Outsourced CFO

SUMMARY

Provides high-touch, strategic financial services to clients across a variety of industries including real estate, restaurants, medical practices, and nonprofits. This client‑facing role involves daily operational oversight as well as longer‑term strategic finance initiatives such as budgeting, cash flow management, and KPI development.

DUTIES AND RESPONSIBILITIES Operational Financial Oversight

• Manages and reviews monthly financial reporting for assigned clients.
• Develops and maintains cash flow forecasts.
• Supervises or coordinates with in‑house and client‑based accounting/bookkeeping staff.
• Implements and optimizes accounting software systems (e.g., Quick Books, BILL, APS).

Strategic Advisory & Planning

• Leads budgeting and forecasting efforts in collaboration with client leadership.
• Designs and monitors KPIs and dashboards using tools such as Power BI and Jirav.
• Prepares reports and analysis for boards, lenders, and investors.
• Provides strategic financial input to inform business decisions.

Client Relationship Management

• Acts as the primary financial advisor to assigned clients.
• Attends onboarding sessions and quarterly board meetings (limited local travel).
• Builds strong relationships with client executives and ownership teams.

CAS Practice Development

• Supports business development efforts and helps grow the CAS practice.
• Contributes to service design, SOP development, and process improvement.
• Mentors junior staff and provides thought leadership within the practice.

Compliance & Support

• Ensures GAAP‑compliant financial statements and internal controls.
• Supports audit preparation and tax planning coordination with internal HMV teams.

Leadership

• Leads CAS initiative within the Accounting Services department.
• Provides formalized training to staff in technical areas.
• Demonstrates strong character and a high level of commitment to the firm.
• Aligns with the firm’s vision, strategy, and values; empowers people to work together meaningfully and productively.
• Exhibits appropriate leadership skills including timely communication across all departments and levels.
• Provides counseling, oversight, and support for the team.
• Recognizes resource/team capabilities and delegates work effectively, holding team accountable.
• Mentors and develops staff, including participation in recruitment and retention.

Competencies

• Excellent communication, both oral and written.
• Ability to manage workload and deadlines while delegating appropriately.
• Ability to lead multiple client relationships concurrently.
• Identifies issues, proposes solutions, and makes timely decisions.
• Handles competing demands and frequent change with sound judgment.
• Well organized, detail‑oriented, and dependable with good time management.
• Exhibits a high degree of professionalism and confidentiality.
• Works independently and as part of a team with strong interpersonal skills.

Supervisory Responsibilities

• May supervise lower‑level Client Advisory Services staff.
• Applies firm policies and applicable laws for training, performance review, rewards, discipline, complaints, and problem resolution.

QUALIFICATIONS

Education And/Or

Experience:

Bachelor’s degree in Accounting (or related field) from a four‑year institution with a strong academic record (minimum GPA 3.0). CPA certification strongly preferred. Minimum 10 years progressive experience in Accounting/Finance roles, including senior leadership such as CFO or Controller, with strong knowledge of GAAP, financial modeling, and board‑level communication.

Computer Skills:
Proficient in Microsoft Word and Excel; familiar with accounting and advisory software such as Quick Books, Power BI, Jirav, BILL, APS Payroll. Experience with Sage Intacct or Net Suite is a plus. Working knowledge of office equipment and computer hardware.

Firm Culture/Client Service:
Promotes the firm’s culture, building personal relationships with clients and supporting superior client relations.

Physical Demands/Work Environment:
Requires sitting, talking, hearing, walking, and handling. May lift up to 25 pounds occasionally. Maintains close and distance vision. Work environment is typically quiet.

Equal Opportunity

Employer:

Heard, McElroy & Vestal is an Equal Opportunity Employer. We actively seek and employ qualified persons in all job classifications and administer all personnel actions without regard to race, color, religion, age, gender or sex (including pregnancy), national origin, ancestry, marital status, non‑job related disability, veteran or military status, genetic information, gender identity, sexual orientation or any other characteristic protected by applicable federal, state or local law.

Seniority

level

Executive

Employment type

Full‑time

Job function

Finance and Sales

Industries

Accounting

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