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Confidential

Fractional Chief Financial Officer (CFO)

Confidential, Charlotte, North Carolina, us, 28201

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Fractional Chief Financial Officer (CFO)

About the Company

Dynamic financial management firm

Industry Management Consulting

Type Privately Held

About the Role

The Company is seeking a Fractional Chief Financial Officer to provide high-level financial management support to multiple small and micro-businesses. The successful candidate will be responsible for overseeing the company's financial operations, including maintaining accurate and detailed financial records, managing the accounting close process, and ensuring compliance with financial reporting standards. This role involves developing and implementing accounting policies, procedures, and a monthly management reporting package, as well as providing strategic financial advice and performing job costing and analysis to inform pricing decisions.

Key responsibilities for the Fractional CFO include automating financial processes, mentoring the finance and accounting team, and overseeing tax planning. The role also requires the submission of monthly financial statements, monitoring financial reports for accuracy, and attending regular meetings to review financial performance. The ideal candidate will have a strong background in financial management, be adept at financial forecasting, and have the ability to create C-Suite presentation decks with financial figures. Additionally, the CFO will be involved in the annual budget process, conduct financial analysis of employee benefits, and ensure the timely filing of annual reports. A proactive approach to identifying opportunities for growth and cost optimization is essential.

Travel Percent Less than 10%

Functions

Finance Operations