Virtual CFO
Job Type :
Direct Hire
Compensation : 140000.00 - 160000.00 USD/YEAR
Hours :
Full Time
Required Years of Experience :
6+
Required Education :
Bachelors Accounting or Finance
Job Description :
- Own the relationship with client leadership teams and serve as their trusted financial advisor.
- Lead, review, and oversee the month-end close process and delivery of financial statements.
- Architect and maintain dynamic financial forecasts built on KPIs that drive the client’s business.
- Identify, track, and regularly review key financial drivers for continuous improvement.
- Provide strategic financial consulting, including compensation planning, cash flow management, budgeting, and lending relationship management.
- Ensure timely and accurate delivery of all client deliverables and reports.
- Interpret and communicate financial data to inform key business decisions.
- Understand and manage scope of services based on client contracts; price and scope changes as needed.
- Stay current on trends and best practices; contribute to internal training and knowledge sharing.
- Attend two mandatory company retreats per year.
Required Qualifications :
- Strong accounting foundation and business acumen.
- Excellent communication and client service skills.
- Highly organized and able to manage multiple engagements simultaneously.
- Proactive and forward-thinking with a bias for action.
- Tech-savvy and adaptable to changing tools and platforms.
- Able to work independently with a high degree of ownership.
- Demonstrated success working with businesses between $1M and $50M in annual revenue.
- Experience with multiple accounting ledgers such as QuickBooks, Xero, Sage, etc.
- Advanced Excel skills (pivot tables required; VBA/macros a plus).
- Industry experience in construction is a strong plus.
- Business and personal tax experience is a plus.
- Bachelor’s degree in Accounting, Finance, or related field (CPA preferred).
- 6+ years of progressive experience, ideally in a CFO, Controller, or Advisory capacity.