Strategic Finance & CPA Advisor (Fractional)
Location
United States
Posted
2 days ago
Salary
Not specified
Seniority
Mid Level
Job Description
FirstWave Talent Strategies is a top-tier executive search and talent advisory firm based in Fort Worth, Texas. We focus on placing high-impact leaders in Healthcare, Aviation, IT/Tech, and Legal industries.
We are looking for a Strategic Finance & CPA advisor to work directly with the Founder in building the financial engine of a rapidly growing executive search firm. You will help design, implement, and steer the financial strategy that fuels FirstWave’s expansion.
Key Responsibilities
Strategic Finance
- Architect FirstWave’s financial model (revenue, margins, contractor payouts)
- Build forecasting models (monthly, quarterly, annual)
- Advise on pricing strategy (placement fees, retainers, structures)
- Support investor readiness and capital strategy
Operational Finance
- Establish accounting systems, controls, and reporting cadence
- Oversee cash flow management and runway planning
- Develop contractor compensation tracking frameworks
- Implement financial dashboards (KPIs, margins, profitability)
Compliance & Risk
- Ensure full compliance with federal, state, and local regulations
- Advise on tax strategy and entity optimization
- Review contracts for financial implications
Executive Advisory
- Serve as a strategic thought partner to the Founder
- Provide insight on scaling decisions, hiring, and expansion
- Support long-term financial vision
What We’re Looking For (FirstWave Fit)
- Strategic thinker, not just a compliance executor
- Builder mindset—comfortable creating from zero
- High-trust operator with executive presence
- Ability to challenge, advise, and elevate leadership decisions
Why Join FirstWave
- Direct access to Founder-level decision making
- Influence the financial foundation of a high-growth firm
- Flexible, fractional engagement with high impact
- Opportunity to evolve into a long-term strategic finance leader
Job Requirements
- Active CPA (Certified Public Accountant) license
- 7+ years of progressive accounting/finance experience
- Experience supporting small businesses, startups, or growth-stage companies
- Strong financial modeling and forecasting expertise
- U.S.-based with knowledge of U.S. tax and compliance frameworks
- Preferred Qualifications
- Experience in recruiting, staffing, or professional services
- Prior fractional CFO or advisory experience
- Exposure to contractor-heavy or commission-based business models
- Familiarity with scaling organizations from <$1M to $5M+
Benefits
- Flexible remote work arrangement
- Opportunity to collaborate with purpose-driven leadership teams
- Engagement in impactful projects with visionary organizations
- Professional development through exposure to elite HR and compliance practices
- Autonomy and ownership in shaping payroll and compliance strategies
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