Fractional CFO

Overview

This role is for a fractional, strategy-focused CFO who enjoys building trusted relationships with business owners, teaching financial concepts clearly, and translating financial insight into action.

You will serve as the senior finance voice for a portfolio of owner-led businesses, helping develop strategy with owners rather than presenting it to them. The work includes advising and coaching clients through complex decisions, and partnering across the organization when day-to-day choices affect financial outcomes.

• Job type: Fractional (1099 independent contractor)
• Location: Remote (US based)
• Compensation: $150.00/hr

Responsibilities

• Own the client relationship as the primary finance strategic partner, building trust through a deep understanding of business challenges, strategic goals, and financial aspirations.
• Establish and maintain a regular communication rhythm, including consistent owner meetings and staying engaged between deliverables—not only during project or crisis periods.
• Act as an advisor and educator by explaining financial information in terms non-finance owners can use, and helping guide the owner through decisions.
• Adapt communication style to each client, providing either coaching toward the client’s conclusion or clear direct recommendations as appropriate.
• Engage the “whole house” by working with owners and leadership, and when relevant, with department leaders and frontline staff whose decisions impact financial results.
• Build financial models to support critical decisions, including pricing changes, contract economics, acquisition math, capital structure, and exit readiness.
• Architect reporting and metrics frameworks for each client, defining what the business should track and why, then building reporting to support it.
• Manage relationships with external parties involved in financial matters, including lenders, advisors, brokers, buy-side and sell-side contacts, and outside CPAs.
• Lead difficult conversations with clients about hard truths and financial realities while maintaining trust.
• Collaborate with the internal CFO team through shadowing meetings and weekly CEO touch-bases.
• Take on additional responsibilities and strategic initiatives as client needs evolve.

Requirements

• Excellent communication skills, including the ability to teach financial concepts to owners without a finance background.
• Enjoy teaching and maintaining patience when concepts need to be explained multiple times.
• 10+ years of senior finance leadership, including CFO experience in a corporate setting.
• Prior fractional CFO experience managing multiple client relationships simultaneously.
• Comfort working with people at all levels, from owners and leadership to department leads and frontline staff.
• Direct experience with owner-led businesses under $50 million in revenue.
• Direct experience building financial models for strategic decisions.
• Experience in M&A, capital structure, or exit advisory.
• Track record managing relationships with external stakeholders such as lenders, investors, advisors, or board members.
• Experience conducting board-level financial reviews or C-suite advisory work.
• Deal structuring and financial engineering capability.
• Ability to independently develop financial strategy and present it to ownership.
• Responsive and timely communication with clients and the internal team.
• Must have a computer, stable internet connection, and professional E&O insurance.
• Must operate as a 1099 independent contractor and have their own LLC.

Compensation & Benefits

• Rate: $150.00/hr
• Flexible working arrangements as an independent contractor.
• No business development responsibilities—clients will be delegated.
• Shadowing and onboarding support to support a smooth transition.

Location

Remote (US based)