Fractional CFO (FracCFO)

Are you the one business owners call when the numbers stop making sense
Kaizen CPAs Advisors is hiring a Fractional CFO to lead financial strategy for a portfolio of fastgrowing small and midsized businesses. Youll work directly with entrepreneurial leaders who rely on your insight to make smart forwardlooking decisions.

In this role youll own financial reporting forecasting and budgetingwhile guiding business owners through critical moments and mentoring a rising Financial Analyst. If youre a strategic thinker who thrives on turning insight into action we want to hear from you.

Key Responsibilities

Financial Strategy & Reporting

• Manage monthly and quarterly financial reporting packages (P&L balance sheet cash flow BvA KPIs)
• Lead budgeting rolling forecasts and scenario modeling
• Develop financial models to support pricing capital investment and strategic planning
• Evaluate and improve internal controls and financial processes
• Identify advisory opportunities and contribute to firmwide thought leadership

Client Advisory

• Facilitate monthly and quarterly review meetings with business owners and stakeholders
• Lead initial strategy sessions and create 12month financial roadmaps
• Present financial insights in a clear actionable format without unnecessary complexity
• Maintain timely proactive communication and ensure all client touchpoints are documented

Team Leadership

• Supervise and mentor a Financial Analyst providing direction feedback and growth opportunities
• Collaborate with crossfunctional teams to deliver a consistent client experience
• Promote process improvement operational efficiency and alignment with firm values

Engagement Oversight

• Lead onboarding for new CFO engagements including accounting cleanup and reporting system setup
• Manage reforecasting cycles and oversee any financial system transitions
• Support M&A activity through financial due diligence and integration planning
• Maintain active CPA CMA or EA licensure and comply with all applicable professional standards

Qualifications :

• Bachelors degree in Accounting Finance or related field; Masters or MBA preferred
• Active CPA CMA or EA license required
• 10 years of progressive finance/accounting experience with at least 3 years in a CFO or senior strategic finance role
• Intermediatelevel tax knowledge with the ability to advise on entity structure owner compensation and general tax implications
• Experience advising small to midsized privately held businesses across industries
• Strong financial modeling forecasting and analytical skills
• Excellent written and verbal communication skills with the ability to simplify complex financial concepts

Additional Information :

Heres a peek at whats ahead as we get to know each other:

 Please note: Progression through each step of the interview process is based on fit and qualifications and is not guaranteed for all applicants. We kindly ask that you do not contact us directly regarding your application as doing so may result in disqualification.

 Apply: Submit your resume for review.

 Phone Screen: If we think there might be a great fit based on your resume a brief call with HR will be scheduled to learn more about you and share details about the role.

 First Panel Interview: Meet with the hiring team to discuss your experience skills and alignment with our core values.

 Assessments & References: Complete relevant assessments and provide professional references to help us get a full picture of your potential.

 Second Panel Interview: A deeper conversation with the team to explore fit expectations and next steps.

 Offer: If its a match well extend an offer and begin onboarding!

Perks of Being Part of Our Team

Compensation: Starting at $120k per year based on experience with the opportunity for commission incentives when earnings exceed annual compensation.

Benefits: We offer a competitive benefits package designed to support your health wellbeing and worklife balance. Benefits may include:

• Medical Dental and Vision Insurance
• ShortTerm & LongTerm Disability and Life Insurance
• Cafeteria/Section 125 Plan
• Retirement/401(k): Employer match with 100% vesting on day one of eligibility
• Paid Vacation: Starting at 2 weeks available for use from day one
• Paid Personal Time (PTO): 32 hours available to use from day one
• Paid Holidays: New Years Day Memorial Day Independence Day Labor Day Thanksgiving the day after Thanksgiving Christmas Eve (if it falls during the work week) and Christmas Day

Note: Benefits are subject to change or revocation at the sole discretion of the Firm.

Equal Opportunity Employer: Kaizen CPAs Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace free from discrimination and harassment. We prohibit discrimination based on race color religion age sex national origin disability genetics veteran status sexual orientation gender identity or any other characteristic protected by law. This policy applies to all aspects of employment including recruitment hiring promotion termination leave of absence compensation and training.

Remote Work :

Yes

Employment Type :

Fulltime