CFO – Lite

📋 Description

• Lead monthly one-on-one financial strategy calls with a portfolio of approximately 40 clients
• Analyze financial statements, key performance indicators (KPIs), profitability, and cash flow
• Develop, maintain, and interpret financial dashboards to provide clients with clear visibility into
• Prepare short-term cash flow forecasts and identify potential financial risks
• Translate financial findings into straightforward, actionable recommendations that support better
• Coach clients on building stronger financial habits, improving accountability, and achieving their

🎯 Requirements

• Experience as a Controller or in a senior-level accounting or finance position
• Strong expertise in financial analysis, forecasting, KPI development, and financial dashboards
• A proven track record of improving profitability, managing cash flow, or reducing operating expenses
• Experience managing teams, working with clients, or maintaining professional business relationships
• Excellent communication skills and the ability to explain complex financial information in simple
• A hands-on, advisory approach and the ability to guide business owners toward better financial

🎁 Benefits

• Full-time, fully remote position
• Total annual compensation ranging from $110,000 to $145,000, including base pay, roster-based
• Opportunity to work with a diverse portfolio of small business owners
• Collaboration with a multidisciplinary fractional executive team