Position Overview

We are seeking a highly articulate, polished, and strategic CFO to join our elite financial advisory team. This is a senior, high-impact role designed for a seasoned financial professional who does not merely work behind the scenes, but who commands a room with presence, authority, and clear, structured thinking.

As the primary financial strategic partner for our high-value clients, you will translate complex transactional accounting data into forward-looking, actionable business strategies. You will be responsible for leading high-level advisory meetings, explaining financial performance, identifying tax planning opportunities, and presenting strategic forecasts directly to business owners, CEOs, and stakeholders.

Key Responsibilities

1. High-Touch Client Advisory & Zoom Leadership

• Act as the strategic face of our firm on video calls. Lead regular monthly and quarterly financial reviews with clients on camera, driving the agenda, managing expectations, and maintaining a highly professional presentation.
• Translate complex corporate financial statements (Balance Sheets, P&Ls, Cash Flow Statements) into clean, visual, and highly digestible narratives that clients can easily understand and act upon.
• Advise business owners on cash flow management, budgeting, forecasting, pricing strategies, key performance indicators (KPIs), and capital allocation.

2. Advanced Financial Oversight & Controllership

• Oversee and advise clients on sophisticated US tax planning strategies, corporate tax structures, and compliance frameworks.
• Supervise supporting bookkeeping staff to ensure all ledgers are systematically reconciled, GAAP-compliant, and fully organized before client delivery.
• Prepare client financial records to withstand rigorous external audits, due diligence processes, or potential business valuations.

3. Workflow Management & Quality Control

• Maintain a highly structured workflow for month-end closes, ensuring all deliverables are prepared, double-checked, and scheduled for presentation on time.
• Develop, standardize, and scale internal reporting templates to elevate the professionalism and visual quality of our client deliverables.

Position Requirements

• Active CPA (Certified Public Accountant) license, or equivalent top-tier financial certification with a deep understanding of US accounting laws, GAAP standards, and federal tax codes.
• 5+ years of progressive accounting and financial advisory experience, with a minimum of 2 years acting in a Senior Controller, Fractional CFO, or client-facing advisory capacity.
• Exceptional, fluent written and verbal English communication. The ability to articulate strategic financial advice clearly, confidently, and persuasively is the absolute cornerstone of this role.
• A polished, engaging, and professional digital presence. You must possess the natural confidence to build immediate rapport, handle challenging client questions in real-time on Zoom, and lead meetings with executive authority.
• The ability to understand a business owner's underlying fears and ambitions, addressing their financial concerns with a supportive and grounded approach.
• Expert-level command of cloud accounting ecosystems, specifically QuickBooks Online (QBO), Xero, and integrated financial reporting/forecasting tools (such as Fathom, Jirav, or Helm).
• Advanced proficiency in MS Excel and Google Sheets for complex financial modeling.

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