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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