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 fast-growing small- and mid-sized businesses. You’ll work directly with entrepreneurial leaders who rely on your insight to make smart, forward-looking decisions.In this role, you’ll own financial reporting, forecasting, and budgeting—while guiding business owners through critical moments and mentoring a rising Financial Analyst. If you’re a strategic thinker who thrives on turning insight into action, we want to hear from you.Key ResponsibilitiesFinancial Strategy & ReportingManage monthly and quarterly financial reporting packages (P&L, balance sheet, cash flow, BvA, KPIs)Lead budgeting, rolling forecasts, and scenario modelingDevelop financial models to support pricing, capital investment, and strategic planningEvaluate and improve internal controls and financial processesIdentify advisory opportunities and contribute to firm-wide thought leadershipClient AdvisoryFacilitate monthly and quarterly review meetings with business owners and stakeholdersLead initial strategy sessions and create 12-month financial roadmapsPresent financial insights in a clear, actionable format without unnecessary complexityMaintain timely, proactive communication and ensure all client touchpoints are documentedTeam LeadershipSupervise and mentor a Financial Analyst, providing direction, feedback, and growth opportunitiesCollaborate with cross-functional teams to deliver a consistent client experiencePromote process improvement, operational efficiency, and alignment with firm valuesEngagement OversightLead onboarding for new CFO engagements, including accounting clean-up and reporting system setupManage reforecasting cycles and oversee any financial system transitionsSupport M&A activity through financial due diligence and integration planningMaintain active CPA, CMA, or EA licensure and comply with all applicable professional standards
