Fractional CFO
New
V
Vessel AdvisorsSaaS / Technology
Irvine, California, United States. Salt Lake City, Utah, United States. Las Vegas, Nevada, United States. Phoenix, Arizona, United States. Nashville, Tennessee, United StatesContractSenior
Salary not disclosed
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Job Details
- Experience
- 10+ years in the CFO seat
- Required Skills
- Microsoft ExcelBudgeting
Requirements
- Bachelor's degree in accounting, finance, or a related field (MBA or CPA preferred).
- 10+ years in the CFO seat for small-medium sized businesses in the SaaS/Technology industries.
- Proven experience as a CFO, financial consultant, or similar role with a track record in financial strategy.
- Strong understanding of corporate finance, budgeting, forecasting, and financial reporting.
- Exceptional analytical and communication skills for leading onsite discovery assessments.
- Proficiency in financial software and advanced Excel skills.
- Demonstrated capacity to work independently and manage multiple projects simultaneously.
- Consultative approach with experience in mentorship and advisory roles.
- Willingness to travel for 1-2 days per client engagement for onsite assessments.
- Willingness to work in a hybrid/onsite capacity as needed.
Responsibilities
- Provide high-level financial management and strategic planning services to clients as a Fractional CFO.
- Analyze client financials, assess risk, and develop insights to guide strategic decision-making.
- Assist clients in budgeting, forecasting, and financial modeling to ensure sustainable business growth.
- Support mergers, acquisitions, and other financial transactions by providing expert advice and due diligence.
- Collaborate with accounting teams to prepare financial statements and reports that comply with regulations and standards.
- Implement financial systems and processes to enhance reporting accuracy and efficiency.
- Serve as a trusted advisor, communicating complex financial information in an understandable manner to non-financial stakeholders.
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