CFO for an Outsourced Business Services Firm

Area : National

Description : Our client is a unique accounting and business consulting firm that offers a wide range of outsourced business services to small businesses and start-ups. This is an exciting and fast-paced firm with an awesome culture. The company covers everything from basic bookkeeping and tax planning to forecasting/budgets to HR, legal, and acquisition work. They are seeking a CFO to join their Strategic Finance Outsourcing (SFO) team. The SFO team provides top to bottom finance capability to companies that typically either can’t afford hiring it all in-house or haven’t been introduced to the benefits of great corporate finance.


- Own/oversee accounting and finance for a variety of clients. You don’t do all the work; you lead a team that does

- Understand the business operations, economics, capital needs, and aspirations of the CEOs and stakeholders you serve, and work with them and your team to help business stakeholders reach their goals

- Provide best-in-class guidance and support in financial leadership, reporting, analysis, forecasting, board support, fundraising support, M&A and more

- Work closely with close-knit team that includes both Controller/VP Finance and Analysts on every client (it’s very rare that you will work solo)


- BS degree in Business Administration, Accounting, Finance, or any other related field

- Multiple years of experience as a CFO for private and/or public companies

- At least a decade working in CFO role and 20+ years in a combination of finance and accounting roles

- Direct experience with PE, VC, debt, and alternative modes of fundraising, as well as copious buy and sell side M&A experience

- Experience running FP&A organizations and delivering world-class advice, forecasts, reporting, analysis, and results

- Experience running Accounting Organizations as Controller and/or CFO

- Experience running board meetings (Extra credit for having been a Board Member and/or investor yourself)

Published : Mar 6, 2021

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