Virtual CFO

The VCFO Department at one of the fastest-growing accounting firms in the country is seeking a Virtual CFO who possesses a strong technical skillset, is motivated by quality work and is passionate about delivering outstanding results. This individual will have a direct impact on our firm’s mission of serving as a catalyst for those striving to achieve their highest potential. 

We are seeking an experienced Virtual Chief Financial Officer (VCFO) to act as a strategic partner to small business owners, providing high-level financial leadership and insight. You will oversee all financial aspects of client engagements, with a strong focus on the month-end close process, KPI-driven forecasting, and financial statement analysis.

This is a high-impact role that requires both a command of accounting theory and the ability to translate numbers into actionable business strategies. You’ll serve clients ranging from $1M–$50M in revenue, with a focus on building long-term relationships, driving business performance, and aligning financial systems with strategic goals.

This role is fully remote- or home-based, with occasional travel to client sites or company events. Standard hours are 8:00 AM – 5:00 PM, with some flexibility required during deadlines.

What You'll Do:

• Own the relationship with client leadership teams and serve as their trusted financial advisor.
• Lead, review, and oversee the month-end close process and delivery of financial statements.
• Architect and maintain dynamic financial forecasts built on KPIs that drive the client’s business.
• Identify, track, and regularly review key financial drivers for continuous improvement.
• Provide strategic financial consulting, including compensation planning, cash flow management, budgeting, and lending relationship management.
• Ensure timely and accurate delivery of all client deliverables and reports.
• Interpret and communicate financial data to inform key business decisions.
• Understand and manage scope of services based on client contracts; price and scope changes as needed.
• Stay current on trends and best practices; contribute to internal training and knowledge sharing.
• Attend two mandatory company retreats per year.

What We're Looking For:

• Strong accounting foundation and business acumen.
• Excellent communication and client service skills.
• Highly organized and able to manage multiple engagements simultaneously.
• Proactive and forward-thinking with a bias for action.
• Tech-savvy and adaptable to changing tools and platforms.
• Able to work independently with a high degree of ownership.
• Demonstrated success working with businesses between $1M and $50M in annual revenue.
• Experience with multiple accounting ledgers such as QuickBooks, Xero, Sage, etc.
• Advanced Excel skills (pivot tables required; VBA/macros a plus).
• Industry experience in construction is a strong plus.
• Business and personal tax experience is a plus.

Your Qualifications:

• Bachelor’s degree in Accounting, Finance, or related field (CPA preferred).
• 6+ years of progressive experience, ideally in a CFO, Controller, or Advisory capacity.

Please note, the VCFO Department has a bonus program that will be discussed during an initial interview.