Overview:
Wells Group of New York is a finance and accounting advisory firm serving high-growth, private equity-backed, venture-backed, and founder-led companies across media, healthcare, SaaS, consumer, fintech, and other complex industries. We provide interim CFO, Controller, accounting, FP&A, audit readiness, strategic finance, and transaction support, and we have advised companies through financings, M&A, turnarounds, accounting transformations, and periods of rapid growth.
Wells Group is entering a new phase of scale, evolving from a founder-led consulting firm into a broader CFO platform of proven CFOs, Controllers, and finance leaders who serve sophisticated clients with the judgment, credibility, and execution discipline expected of a top-tier professional services firm.
We are open to structuring this role as a full-time hire or as an independent contractor / fractional engagement, depending on your situation and the fit. Both paths offer meaningful client leadership and firm-building involvement.
The Role
As a CFO at Wells Group, whether full-time or on a fractional / contract basis, you will serve as CFO to our clients while helping lead and scale the firm. You will step into high-stakes client situations, including capital raises, M&A processes, board reporting, restructurings, finance department builds, cash management, and audit readiness, across private equity and venture-backed growth environments. This is both a client-facing leadership role and a firm-building role: a trusted CFO to our clients, and a partner helping Wells Group institutionalize its model, grow revenue, recruit senior talent, and expand its reputation in the market.
Client Leadership
- Serve as interim CFO or senior finance advisor to Wells Group clients.
- Lead financial strategy, budgeting, forecasting, board reporting, cash management, KPI development, and strategic planning.
- Advise CEOs, founders, boards, investors, and private equity sponsors on financial performance, capital allocation, growth strategy, and operational improvement.
- Support clients through financings, M&A transactions, diligence processes, lender conversations, and investor communications.
- Identify and solve finance and accounting gaps, including weak reporting, poor controls, delayed closes, cash flow issues, audit problems, or underdeveloped FP&A functions.
- Firm Leadership
- Help build Wells Group into the leading CFO platform for high-growth and lower middle market companies.
- Develop repeatable playbooks, client service models, reporting standards, and team structures.
- Manage and mentor Controllers, FP&A professionals, accountants, and offshore team members.
- Support recruiting of experienced CFOs, Controllers, and finance operators into the platform.
- Participate in business development, including prospect meetings, proposal strategy, relationship management, and expansion of existing accounts.
- Represent Wells Group in the market with investors, founders, bankers, attorneys, recruiters, and strategic partners.
Execution & Accountability
- Own engagement quality, client satisfaction, profitability, and team performance.
- Ensure client deliverables are accurate, timely, board-ready, and commercially useful.
- Create financial reporting and decision-making frameworks that help clients improve performance.
- Balance high-level strategic advice with hands-on execution when necessary.
- Operate with urgency, judgment, discretion, and a high degree of ownership.
What We're Looking For
- 10+ years of senior finance leadership experience, ideally including CFO, VP Finance, Controller, investment banking, private equity, restructuring, or transaction advisory roles.
- Experience working with venture-backed, private equity-backed, founder-led, or high-growth companies.
- Strong command of accounting, FP&A, cash flow management, board reporting, capital raising, M&A, audit readiness, and operational finance.
- Ability to communicate credibly with CEOs, boards, investors, lenders, and senior operators.
- Proven ability to lead teams and manage complex client or company situations.
- Commercial mindset with an interest in business development, relationship building, and firm growth.
- Professional services, consulting, interim executive, or PE portfolio experience is a plus.
- CPA, MBA, investment banking, private equity, restructuring, or Big Four experience is helpful but not required.
What Success Looks Like
- Clients view you as a trusted CFO-level partner.
- Engagements are well-run, profitable, and deliver measurable value.
- Finance teams under your leadership become more organized, accountable, and effective.
- Wells Group expands its senior CFO platform and attracts higher-quality clients and professionals.
- You help the firm move from a founder-led model to an institutional, scalable professional services platform.
Compensation & Equity
- Positions available on a full-time or contractor / fractional basis.
- Full-time: competitive base salary, performance-based bonus, and equity eligibility.
- Contractor / fractional: competitive day, monthly, or hourly rate based on scope and commitment, with equity eligibility available for the right long-term partner.
- Eligibility for 2% to 5% equity ownership in Wells Group or its applicable holding company, available across both structures.
- Equity is subject to standard vesting, expected to include a four-year schedule with a one-year cliff, continued service requirements, and customary documentation approved by the company.
- Final equity percentage and compensation structure will be based on experience, seniority, client revenue contribution, leadership scope, engagement model, and long-term strategic fit.
Why Join Wells Group
- You join at an inflection point, with the chance to shape a firm rather than inherit a fixed one.
- The day job is being a great CFO: real range across companies, industries, and high-stakes situations, from capital raises to turnarounds.
- Wells Group has built a strong reputation serving sophisticated companies through complex financial moments, and the next chapter is scaling that into a broader CFO platform led by proven senior finance leaders.
- For the right person, this is not simply a job. It is a chance to become a true partner in building a differentiated finance and accounting advisory firm.
The Wells Group is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other characteristic protected by applicable law. We are committed to building a team that reflects the diversity of the clients we serve.
