Fractional CFO (Texas, Georgia, or Kansas)

We are seeking a highly experienced Fractional CFO to lead and manage all accounting and financial functions for assigned clients

This contract role involves strategic financial leadership, oversight of reporting and compliance, and hands-on management of financial operations. The ideal candidate will serve as a trusted advisor, providing insights on financial strategy, cash flow, and system improvements, while ensuring timely and accurate financial reporting.

Responsibilities:
Lead and manage all accounting and financial operations, including oversight of reporting processes and finance staff, ensuring accuracy, compliance, and strategic alignment.

Serve as a strategic financial advisor to assigned clients, providing expert guidance on financial planning, regulatory compliance, treasury management, and operational finance on a weekly or bi-weekly basis.

Oversee and ensure the timely and accurate preparation of financial statements and reports, including monthly, quarterly, and annual closings, A/P and A/R aging reports, payroll tax filings, W-2/W-3, 1099s, sales and use tax, personal property tax, business licenses, income tax returns, and other regulatory filings.

Manage relationships with banks and external financial partners to support client financial health and strategic initiatives.
Conduct in-depth reviews and analyses of financial systems and internal controls to ensure compliance, efficiency, and risk mitigation.
Provide expert oversight and strategic input on cash flow management, forecasting, and liquidity planning.

Coordinate and lead the annual financial statement audit process, ensuring readiness, accuracy, and timely completion.

Lead special financial projects, including the development of financial projections, profitability analyses, cash management models, internal control assessments, and tax planning strategies.

Drive continuous improvement initiatives to enhance scalability, strengthen internal controls, and optimize operational efficiency across client organizations.

Maintain detailed daily tracking of hours by client and project, ensuring accurate reporting and accountability for assigned engagements.



Qualifications:

Minimum 5 years of CFO experience with a strong background in financial systems and operational oversight.

Proficiency in QuickBooks Online (QBO), including setup, chart of accounts structuring, and system optimization.
Expertise in managing and analyzing:
Vendor and customer lists
Bank feeds and rules
Transaction classification and journal entries
Bank reconciliations and period closings
Strong understanding of GAAP and financial reporting standards.
Ability to work independently and manage multiple priorities within a flexible 15-hour weekly schedule.
Excellent analytical, organizational, and communication skills.
Experience working in a remote environment with cross-functional teams.
Detail-oriented with a commitment to accuracy and continuous improvement

• Lead and manage accounting and financial functions
• Provide strategic financial leadership
• Oversee financial reporting and compliance
• Manage external financial relationships
• Ensure timely and accurate financial reporting