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Fractional CFO

Role overview

Qualifications

  • 15-20 years' accounting/finance experience with several years in full-time CFO positions
  • Bachelor's Degree required; CPA license or MBA strongly preferred
  • Experience leading mergers and acquisitions, including due diligence, valuation and integration
  • Significant experience raising capital in the venture capital space

Responsibilities

  • Work directly with CEOs and executive teams to develop and execute finance strategy
  • Provide strategic business advice to clients
  • Prepare and maintain financial models, rolling forecasts and cash-flow forecasts
  • On some client engagements you will be leading a team of Accounting staff, and on others you may be providing only strategic advisory services

About the company

Ascent CFO Solutions logo

Ascent CFO Solutions

Ascent CFO Solutions is a Colorado-based professional services firm providing financial and accounting solutions to high-growth startups and established brands across the country. We are an experienced team of CFO’s and finance & accounting professionals, dedicated to helping your business reach its full potential through sound financial guidance. With decades of experience, Ascent CFO consultants integrate seamlessly into existing teams providing a long-term, proactive approach to establishing strategic, accurate and reliable finance and accounting practices and systems. Ascent CFO Solutions specializes in financial models and cash flow forecasts, startup launch, accounting automation, capital fundraising, and M&A advisory. From early-stage startups to established organizations, our customized approach moves companies in the right direction… upward Please feel free to contact us directly at info@ascentcfo.com for a free introductory meeting to see if we can help you with your growth.

Company details

Company size11 - 50

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Job description

At Ascent CFO Solutions, we are a leading Fractional CFO services firm dedicated to providing strategic financial leadership and insights to startups and SMEs. Our mission is to empower businesses to achieve financial clarity and sustainable growth. As we continue to expand our services and client base, we're looking for leading Chief Financial Officers (CFOs) to join our dynamic team of fractional financial professionals. In this role, you will serve as a trusted advisor to our diverse portfolio of clients. Your work will be meaningful and exciting, supporting businesses that are going through transformation, growth, process improvement, fundraising, preparing for an exit, and/or looking to acquire other companies.

Job Description:

This is a hands-on role for a stellar CFO that is entrepreneurial and enjoys working with companies in diverse industries.  You will be the primary contact with your clients ensuring the highest level of client satisfaction with responsibility for timelines, accuracy, and completeness of deliverables.  On some client engagements you will be leading a team of Accounting staff, and on others you may be providing only strategic advisory services.

Our clients include cutting-edge startups, scale-ups, and private companies, in addition to VC- and PE-backed companies across a wide range of industries (Technology, SaaS, Professional Services, Construction, Manufacturing, eCommerce, Healthcare, CPG, FinTech, Real Estate, and more). 

Can you picture yourself as a member of our team? 

Primary Responsibilities for this role:
  • Work directly with CEOs and executive teams to develop and execute finance strategy
  • Provide strategic business advice to clients
  • Prepare and maintain financial models, rolling forecasts and cash-flow forecasts
  • Manage the budgetary process and analyze budget vs. actual variances
  • Assist clients in fundraising and/or M&A activity
  • Managing Ascent CFO and/or client resources to oversee/complete the month-end close and reporting packages
  • Onboard clients which may include an assessment phase
  • Establish and implement appropriate accounting processes and internal controls
  • Identify and track key trends and metrics
  • Develop and maintain executive dashboards and KPI monitoring and reporting
  • Coordinate and manage the annual audit and tax return process
  • Financial reporting to key Board of Directors members and shareholders
The Ideal Candidate has the following experience:
  • 15-20 years' of accounting & finance experience with several years in full time CFO positions
  • Bachelor's Degree required, CPA license or MBA strongly preferred
  • Experience as a strategic leader, most comfortable being the β€œright hand” to the CEO
  • Experience working in a wide range of industries
  • Considerable experience with building financial forecast and cash flow models
  • Proven experience leading mergers & acquisitions, including due diligence, valuation and integration
  • Significant experience raising capital in the venture capital space
  • Passion for energetic leadership in the finance and accounting organization
  • Comfortable with being β€œhands-on” in accounting and ERP systems including QBOnline, NetSuite, Intacct, and other accounting packages
  • Proven experience working with fast-growth companies from early stages to $50M in revenue
  • Highly proficient in MS Excel, Google sheets is a plus
Compensation: $115-130/hour based on experience

Location: Boulder/Denver based preferred, Remote role with some in-person meetings/events

Why Our Employees Choose Ascent CFO Solutions:

  • 2-Time Winner of Inc. 5000 Fastest-Growing Companies nationwide
  • 4-Time Winner of Built In's Best Places to Work
  • Set your own schedule, choose the number of hours you want to work, generally between 25-35+ hours/week, and work remotely (with in-person opportunities)
  • Engage with a wide range of business matters across a variety of industries
  • Connect with highly talented Ascent team members (CFOs, VPs Finance, Controllers, Accounting Managers, and Senior Accountants) who are ready and willing to collaborate and support you on projects
  • Benefit from our strong 12+ year reputation in delivering custom engagements with a high level of accuracy, responsiveness, and expertise
  • Work directly with smart entrepreneurs and business leaders who view you as a trusted partner in their companies

Benefits include:

  • W2 Position with employee health, dental and vision insurance
  • 401K match
  • Quarterly stipend towards educational or professional development
  • Technology stipend
  • Paid sick time, holiday time & volunteer time
  • Bonus/commission eligibility
  • Mentoring opportunities

Ascent CFO Solutions is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills, and experiences within our workforce.

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Marcus Rivera

Chief Revenue Officer

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linkedin.com/in/marcusrivera
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