Senior Associate, CFO & AS Services

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

Our CFO & Accounting Services group primarily serves middle-market private equity-backed companies and founder-owned businesses that need CFO & 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 our Directors and Vice Presidents to provide strategic financial insights, drive operational improvements, and support growth initiatives of our clients. This role requires an 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)

This position can be located in any of our three offices. We offer flexible, hybrid work arrangements to promote employee well-being, balance, and long-term success.

• Support and execute CFO & 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