We have been engaged to identify a Fractional CFO by a growing financial consulting firm. Our client primarily works with small and mid-sized businesses and is comprised of professionals with various backgrounds, whose combined expertise includes accounting, finance, banking, economics, management, and accounting software. We are looking for their next team member to participate in and drive their growth.

Fractional CFO Job Duties:

Provide consultation and guidance to our Clients’ Controllers/Accounting Managers to ensure accounting procedures, processes, and systems are established and followed.
Lead, coach, and mentor internal staff/consultants including overseeing the planning, execution, and delivery of services.
Attend meetings with assigned clients on a semi-regular basis.
Candidate should have a solid basis in working with QuickBooks and utilizing its particular features (i.e., Items, Customer Types, etc.)
Work directly with team members to ensure a multi-disciplined approach to consulting, including tax, financial reporting, banking and finance, and organizational management considerations in all major decisions.
Production / Review of Clients’ Year-End workpapers.
Obtain and maintain source documentation throughout the year.
Complete the year-end process, including but not limited to:

Tie all balance sheet accounts and selected income statement accounts to the trial balance.

Year-End Accrual to Cash adjustments.

Fractional CFO Qualifications:

• Bachelor’s Degree in Accounting or Finance

• Minimum Eight Years Accounting experience including consulting

• Prior experience with a Professional Services Firm

• Strong QuickBooks skills

• Skilled in Microsoft Office (Excel, Word, Outlook)

Craig Bradford Associates

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Fractional CFO