Role Overview
- 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
Requirements
- 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)
Benefits
💻 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