Build and manage the annual budget, monthly forecasts, and rolling cash flow projections
Deliver monthly budget vs. actuals reporting with clear variance analysis and executive summaries
Develop and maintain a client-level gross margin dashboard, tracking profitability and flagging underperforming accounts
Analyze client profitability to identify pricing issues, scope creep, and optimization opportunities
Own and report on key financial metrics (MRR, ARR, gross margin %, payroll ratio, net profit, AR aging) for EOS scorecards
Provide data-driven insights and recommendations to support leadership decision-making and growth planning
Monitor accounts receivable and payable, flag risks, and coordinate with the external accounting firm
Maintain and optimize financial systems, reporting structures, and dashboards to ensure consistent, scalable insights

5+ years of experience in finance, accounting, or CFO-level roles, preferably within agency or professional services environments
Proven experience building client-level profitability models and gross margin dashboards for retainer-based businesses
Strong expertise in budgeting, forecasting, cash flow management, and scenario modeling
Advanced proficiency in QuickBooks Online, including setup and management for service-based businesses
Advanced skills in Google Sheets and/or Excel (financial modeling, pivot tables, scenario analysis)
Experience working with time-tracking tools (e.g., Harvest, Toggl, ClickUp) and allocating hours to client profitability
Deep understanding of retainer-based business economics, including billable hours, utilization, and cost structures
Strong communication skills with the ability to translate financial data into clear, actionable insights for leadership
Highly self-managed and reliable, with the ability to work effectively in an async, fractional environment
Familiarity with EOS (Entrepreneurial Operating System) and KPI-driven reporting (nice to have)
Experience with dual-basis reporting (cash and accrual) and financial structuring (nice to have)
Exposure to SBA loans, debt modeling, and financial risk management (nice to have)
Experience advising on client pricing strategies and profitability optimization (nice to have)
Background in tax planning coordination or working alongside tax advisors (nice to have)

💻 Fully Remote: Work from anywhere with international teams

🚀 Career Growth: Join companies in SaaS, MarTech, and B2B services

🤝 Peer Community: Connect with high-performing sales professionals in our network

🧭 Ongoing Support: Receive guidance from Huzzle before and after placement

💰 Tailored Compensation: Salaries vary by client and candidate preference — we’ll match you with options that fit your goals

Fractional CFO

Key skills