Come Grow With Us – Our Business is Expanding!

Lucrum Consulting is a Charlotte, NC-based provider of bookkeeping, accounting, and fractional CFO services. We work with business owners and accounting teams of mid-sized, locally owned companies to create, measure, and manage their financial resources. We pride ourselves on being experts in our field, explaining complex accounting concepts in terms people can understand, and offering our clients customized financial management solutions that fit their needs and budget. Learn more about us and watch our videos at www.lucrumconsulting.net.

We are currently seeking a CFO/Business Advisor in Charlotte, NC.

Why Join Lucrum Consulting? We are proud to offer:

Competitive salary
Incentives & bonuses
First-year total compensation: $120000 - $140000
Pay based on experience and performance bonuses
Pre-tax reimbursement for medical and dental insurance
Phone and mileage reimbursement; $750 annual technology allowance; $500 annu1200al charitable reimbursement.
Retirement plan with matching contribution
Paid holidays & three weeks PTO
Flexible schedule
Volunteer and community service opportunities
Employee recognition, milestone events, and appreciation awards
Employee development and advancement

We value each person and the role they play in delivering exceptional service to our clients.

Role Overview

As a CFO Consultant, you will be responsible for strategic and tactical financial matters, including budget management, cost-benefit analysis, and forecasting. You will oversee client financial activities, maintain client relationships, support business decision-making, and assist with new client acquisition.

Key Responsibilities

Review and present financial statements
Establish bookkeeping processes and oversee bookkeeper activities
Forecast cash flow and profitability
Align financial strategy with business goals
Assist in strategic planning
Conduct cost-benefit analyses
Serve as a Lucrum ambassador by attending industry networking and client events
Identify and capitalize on sales opportunities

Qualifications & Skills

Bachelor’s degree in accounting, finance, or a related field
CPA certification preferred, but not required (equivalent experience considered)
Minimum 5+ years of financial management experience with increasing responsibility in multi-faceted financial direction and planning
Experience in legal, compliance, auditing, and budgeting
Proficiency in MS Excel (intermediate or higher)
Strong analytical and problem-solving skills
Excellent written and verbal communication skills
Strong interpersonal skills with the ability to collaborate at all levels
High integrity and confidentiality standards

How to Apply

If you are looking for an opportunity where your financial expertise will have a direct impact on the success of businesses, we want to hear from you!

Email your resume and cover letter no later than May 18th. In your cover letter, share a brief example of how your financial expertise has helped a business grow or improve profitability.

Lucrum Consulting is an Equal Opportunity Employer.

Job Type: Full-time

Pay: $120,000.00 - $140,000.00 per year

Benefits:

401(k) matching
Flexible schedule
Paid time off
Retirement plan

Schedule:

Monday to Friday

Work Location: In person

Lucrum Consulting

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