Fractional CFO / Part-Time Finance Consultant for Small Business

Posted yesterday

Worldwide

Summary

Description:
We’re a window treatment company based in NYC and NJ, growing quickly and ready to bring on a fractional CFO / part-time finance consultant to help us plan our next stage of growth.

We need clarity around budgeting for things like:
• New software tools (QuickBooks Online + MyBlindCo/CRM)
• Hiring extra team members (sales, bookkeeping, admin)
• Possibly leasing an office or showroom

We’re not just looking for someone to “do the books” — we already have a bookkeeper and an accountant. What we really need is someone who can connect the dots and give us clear insights so we know what’s safe to spend, what to hold back on, and how to keep cash flow healthy.

What you’ll do:
• Help us plan ahead with clear monthly and quarterly cash flow forecasts
• Run “what-if” scenarios (like: what happens if we hire, take on office rent, or add software costs)
• Give us budget and profitability targets — and break them down into simple, actionable steps
• Turn our numbers into easy-to-read reports and dashboards we can actually use to make decisions
• Work closely with our accountant (taxes) and bookkeeper (day-to-day) so everything stays connected

What we’re looking for:
• Experience as a fractional CFO / finance consultant / FP&A specialist
• Strong with QuickBooks Online and Excel/Google Sheets
• Ideally some background with service-based or home improvement companies
• Someone who explains financials clearly and simply (no jargon, please!)
• Organized, proactive, and easy to work with

Details:
• Part-time / ongoing
• Flexible hours (about 5–15 per month to start)
• Rate: $50–$120/hr (open to monthly retainer proposals too)

If you love helping small business owners get financial clarity and make smart growth decisions, we’d love to hear from you.

When you reply, please include:
1. A few examples of financial models or cash flow forecasts you’ve done for other clients.
2. Your availability and whether you prefer hourly or monthly retainer.
3. Any relevant experience with service-based or home improvement companies.

  • Less than 30 hrs/week
    Hourly
  • < 1 month
    Duration
  • Expert
    Experience Level
  • $70.00

    -

    $130.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Financial Modeling
Financial Planning
Nice-to-have skills
Management Consulting
Activity on this job
  • Proposals:50+
  • Last viewed by client:yesterday
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since May 16, 2022
  • United States
    Hoboken5:04 PM
  • $1.3K total spent
    1 hire, 0 active
  • 24 hours

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