Chief Financial Officer

About the role

We are seeking a seasoned Chief Financial Officer to provide strategic financial leadership and advisory services to small‑ and medium‑size business owners. The ideal candidate will act as a trusted partner, translating complex financial data into actionable guidance and supporting clients in making informed decisions.

Key responsibilities

• Analyze financial statements and data to deliver clear accounting guidance.
• Handle complex bookkeeping, accounting, and finance‑related queries from SMB clients.
• Develop and present advisory‑based recommendations grounded in financial analysis.
• Support business owners with financial reporting, statement analysis, and strategic planning.

Required profile

• Minimum 5 years of experience in accounting, bookkeeping, finance, or financial consulting.
• Previous roles such as CFO Advisor, Controller, Finance Manager, or Financial Consultant.
• Proven ability to advise SMB clients on accounting and financial matters.
• Strong expertise in financial reporting and statement analysis.

Required skills

• Active user of QuickBooks Online (QBO) or experience with Omni Chat.