Fractional CFO

Job Description:

We are seeking a full-time Fractional CFO who will manage the day-to-day financial operations of our business while also providing high-level financial analysis to guide strategic decisions. This role requires someone who is both detail-oriented and highly analytical, ensuring our financial health while helping us scale efficiently.

Key Responsibilities & Duties:

• Bookkeeping & Financial Management
• Manage and maintain QuickBooks Online with accurate daily and monthly reconciliations.
• Handle accounts payable & receivable, ensuring all invoices are issued and collected on time.
• Oversee payroll processing through Rippling, ensuring timely and accurate payments.
• Categorize and track business expenses, revenue, and profitability metrics.
• Generate monthly P&L statements, balance sheets, and cash flow reports.
• Financial Planning & Strategy
• Analyze revenue streams, margins, and pricing strategies to optimize profitability.
• Develop financial forecasts and cash flow projections to prevent financial bottlenecks.
• Identify areas for cost-saving and operational efficiencies.
• Provide quarterly and annual budget planning and track performance against financial goals.

Compliance & Tax Preparation:

• Work with our CPA to ensure accurate tax filings and financial compliance.
• Prepare and manage 1099s and contractor payments
• Stay up to date with financial regulations and best practices for remote businesses.
• Financial Insights & Business Growth Support
• Advise leadership on scaling strategies, financial risks, and investment opportunities.
• Set and monitor financial KPIs (e.g., revenue per VA, client retention rates, profitability per client).
• Support in refining pricing models and client billing structures

Requirements & Qualifications:

• 5+ years of bookkeeping or financial management experience.
• Experience working as a Senior Bookkeeper, Controller, or Fractional CFO for a growing
  company.
• Strong proficiency in QuickBooks Online, financial modeling, and cash flow management.
• Experience with Bill.com and Rippling (preferred but not required).
• Strong understanding of profitability metrics, revenue tracking, and cost control.
• Excellent communication skills with the ability to explain financial concepts clearly to nonfinancial stakeholders.
• Experience in the construction, coaching, or service-based industries is a plus.

Skills:

• Proven ability to manage multiple tasks and meet deadlines
• Strong attention to detail and organizational skills
• Ability to work independently and as part of a team