Senior Associate, CFO & AS Services

CFOx is an advisory firm that specializes in CFO, Transaction, and Accounting Services in the middle-market. We have offices in Denver, Detroit, and Boston. We work with private equity firms and their portfolio companies, founder-owned businesses, investment banks, and investors nationwide.

Our CFO and Accounting Services group primarily serves middle-market private equity-backed companies and founder-owned businesses that need CFO and Accounting services to scale, gain visibility into their business, or/and prepare for a transaction.

CFOx is looking for a Senior Associate to work closely with the Vice Presidents to provide strategic financial insights, drive operational improvements, and support growth initiatives of our clients. This role requires a deep understanding of private equity environments, strong accounting & financial acumen, and exceptional leadership skills.

Typical engagements include:

• Fractional or Interim CFO
• Post M&A transaction integrations and transitions
• Historical accounting clean-up
• Accounting processes, procedures, and systems implementation
• Financial planning & analysis (FP&A)
• Accounting services (i.e.: month-end close, financial statement preparation, bill pay)

• Support and execute CFO Services and Accounting Services client engagements
• Prepare client deliverables, analyses, and reports
• Improve and implement internal processes, procedures, and templates for the firm
• Active involvement in the firm’s business development efforts
• Active participation in company operations and strategy

• 2-4 years of public accounting and/or corporate finance experience