Fractional CFO: Systems & Strategy Lead (1099 Contractor)

FIDELIA COUNSELING SERVICES INC

Fractional CFO: Systems & Strategy Lead (1099 Contractor)

Woburn, MA
Part Time
Paid
  • Responsibilities

    Benefits:

    Flexible schedule

    Role Overview Fidelia Counseling Services is entering another phase of rapid institutional scaling. We are seeking a strategic Fractional CFO to help transition our agency from an executive-centralized model to a system-driven healthcare organization.

    As we expand our clinical team and intake infrastructure, the CFO will be responsible for building the high-level financial framework required to manage multi-tiered state contracts, clinical payroll (ADP), and long-term fiscal health.

    Key Responsibilities

    Institutional Scaling: Transition the agency’s financial infrastructure from founder-led management to a professional, automated, and scalable system.

    Contract Strategy: Develop financial models to track and optimize performance for state contracts, ensuring high data integrity and compliance.

    Strategic Budgeting: Create a yearly "anchor" budget and rolling quarterly forecasts to guide the CEO through rapid team expansion and new site development.

    Operational Audit: Oversee the accuracy of QuickBooks Online and ADP integrations, ensuring tax-optimized mapping and "best-in-class" reporting.

    Continuity & Risk Management: Serve as the senior financial advisor for agency stability, continuity planning, and long-term institutional readiness.

    Qualifications

    Experience: 5+ years of senior financial leadership (CFO or Controller level).

    Industry Knowledge: Experience with Healthcare reimbursement cycles and state-level contract management is strongly preferred.

    Technical Mastery: Advanced proficiency in QuickBooks Online and ADP

    Values: A commitment to professionalism, efficiency, and an inclusive mission.

    Education: CPA or MBA preferred.

    Position Details

    Employment Type: Independent Contractor (1099).

    Structure: Fee-for-Service (Hourly or Monthly Retainer).

    Privacy: This role requires a signed NDA and includes high-level strategic advisory directly to the CEO.

    Flexible work from home options available.