Outsourced CFO

SUMMARY: Provides high-touch, strategic financial services to clients across a variety of industries including real estate, restaurants, medical practices, and nonprofits. This client-facing role involves both day-to-day operational oversight and longer-term strategic finance initiatives, including budgeting, cash flow management, and KPI development by performing the following duties.

DUTIES AND RESPONSIBILITIES:

Operational Financial Oversight

• Manages and reviews monthly financial reporting for assigned clients.
• Develops and maintains cash flow forecasts.
• Supervises or coordinates with in-house and client-based accounting/bookkeeping staff.
• Implements and optimizes accounting software systems (e.g., QuickBooks, BILL, APS).

Strategic Advisory & Planning

• Leads budgeting and forecasting efforts in collaboration with client leadership.
• Designs and monitors KPIs and dashboards (using tools such as Power BI, Jirav).
• Prepares reports and analysis for boards, lenders, and investors.
• Provides strategic financial input to inform business decisions.

Client Relationship Management

• Acts as the primary financial advisor to assigned clients.
• Attends onboarding sessions and quarterly board meetings (limited local travel).
• Builds strong relationships with client executives and ownership teams.

CAS Practice Development

• Supports business development efforts and helps grow the CAS practice.
• Contributes to service design, SOP development, and process improvement.
• Mentors junior staff and provides thought leadership within the practice.

Compliance & Support

• Ensures GAAP-compliant financial statements and internal controls.
• Supports audit preparation and tax planning coordination with internal HMV teams.

Leadership

• Leads CAS initiative within the Accounting Services department.
• Provides formalized training to staff in technical areas.
• Demonstrates strong character and a high level of commitment to the firm.
• Demonstrates alignment with our vision, strategy, and values; empowers people to work together in meaningful and productive ways.
• Demonstrates appropriate leadership skills including, but not limited to, effective and timely engagement oversight, timely and accurate communications across all departments and staff of all levels within the Firm, timely and accurate identification of technical issues, timely and appropriate identification of any staff issues and/or concerns, timely client communications regarding open items, and other similar items.
• Provides counseling/coaching, oversight and support for the team.
• Recognizes resource/team capabilities and delegates work effectively, holding team accountable.
• Mentors and develops staff, including participation in the recruitment and retention of professional staff.

COMPETENCIES:

• Ability to communicate well with others on staff as well as clients, both orally and in writing.
• Ability to manage workload and deadlines while delegating appropriately.
• Ability to lead multiple client relationships concurrently.
• Identifies issues and proposes solutions while demonstrating the ability to solve problems and make timely decisions.
• Able to deal with competing demands and frequent change.
• Exhibits sound and accurate judgement.
• Must be well organized, detail oriented and thorough.
• Must be dependable with good time management skills.
• Must exhibit a high degree of professionalism including the ability to maintain the highest levels of confidentiality.
• Ability to work both independently and as part of a team with professionals at all levels, exhibiting strong interpersonal skills.

SUPERVISORY RESPONSIBILITIES:

May supervise lower-level Client Advisory Services staff. Carries out supervisory responsibilities in accordance with the Firm’s policies and applicable laws. Responsibilities may include training employees; planning, assigning, and overseeing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.