Fractional CFO

United States·Phoenixmid

Finance & AccountingFinance Manager

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Quick Summary

Overview

Key Responsibilities

Financial Systems & Reporting Lead the ERP/accounting system transition from Zoho to QuickBooks, including chart of accounts design and multi-entity setup Develop and standardize monthly financial reporting, including P&L, balance sheet, cash flow,…

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We are seeking a Fractional Chief Financial Officer (CFO) to support a growing IT services company providing professional services, cybersecurity, and AI consulting. The organization operates across four legal entities and is entering a phase of financial system modernization and process maturity.

The fractional CFO will partner closely with leadership to lead the migration from Zoho to QuickBooks, professionalize reporting, strengthen cash-flow management, and implement scalable financial processes aligned with a services-based revenue model.
This role is both hands-on and strategic, ideal for a finance leader experienced in professional services, recurring revenue, and multi-entity environments.

Key Objectives

Lead and oversee the transition from Zoho to QuickBooks across four entities
Establish accurate, timely, and decision-ready financial reporting
Improve accounts receivable and accounts payable processes to support cash flow
Implement automated invoicing and billing workflows for recurring and hourly services
Strengthen vendor management and expense controls
Create scalable finance infrastructure to support continued growth

Responsibilities
Financial Systems & Reporting

Lead the ERP/accounting system transition from Zoho to QuickBooks, including chart of accounts design and multi-entity setup
Develop and standardize monthly financial reporting, including P&L, balance sheet, cash flow, and entity-level reporting
Create management dashboards for leadership (revenue, utilization, margin, AR aging, cash position)

Revenue, Billing & Cash Flow

Optimize billing for monthly recurring services and hourly professional services
Design and implement automated invoicing workflows (reducing manual invoices)
Improve accounts receivable processes, including collections cadence and AR aging visibility
Monitor cash flow and working capital across all entities

AP, Vendor & Cost Management

Implement stronger accounts payable processes and approval workflows
Evaluate and improve vendor management systems, including contract tracking and payment terms
Identify cost-control opportunities and margin improvement levers

Process & Controls

Establish consistent financial processes and documentation across entities
Improve internal controls appropriate for a growing services organization
Partner with tax providers, payroll, and external accountants as needed

Strategic Finance Support

Provide leadership with financial insights to support growth, hiring, and investment decisions
Support budgeting, forecasting, and scenario planning
Act as a trusted financial thought partner to the executive team

Ideal Background

Prior experience as a CFO, VP Finance, or Controller in a professional services, IT services, cybersecurity, or consulting firm
Strong experience with QuickBooks (multi-entity, services-based environments)
Proven success improving billing automation, AR/AP processes, and financial reporting
Comfortable operating in a fractional, hands-on role
Experience supporting recurring revenue and hourly billing models
Ability to translate financial data into clear, actionable insights