Job Description
- Job Description:
- Serve as a trusted CFO-level financial leader for a portfolio of SMB clients, guiding them on the Path to 12% profitability.
- Lead financial strategy, FP&A, budgeting, forecasting, and performance reporting for multiple client engagements.
- Design and customize financial models, dashboards, KPIs, and operational scorecards aligned to client goals.
- Facilitate executive-level conversations that drive pricing optimization, margin expansion, labor efficiency, and operational improvement.
- Interpret financial data and translate insights into clear, actionable business recommendations.
- Collaborate with internal teams to continuously improve methodologies, client delivery, and service offerings.
- Requirements:
- 10–20 years of professional experience in finance, accounting, or consulting.
- Background in management consulting, fractional CFO, CFO, Controller, FP&A, or senior financial leadership roles.
- Demonstrated experience working with small to mid-sized businesses (SMBs).
- Entrepreneurial or business-owner mindset with a desire to help grow a mission-driven firm.
- Strong strategic thinking skills with the ability to convert analysis into execution.
- Excellent communication, facilitation, and stakeholder management capabilities.
- High comfort level with financial modeling, dashboards, data analytics, and decision-support tools.
- Passion for helping business owners succeed financially, operationally, and personally.
- Must reside in Texas or Georgia.
Benefits:
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