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CFO Services Senior Manager / Fractional CFO Consultant
- Cleveland, Ohio
- Full-time
- Posted
Skills
Job description
Key Responsibilities
Fractional CFO & Financial Advisory
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Lead and manage fractional CFO engagements for clients across various industries.
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Develop financial models, budgets, forecasts, and strategic financial plans.
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Build cash-flow management and forecasting tools to improve financial visibility.
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Partner with executive leadership to establish KPIs and improve financial performance.
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Evaluate accounting and finance functions and recommend operational improvements.
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Enhance month-end closing, financial reporting, and management analysis.
Strategic Finance & Special Projects
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Conduct product, service, and customer profitability analyses.
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Perform cost studies and identify opportunities to improve margins.
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Assess and optimize ERP systems and financial reporting processes.
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Support buy-side and sell-side due diligence activities.
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Assist clients with acquisitions, refinancing, and restructuring initiatives.
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Provide financial insights supporting long-term strategic decisions.
Client Relationships & Practice Development
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Serve as a trusted financial advisor to business owners and executive teams.
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Manage multiple client engagements while ensuring exceptional service delivery.
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Identify opportunities to expand existing client relationships.
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Collaborate with internal business development teams to generate new engagements.
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Develop relationships with referral partners and professional networks.
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Contribute to the continued growth of the CFO advisory and outsourced accounting practice.
Qualifications
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Significant progressive experience in accounting, financial leadership, or advisory services.
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Background in fractional CFO services, financial consulting, or senior corporate finance leadership.
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Strong financial modeling, budgeting, forecasting, and cash-flow management capabilities.
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Experience advising executive leadership and business owners.
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Understanding of financial reporting, accounting operations, and ERP systems.
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Ability to manage multiple client engagements and competing priorities.
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Strong communication, presentation, and relationship-management skills.
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Demonstrated ability to identify business challenges and develop practical financial solutions.
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Experience developing client relationships or generating advisory opportunities.
Preferred Qualifications
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CPA designation.
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Previous experience with a CPA firm, CFO advisory practice, or outsourced accounting group.
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Experience supporting mergers and acquisitions, due diligence, or restructuring.
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Background in financial transformation and process improvement.
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Established professional referral network.
Why Consider This Opportunity?
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Join an established accounting and advisory organization with a strong reputation.
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Work directly with business owners and executive leadership teams.
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Gain exposure to diverse industries and complex financial challenges.
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Take ownership of strategic advisory engagements.
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Help expand a growing CFO consulting practice.
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Access professional development and career advancement opportunities.
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Benefit from a people-focused culture that values flexibility, collaboration, and professional growth.