CLIENT ACCOUNTING SERVICES CFO

OASIS

CLIENT ACCOUNTING SERVICES CFO

Clifton Park, NY
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    401(k) matching

    Bonus based on performance

    Competitive salary

    Dental insurance

    Health insurance

    Vision insurance

    About OASIS: OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs. Our team supports clients through bookkeeping, compliance, and reporting—powered by cutting-edge technology and a people-first culture.

    About the Role: OASIS Directors provide outsourced CFO-level leadership across a range of industries, helping clients manage their strategic finance functions, cash flow, capital planning, and team development.

    Responsibilities:

    Act as outsourced CFO for select clients, managing internal and external finance teams

    Deliver strategic advice, cash flow forecasts, and capital plans to client leadership

    Build and review monthly financial packages with analysis and recommendations

    Design and implement budgeting frameworks and rolling forecasts

    Lead special projects (e.g., pricing models, bank relationships, funding prep)

    Represent OASIS at board meetings, investor calls, and key client events

    Qualifications:

    CPA or MBA strongly preferred

    8–10+ years experience in senior accounting/finance roles, including CFO/controller functions

    Demonstrated ability to lead teams and manage client relationships across sectors

    Comfort operating in a fast-paced, tech-enabled, fractional environment