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About the Role
As an CFO Consultant, you will take full ownership of the financial reporting and operational finance functions for your clients. You’ll plan, implement, manage, and oversee all finance, accounting, and cash-related activities, ensuring accurate reporting, timely close cycles, and strong financial operations. You’ll serve as a strategic advisor, often functioning as a fractional CFO or VP of Finance, guiding executives through decision-making, developing financial procedures, and building the systems that support business growth. In this dynamic consulting environment, you’ll “wear many hats,” adapt quickly, and consistently exceed client expectations. This role is ideal for a forward-thinking leader who is confident, analytical, and eager to make a meaningful impact across multiple high-growth companies.
Responsibilities
- Manage financial operations, develop financial procedures, and oversee their implementation
- Prepare or direct preparation of financial statements and monthly reporting packages for Board presentations
- Serve as fractional CFO or VP of Finance, reporting directly to C-level executives
- Lead the budgeting and forecasting process
- Integrate and optimize financial technologies and systems
- Approve agreements involving financial commitments, vendor contracts, and expenditures
- Coordinate work with third-party consultants, auditors, and tax advisors
- Manage accounting staff and provide final oversight of month-end close, accounts payable, billing and accounts receivable, bank reconciliations, short-term cash forecasting, and monthly journal entries
- Perform ad hoc financial and operational analyses
Requirements
- Bachelor's degree in Accounting or Finance
- Minimum 6 years practical accounting/finance experience
- 4 years management experience in accounting/finance environment
- Acute business judgement with ability to see “big picture”, prioritize and make business recommendations
- Adaptability to working in both independent and in team environments
- Experience driving collaboration and communication across an organization to enable success and growth
- Excellent analytical skills with ability to take action, offer recommendations, and make decisions with incomplete information
- Strong understanding of technical accounting issues and GAAP
- Strong proficiency with Microsoft Office Suite, particularly MS Excel
- Strong interpersonal and presentation skills
- Proficiency in various ERPs a plus (QBO, Intacct, Sage, NetSuite)
- Team player, committed to supporting and developing others
- Candidates must reside in one of the following states to be eligible for employment: TX, SC, GA, PA, CA, UT, CO, FL, RI, or MI.
Skills
- Microsoft Office Suite
- MS Excel
- QBO
- Intacct
- Sage
- NetSuite
Location
- Remote
Work Type
- Remote
- Full-time
Experience Level
- 6 years practical accounting/finance experience
- 4 years management experience in accounting/finance environment
Education Level
- Bachelor's degree in Accounting or Finance
Benefits
- Medical, Dental and Vision Insurance
- 401K + Match
- Parental Leave
- Profit Share Bonus
- Life Insurance
- Short Term and Long Term Disability
- Generous Time Off Policy
- Annual Employee Development Funds
About the Company
- 512Financial provides fractional Finance, Accounting, HR, Talent Acquisition, and Strategic Planning services to early and mid-stage companies nationwide.
- Founded in 2022 by Bart Davis and Joel Trammell, 512Financial has been recognized as a Best Place to Work in Central Texas every year since 2023.
- We don’t just support our clients, we become part of their team, delivering expert-level guidance and results at a fraction of full-time cost.