Lucrum Consulting, Inc.
Chief Financial Officer
Lucrum Consulting, Inc., Charlotte, North Carolina, United States, 28269
Overview Lucrum Consulting, Inc. is a Charlotte, NC-based provider of bookkeeping, accounting, and fractional CFO services. We work with business owners and accounting teams of mid-sized, locally owned companies to create, measure, and manage their financial resources. We pride ourselves on being experts in our field, explaining complex accounting concepts in terms people can understand, and offering our clients customized financial management solutions that fit their needs and budget. Learn more about us and watch our videos at www.lucrumconsulting.net.
Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below. We are currently seeking a CFO/Business Advisor in Charlotte, NC. Base pay range $120,000.00/yr - $140,000.00/yr Come Grow With Us – Our Business is Expanding! 4 days ago Be among the first 25 applicants. Get AI-powered advice on this job and more exclusive features. Lucrum Consulting is a Charlotte, NC-based provider of bookkeeping, accounting, and fractional CFO services. We work with business owners and accounting teams of mid-sized, locally owned companies to create, measure, and manage their financial resources. We pride ourselves on being experts in our field, explaining complex accounting concepts in terms people can understand, and offering our clients customized financial management solutions that fit their needs and budget. Learn more about us and watch our videos at www.lucrumconsulting.net. Position : CFO Consultant Location : Charlotte, NC Why Join Lucrum Excellent work-life balance- 40 hour work weeks with little overtime. Pay based on experience and performance bonuses Pre-tax reimbursement for medical and dental insurance Phone and mileage reimbursement; $750 annual technology allowance; $500 annual charitable reimbursement. Retirement plan with matching contribution Paid holidays & three weeks PTO Volunteer and community service opportunities Employee recognition, milestone events, and appreciation awards Employee development and advancement We value each person and the role they play in delivering exceptional service to our clients. Role Overview As a CFO Consultant, you will be responsible for strategic and tactical financial matters, including budget management, cost-benefit analysis, and forecasting. You will oversee client financial activities, maintain client relationships, support business decision-making, and assist with new client acquisition. Key Responsibilities
Review and present financial statements Establish bookkeeping processes and oversee bookkeeper activities Forecast cash flow and profitability Align financial strategy with business goals Assist in strategic planning Serve as a Lucrum ambassador by attending industry networking and client events Identify and capitalize on sales opportunities Qualifications & Skills
Bachelor’s degree in accounting, finance, or a related field CPA certification preferred, but not required (equivalent experience considered) Minimum 5+ years of financial management experience with increasing responsibility in multi-faceted financial direction and planning Experience in legal, compliance, auditing, and budgeting Proficiency in MS Excel (intermediate or higher) Strong analytical and problem-solving skills Excellent written and verbal communication skills Strong interpersonal skills with the ability to collaborate at all levels High integrity and confidentiality standards How to Apply If you are looking for an opportunity where your financial expertise will have a direct impact on the success of businesses, we want to hear from you! Lucrum Consulting is an Equal Opportunity Employer. About Referrals Referrals increase your chances of interviewing at Lucrum Consulting, Inc. by 2x Other Opportunities Chief Financial Officer / VP of Finance - JAARS, Inc – Charlotte, NC | $180,000 - $220,000 Director of Financial Planning and Analysis – Charlotte, NC | $200,000 - $250,000 Director, Financial Institutions Group (Secured Business Credit) – Charlotte, NC
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Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below. We are currently seeking a CFO/Business Advisor in Charlotte, NC. Base pay range $120,000.00/yr - $140,000.00/yr Come Grow With Us – Our Business is Expanding! 4 days ago Be among the first 25 applicants. Get AI-powered advice on this job and more exclusive features. Lucrum Consulting is a Charlotte, NC-based provider of bookkeeping, accounting, and fractional CFO services. We work with business owners and accounting teams of mid-sized, locally owned companies to create, measure, and manage their financial resources. We pride ourselves on being experts in our field, explaining complex accounting concepts in terms people can understand, and offering our clients customized financial management solutions that fit their needs and budget. Learn more about us and watch our videos at www.lucrumconsulting.net. Position : CFO Consultant Location : Charlotte, NC Why Join Lucrum Excellent work-life balance- 40 hour work weeks with little overtime. Pay based on experience and performance bonuses Pre-tax reimbursement for medical and dental insurance Phone and mileage reimbursement; $750 annual technology allowance; $500 annual charitable reimbursement. Retirement plan with matching contribution Paid holidays & three weeks PTO Volunteer and community service opportunities Employee recognition, milestone events, and appreciation awards Employee development and advancement We value each person and the role they play in delivering exceptional service to our clients. Role Overview As a CFO Consultant, you will be responsible for strategic and tactical financial matters, including budget management, cost-benefit analysis, and forecasting. You will oversee client financial activities, maintain client relationships, support business decision-making, and assist with new client acquisition. Key Responsibilities
Review and present financial statements Establish bookkeeping processes and oversee bookkeeper activities Forecast cash flow and profitability Align financial strategy with business goals Assist in strategic planning Serve as a Lucrum ambassador by attending industry networking and client events Identify and capitalize on sales opportunities Qualifications & Skills
Bachelor’s degree in accounting, finance, or a related field CPA certification preferred, but not required (equivalent experience considered) Minimum 5+ years of financial management experience with increasing responsibility in multi-faceted financial direction and planning Experience in legal, compliance, auditing, and budgeting Proficiency in MS Excel (intermediate or higher) Strong analytical and problem-solving skills Excellent written and verbal communication skills Strong interpersonal skills with the ability to collaborate at all levels High integrity and confidentiality standards How to Apply If you are looking for an opportunity where your financial expertise will have a direct impact on the success of businesses, we want to hear from you! Lucrum Consulting is an Equal Opportunity Employer. About Referrals Referrals increase your chances of interviewing at Lucrum Consulting, Inc. by 2x Other Opportunities Chief Financial Officer / VP of Finance - JAARS, Inc – Charlotte, NC | $180,000 - $220,000 Director of Financial Planning and Analysis – Charlotte, NC | $200,000 - $250,000 Director, Financial Institutions Group (Secured Business Credit) – Charlotte, NC
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