Vice President Finance

We buy and grow small accounting and advisory firms, specifically the $2M to $15M owner-operated firms with real advisory work and high-net-worth clients. Most have no succession plan and no realistic buyer. There are more than 50,000 of them in the U.S. and the large platforms have moved up-market, which leaves the band we operate in wide open.

Firms keep their names and their leadership. What we bring is the infrastructure they could never justify alone: shared back office, standardized reporting, capacity, pricing discipline, technology, and a real equity story. The finance function is the spine of that. Nothing else in the operating playbook works without a single, trustworthy set of numbers across every firm.

The Vice President Finance is a full-time, fully remote role responsible for leading financial strategy and oversight for Franklin Alliance. This position will manage budgeting and forecasting processes, oversee the preparation and analysis of financial statements, and ensure accurate and timely financial reporting for leadership and stakeholders. The role includes monitoring firm performance across the network, analyzing financial trends, and recommending actions to support growth and profitability.

The Vice President Finance will collaborate with executive leadership on strategic initiatives, develop financial policies and controls, support M&A or expansion activities, and ensure compliance with relevant accounting standards and regulations.

• Own the platform close calendar and deliver a consolidated monthly package, with intercompany eliminations, within ten business days of month end.
• Standardize the chart of accounts, coding, and close procedures across every entity. Every acquisition gets converted to the platform standard rather than the platform bending to the acquisition.
• Build standardized firm-level reporting packages that a managing partner will actually read and use, alongside the consolidated view for the CEO and board.
• Own the platform KPI set and dashboards: realization, revenue per FTE, effective rates, margin by service line, client concentration, AR aging, and utilization.

• Run a rolling 13-week cash forecast at both the platform and firm level, with weekly flash reporting on billings, receipts, and collections.
• Work directly with firm leadership on billing discipline, AR, and cash conversion. Our firms are seasonal and cash-cyclical; this is hands‑on work, not a report you email.
• Manage treasury across a growing entity map: accounts, signers, intercompany movement, and card and AP infrastructure.

• Own covenant compliance and the reporting package for our senior lender, including the borrowing base and quarterly certificates.
• Prepare board and investor reporting, and support the growth round in progress: data room, diligence responses, and the financial narrative behind the model.
• Own the cap table, option administration, and the mechanics of new issuances and rollover equity.
• Support future debt raises and refinancings with the materials and the follow-up.

• Run the annual budget process at both platform and firm level, and hold the monthly variance review with each firm CEO.
• Maintain the platform operating model, including the acquisition pipeline's effect on EBITDA, leverage, and cash.
• Partner on pricing and client portfolio work by supplying the economics: which clients, which services, and which staff actually make money.

• Own post‑close purchase accounting, opening balance sheets, and financial cleanup.
• Lead the finance half of integration: ERP…