Our client provides finance and accounting services for small businesses such as:
- Financials Forecasting & Modeling
- Financial Reporting & Analysis
- Expense Review and Management
- Accounting Staff Training and Supervision
- Profitability Analysis
- Finance and Accounting Best Practices
Mission Statement
We are a financial intelligence firm that helps growing businesses gain financial clarity and command of their financials so that they can maximize growth.
Values
How We Embody It
Courageous Mindset - Delivers brave, clear forecasting & risk analysis
Leadership - Takes ownership, adapts as businesses grow
Active Listening - Begins with understanding client needs before advising
Relationship - Builds trust—clients highlight character and clarity
Integrity- Ensures reliability and objective financial guidance
Teachability - Embraces continuous improvement via resources & insights
Youthful Curiosity - Promotes growth mindset through innovation and foresight
Why Work for us?
- Over the last 10 years, we have established a recurring client base and launched CFO Services with different types of organizations.
- Can work across many companies and industries.
- Can make an impact quickly.
- Billing, Collections, and Administration handled through our Services.
- Posted over 100 articles on our website and through social media.
- Marketing through book written by the owner, Forecast Your Future: How Small Businesses Exchange Stress and Chaos for Cash and Clarity.
- Use of technology tools such as HubSpot CRM, One Drive, and Dashboard Reporting.
- Leads and Sales training and coaching.
- Proprietary tools for forecasting and analysis.
- Supporting Accounting staff for reports, analysis, and forecasting.
Job purpose
To work as a Fractional CFO and 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
- 401k Plan Match – 3%
- 10 Paid Holidays
- Paid Vacation
- Year 1 – 2 weeks
- Year 2-5 – 3 weeks
- After 5 years – 4 weeks
