Job purpose

To provide high-quality fractional finance and accounting services to multiple small businesses.

Duties and responsibilities

• Review/Analyze Income Statement and Balance Sheet compared to prior period, budget, and forecast.
• Create and update a financial model/forecast in Excel.
• Analyze key metrics and profitability by client, segment, job, etc.
• Implementation and monitoring of month-end close activities to ensure consistent review of financials.
• Review and document key financial processes and controls and implement new procedures.
• Can train and work closely with client accounting staff or bookkeepers when necessary.
• Coordinate with auditors, tax CPA's, and bankers to provide financials and support.
• Knowledge and research needed to convert financials to GAAP when needed.
• Lead client relationships regarding questions and concerns.
• Effective listening skills, ask quality questions, and provide actionable insights to help clients meet key financial goals.
• Project Management of key tasks across team to meet deadlines and streamline work.
• Provide monthly financial commentary and presentation either in person or via screen share.
• Participate in the analysis and pitch for new business in order to establish a relationship from the beginning.
• Build relationships and network with others to generate new business opportunities.

Qualifications

• Bachelor's degree. MBA and CPA are preferred.
• Microsoft Excel, Word, and PowerPoint
• Intermediate Microsoft Excel knowledge (ex. V-Lookups, Sum-ifs, Pivot Tables)
• Good verbal and writing skills to communicate well with clients.
• The initiative, drive, and entrepreneurial spirit to not only help clients grow but also have a desire to expand the business.
• 2-5 years of CFO or Finance Director experience
• Live in the Dallas / Fort Worth area

Work Environment

• 40 hours per week
• Flexible and can work at home or in any remote environment
• Need good internet access and computer for screen share and video conferencing.
• Can travel to client location if needed. Client location could be anywhere in the Dallas/Fort Worth area.

Compensation and Benefits

• Competitive Base Salary
• Revenue Share Bonus Plan
• Health and Dental Insurance after 60 days.
• 401k Plan Match – 3%
• 10 Paid Holidays
• Paid Vacation
  • Year 1 – 2 weeks
  • Year 2-5 – 3 weeks