Perform CFO functions as part of the client’s accounting services team.
Be accountable for identifying and implementing best practices related to the services provided to add value to the client.
Work with clients to set financial policy and be an active participant in, and driver of, the overall strategy.
Drive capital planning, risk management, ratio and KPI analysis, and board of director interactions.
Lead financial administration, planning, and budgeting.
Oversee longer-term budget planning and cost management.
Monitor progress of budgets and presents operational metrics.
Ensure financial staff maintains financial record systems in accordance with appropriate principles and monitors the use of funds.
Manage cash flow and forecasting, directing financial accounting.
Coordinate audit activities.
Ability to effectively and efficiently manage multiple client engagements.
Build strong client relationships and become a key member of client management team.
Ability to develop key external business networks and becomes service and industry thought leader.

8+ years of experience in an accounting or finance role.
Deep professional services industry specialization.
General knowledge of accounting software.
Working knowledge of QuickBooks, Intacct, and Bill.com preferred.
Experience in using personal and professional network for business development and proven record of building and managing teams through growth.
Bachelor’s degree is required (in accounting, finance, business administration or a related field is highly preferred).
Combination of relevant experience, education, and training may be accepted in lieu of degree.
CPA not required but highly preferred.
Must have ability to travel to local client sites as needed.

Chief Financial Officer – Professional Service Organizations

Key skills