Lead financial strategy, planning, and forecasting for clients
Develop and maintain budgets and a 13-week rolling cash flow
Deliver timely, monthly financial reporting and executive insights
Serve as a trusted partner to clients through periods of stabilization, growth, and transition
Partner with client leadership on growth initiatives, operational efficiency, and risk management
Provide proactive insight by identifying risks, opportunities, and compliance considerations to support client growth
Monitor client engagement health and identify opportunities for additional support, resources, or services as appropriate
Collaborate cross-functionally to ensure timely, high-quality client support.

Bachelor’s degree in Accounting, Finance, Economics, or Business required; CPA, MBA, or other advanced degree preferred
6–8 years as a CFO or in a high-level strategic finance role
Ability to understand and guide day-to-day full-cycle accounting functions while operating primarily at a strategic level
Proficiency with accounting and business platforms (e.g., QuickBooks Online, Fathom, Shopify, Cin7, Amazon)
Experience advising small businesses in industries such as inventory-based retail/e-commerce, creative/project-based companies, or technology startups
Familiarity with accounting and tax methodology, as well as small business economic trends
Demonstrated ability to manage multiple clients and competing priorities while delivering high-quality, timely work in a profitable and efficient manner
Strong leadership, collaboration, and interpersonal skills, with the ability to influence and guide clients and cross-functional partners
Track record of delivering exceptional client service and strategic guidance to small businesses and startups.

CFO – Financial Solutions

Key skills