Director – Fractional CFO Advisory
Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteMid LevelTeam 5
Location
New York
Posted
118 days ago
Salary
$130K - $150K / year
Seniority
Mid Level
Bachelor Degree5 yrs expEnglishExcelGustoNetSuiteQuickbooksRamp
Job Description
About the Firm
We’re redefining what modern finance leadership looks like. Our firm blends the sophistication of a top-tier advisory practice with the entrepreneurial mindset of a startup.
We partner as the fractional CFO for high-growth companies delivering finance strategy, operational insight, and scalable systems. Our team comprises former Big 4 and top-tier accounting/advisory professionals focused on making an immediate, strategic impact.
The Opportunity
We are seeking a seasoned
Director
to join our practice. This role operates at the intersection of financial strategy, analytics, and operations. You will lead engagements across a portfolio of high-growth clients, acting as a trusted advisor who balances hands-on execution with high-level strategic guidance.
Key Responsibilities
●
Client Management:
Lead multiple client engagements as the senior finance point-of-contact, shaping long-term strategy, capital planning, and operational initiatives.
●
Core Finance Execution:
Oversee and drive critical finance processes including month-end close (reconciliations, accruals, revenue recognition), cash flow management, and budget vs. actual analyses to deliver actionable insights.
●
Financial Modeling & Strategy:
Develop complex financial models (cash flow, operating models, scenario plans) and support board/investor communications.
●
Strategic Projects:
Advise clients on
capital
raise, system implementations, and operational finance improvements.
●
Growth & Mentorship:
Participate in business development, elevate delivery standards, and mentor junior professionals.
Core Qualifications
Job Requirements
- ● 4–7 years of experience in
- audit, transaction services, or strategic finance
- , ideally with 4–5 years from a top 10 accounting firm or direct competitor.
- ● Demonstrated experience within a
- startup, or consulting environment
- .
- ● Exceptional
- Excel and modeling skills
- (ability to build complex models from scratch).
- ● Deep
- understanding of financial statements
- and the ability to translate analyses into clear,
- actionable business guidance
- ● Proven ability to
- manage multiple engagements and deadlines
- with excellent client management, communication, and presentation skills.
- ● Exposure to SaaS, CPG, Professional Services, or Travel industries preferred.
- ● Familiarity with financial systems (eg. QuickBooks, NetSuite, Gusto, or Ramp) preferred.
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