Financial Leadership Partner – CFO-Level Consultant

🌍 Remote, USA 💹 Full-time 🕐 Posted Recently

Job Description

Serve as a trusted CFO-level financial leader for a portfolio of SMB clients, guiding them on the Path to 12% profitability.
Lead financial strategy, FP&A, budgeting, forecasting, and performance reporting for multiple client engagements.
Design and customize financial models, dashboards, KPIs, and operational scorecards aligned to client goals.
Facilitate executive-level conversations that drive pricing optimization, margin expansion, labor efficiency, and operational improvement.
Interpret financial data and translate insights into clear, actionable business recommendations.
Collaborate with internal teams to continuously improve methodologies, client delivery, and service offerings.

10–20 years of professional experience in finance, accounting, or consulting.
Background in management consulting, fractional CFO, CFO, Controller, FP&A, or senior financial leadership roles.
Demonstrated experience working with small to mid-sized businesses (SMBs).
Entrepreneurial or business-owner mindset with a desire to help grow a mission-driven firm.
Strong strategic thinking skills with the ability to convert analysis into execution.
Excellent communication, facilitation, and stakeholder management capabilities.
High comfort level with financial modeling, dashboards, data analytics, and decision-support tools.
Passion for helping business owners succeed financially, operationally, and personally.
Must reside in Texas or Georgia.

Benefits:

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