• Serve as a trusted CFO-level financial leader for a portfolio of SMB clients, guiding them on the Path to 12% profitability. • Lead financial strategy, FP&A, budgeting, forecasting, and performance reporting for multiple client engagements. • Design and customize financial models, dashboards, KPIs, and operational scorecards aligned to client goals. • Facilitate executive-level conversations that drive pricing optimization, margin expansion, labor efficiency, and operational improvement. • Interpret financial data and translate insights into clear, actionable business recommendations. • Collaborate with internal teams to continuously improve methodologies, client delivery, and service offerings.