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Role Description

This role involves serving as a trusted advisor to a diverse portfolio of clients navigating transformation, rapid growth, operational improvements, fundraising, M&A, and exit preparation.

• Step into organizations during critical transition periods
• Provide immediate executive-level financial leadership
• Ensure continuity, stability, and strategic direction
• Accountable for client satisfaction, deliverable accuracy, timeliness, and overall engagement success

Key Responsibilities

• Serve as a strategic partner and “right hand” to CEOs and executive teams
• Develop and execute comprehensive financial strategies aligned with business goals
• Build and maintain financial models, rolling forecasts, and cash flow projections
• Lead budgeting processes and analyze budget-to-actual performance
• Identify and monitor key financial trends, KPIs, and business metrics
• Develop executive dashboards and board-ready reporting packages
• Support and lead fundraising efforts, including venture capital and private equity transactions
• Lead M&A initiatives, including due diligence, valuation support, and post-acquisition integration
• Oversee or directly manage month-end close processes and financial reporting
• Assess and improve accounting processes, systems, and internal controls
• Coordinate annual audits and manage tax return processes
• Present financial results and strategic insights to Boards of Directors and shareholders
• Lead client onboarding engagements, including financial assessments and transition planning

Qualifications

• 15+ years of progressive accounting and finance experience
• Several years serving as a full-time CFO
• Bachelor’s degree required; CPA license and/or MBA strongly preferred
• Demonstrated experience as a strategic financial leader and executive partner
• Proven success working with fast-growth companies
• Extensive experience building financial forecasts and cash flow models
• Strong background in M&A, including due diligence and integration
• Experience raising capital, particularly within the venture capital ecosystem
• Comfortable operating in both strategic and hands-on capacities
• Experience working across multiple industries
• Strong ERP and accounting systems experience (QuickBooks Online, NetSuite, Sage Intacct, and similar platforms)
• Advanced proficiency in Microsoft Excel; Google Sheets experience a plus
• Entrepreneurial mindset with exceptional communication and leadership skills

Location

• Location may be fully remote or on-site depending on the client’s request