Virtual/Fractional CFO

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Requirements:

• 12+ years in a financial role with at least 8+ years as a finance leader
• Strong understanding of equity and debt financing
• familiarity with managing startup equity cap tables
• Proven track record in successfully supporting growth using strong analytical skills and effective financial modeling and tracking
• Experience leading financial budgeting and financial planning process
• Ability to oversee and review corporate accounting functions
• Solid understanding of financial compliance requirements and experience implementing and managing financial policies
• Proactive and client-centric attitude
• Fast learner w/ability to effectively prioritize and manage time

Responsibilities:

• Mentor and direct the work of FP&A Managers and Sr. Financial Analysts on our staff
• Responsible for overall fiscal operations: direct our dedicated accounting teams on their functions supporting the full monthly accounting cycle of client businesses
• Supervise client engagements and occasionally direct the client’s own internal accounting & finance team
• Maintain useful relationships with outside partners and vendors engaged with each client business
• Develop short-range and long-range financial plans to achieve established corporate goals and maximize client profitability
• Provide ongoing financial analysis and modeling to a range of company leaders in support of key business decisions
• Present timely and valid interpretation of operating results to board of directors and senior management team of clients
• Provide sound leadership in complying with financial and legal requirements
• Attend client board meetings (virtually)
• Support clients with investor capital raise activities and bank debt negotiations
• Prepare for and support buy-side and sell-side due diligence for client businesses
• Analyze current market trends and competition of clients’ industries
• Collaborate with others to solve ad-hoc technical finance and accounting challenges
• Assist with systems implementations and custom software solutions