Senior Associate, CFO & Accounting 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 engagements through financial analysis, modeling, diligence support, and client-facing work streams
• Prepare accurate, well-structured client deliverables, analyses, and reports that clearly communicate findings and recommendations
• Collaborate with Directors and Vice Presidents to execute engagement plans, meet deadlines, and address client needs proactively
• Assist in the development, documentation, and improvement of internal processes, procedures, and templates to enhance efficiency and quality
• Continue to build technical, analytical, and client service skills while demonstrating ownership, attention to detail, and increasing independence

• 2-4 years of public accounting and/or corporate finance experience
• Previous audit experience is preferred
• CPA license is preferred

CFOx does not accept unsolicited resumes from recruiters or staffing agencies. We ask that recruiters do not contact us regarding this position.