporting and financial insights
• Develop KPI dashboards for leadership
• Strengthen and manage relationships with local California banks and lenders
• Prepare lender-ready financial packages
• Support SBA, equipment financing, or credit facility conversations
• Monitor loan covenants and debt schedules
• Oversee bookkeeper/controller and improve monthly close process
• Ensure accurate, timely financial statements
• Improve chart of accounts and reporting structure
• Build financial processes that scale with growth
• Support pricing strategy and cost control initiatives
• Improve overhead structure and operational efficiency
• Help prepare company for future expansion or financing needs

Requirements

• 5+ years in CFO, Director of Finance, or Controller roles
• Strong small to mid-sized business experience ($2M–$15M revenue)
• Experience building cash forecasts and managing working capital
• Experience working directly with banks and lenders
• Strong understanding of GAAP and financial reporting
• Must be local to Fresno or within driving distance
• Willing to attend in-person meetings as needed
• Preferred: Construction or home services industry experience
• SBA lending familiarity
• Multi-entity or job-costing experience
• QuickBooks Online expertise

Benefits

• Bonus based on performance
• Competitive salary
• Opportunity for advancement