CFO Consultant

512 Financial LLC; Town of Texas (WI); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance

401K + Match

Parental Leave

Profit Share Bonus

Job summary

512 Financial LLC is seeking a CFO Consultant to manage financial operations and provide strategic advisory services. The role requires ownership of financial reporting and operational finance functions, interaction with C-level executives, and the ability to adapt in a dynamic consulting environment.

The ideal candidate should hold a Bachelor's degree in Accounting or Finance, have a minimum of six years of relevant experience, and showcase analytical and interpersonal skills.

Qualifications

• Minimum 6 years practical accounting/finance experience.
• 4 years management experience in accounting/finance environment.
• Strong interpersonal and presentation skills.

Responsibilities

• Manage financial operations and develop financial procedures.
• Prepare financial statements and monthly reporting packages.
• Serve as fractional CFO or VP of Finance for clients.

Skills

Analytical skills

Team collaboration

Financial reporting

GAAP understanding

Education

Bachelor’s degree in Accounting or Finance

Tools

Microsoft Office Suite

QBO

NetSuite

Job description

Description

Lead with Vision. Influence Strategy. Drive Financial Excellence

Are you a strategic finance leader who thrives in fast‑paced environments? Do you excel at guiding clients, building systems, and driving meaningful financial outcomes? If you’re ready to join a high‑performing consulting team and work alongside top‑tier financial professionals, 512Financial is ready for you.

About the Role

As an CFO Consultant, you will take full ownership of the financial reporting and operational finance functions for your clients. You’ll plan, implement, manage, and oversee all finance, accounting, and cash‑related activities, ensuring accurate reporting, timely close cycles, and strong financial operations.

You’ll serve as a strategic advisor, often functioning as a fractional CFO or VP of Finance, guiding executives through decision‑making, developing financial procedures, and building the systems that support business growth. In this dynamic consulting environment, you’ll “wear many hats,” adapt quickly, and consistently exceed client expectations.

This role is ideal for a forward‑thinking leader who is confident, analytical, and eager to make a meaningful impact across multiple high‑growth companies.

What You’ll Do

• Manage financial operations, develop financial procedures, and oversee their implementation
• Prepare or direct preparation of financial statements and monthly reporting packages for Board presentations
• Serve as fractional CFO or VP of Finance, reporting directly to C‑level executives
• Lead the budgeting and forecasting process
• Integrate and optimize financial technologies and systems
• Approve agreements involving financial commitments, vendor contracts, and expenditures
• Coordinate work with third‑party consultants, auditors, and tax advisors
• Manage accounting staff and provide final oversight of:
  • Month‑end close
  • Accounts payable
  • Billing and accounts receivable
  • Bank reconciliations
  • Short‑term cash forecasting
  • Monthly journal entries
• Perform ad hoc financial and operational analyses

What You’ll Have

• Bachelor’s degree in Accounting or Finance
• Minimum 6 years practical accounting/finance experience
• 4 years management experience in accounting/finance environment
• Acute business judgement with ability to see “big picture”, prioritize and make business recommendations
• Adaptability to working in both independent and in team environments
• Experience driving collaboration and communication across an organization to enable success and growth
• Excellent analytical skills with ability to take action, offer recommendations, and make decisions with incomplete information
• Strong understanding of technical accounting issues and GAAP
• Strong proficiency with Microsoft Office Suite, particularly MS Excel
• Strong interpersonal and presentation skills
• Proficiency in various ERPs a plus (QBO, Intacct, Sage, NetSuite)
• Team player, committed to supporting and developing others

Benefits Offered

• Medical, Dental and Vision Insurance
• 401K + Match
• Parental Leave
• Profit Share Bonus
• Life Insurance
• Short Term and Long Term Disability
• Generous Time Off Policy
• Annual Employee Development Funds