AI-Powered Finance & Operations Leader

AccruePartners; Charlotte (NC); On-site; USD 140,000 - 190,000; Full time

Job summary

AccruePartners in Charlotte, NC seeks a senior finance leader to partner with the owner and own the finance and operating infrastructure. You will shape cash flow management, budgeting, and strategic planning while ensuring robust financial controls and scalable processes.

The role offers broad visibility across financial performance, contracts, and tax, with a hands-on approach in a lean, technology-forward organization ready for growth. Local candidates are preferred.

Qualifications

• Senior finance leadership experience in professional services, consulting, or project-based business.
• Strong cash flow management, liquidity forecasting, and 13-week cash modeling.
• Experience supporting acquisitions, sales, recapitalization, or other business transactions.
• Hands-on finance leader in a lean organization.
• Experience overseeing accounting, reporting, tax, contracts, and basic business operations.
• Entrepreneurial mindset and comfort working directly with an owner.
• Technology-forward orientation with interest in AI, automation, and process improvement.

Responsibilities

• Serve as the senior finance leader for the business, reporting directly to the owner.
• Own cash flow management, liquidity planning, and 13-week cash forecasting.
• Maintain accurate financial reporting while ensuring cash generation focus and returns.
• Lead budgeting, forecasting, tax coordination, financial controls, and transaction readiness.
• Support a project-based professional services model with large engagements and complex revenue timing.
• Review engagement letters, proposals, NDAs, contracts from a financial/operational perspective.
• Partner with external advisors (accounting, tax, legal) to optimize finance operations.
• Build a scalable, efficient finance function with automation and modern systems.

Job description

AccruePartners in Charlotte, NC seeks a senior finance leader to partner with the owner and own the finance and operating infrastructure. You will shape cash flow management, budgeting, and strategic planning while ensuring robust financial controls and scalable processes.

The role offers broad visibility across financial performance, contracts, and tax, with a hands-on approach in a lean, technology-forward organization ready for growth. Local candidates are preferred.