Fractional CFO

Interim/ Fractional CFO
Wells Group | New York
Full-Time or Contractor

Overview:
Wells Group of New York is a finance and accounting advisory firm serving high-growth, private equity-backed, venture-backed, and founder-led companies across media, healthcare, SaaS, consumer, fintech, and other complex industries. We provide interim CFO, Controller, accounting, FP&A, audit readiness, strategic finance, and transaction support, and we have advised companies through financings, M&A, turnarounds, accounting transformations, and periods of rapid growth.

Wells Group is entering a new phase of scale, evolving from a founder-led consulting firm into a broader CFO platform of proven CFOs, Controllers, and finance leaders who serve sophisticated clients with the judgment, credibility, and execution discipline expected of a top-tier professional services firm.

We are open to structuring this role as a full-time hire or as an independent contractor / fractional engagement, depending on your situation and the fit. Both paths offer meaningful client leadership and firm-building involvement.

The Role
As a CFO at Wells Group, whether full-time or on a fractional / contract basis, you will serve as CFO to our clients while helping lead and scale the firm. You will step into high-stakes client situations, including capital raises, M&A processes, board reporting, restructurings, finance department builds, cash management, and audit readiness, across private equity and venture-backed growth environments. This is both a client-facing leadership role and a firm-building role: a trusted CFO to our clients, and a partner helping Wells Group institutionalize its model, grow revenue, recruit senior talent, and expand its reputation in the market.

Serve as interim CFO or senior finance advisor to Wells Group clients.

Lead financial strategy, budgeting, forecasting, board reporting, cash management, KPI development, and strategic planning.

Advise CEOs, founders, boards, investors, and private equity sponsors on financial performance, capital allocation, growth strategy, and operational improvement.

Support clients through financings, M&A transactions, diligence processes, lender conversations, and investor communications.

Identify and solve finance and accounting gaps, including weak reporting, poor controls, delayed closes, cash flow issues, audit problems, or underdeveloped FP&A functions.

Help build Wells Group into the leading CFO platform for high-growth and lower middle market companies.

Develop repeatable playbooks, client service models, reporting standards, and team structures.

Manage and mentor Controllers, FP&A professionals, accountants, and offshore team members.

Support recruiting of experienced CFOs, Controllers, and finance operators into the platform.

Participate in business development, including prospect meetings, proposal strategy, relationship management, and expansion of existing accounts.

Represent Wells Group in the market with investors, founders, bankers, attorneys, recruiters, and strategic partners.

Execution & Accountability

Own engagement quality, client satisfaction, profitability, and team performance.

Ensure client deliverables are accurate, timely, board-ready, and commercially useful.

Create financial reporting and decision-making frameworks that help clients improve performance.

Balance high-level strategic advice with hands-on execution when necessary.

Operate with urgency, judgment, discretion, and a high degree of ownership.

What We're Looking For

10+ years of senior finance leadership experience, ideally including CFO, VP Finance, Controller, investment banking, private equity, restructuring, or transaction advisory roles.

Experience working with venture-backed, private equity-backed,…