CLIENT ACCOUNTING SERVICES CFO

OASIS; Town of Clifton Park (NY); Remote; USD 130,000 - 180,000; Full time

Job summary

OASIS recherche un Directeur financier pour fournir un leadership de niveau CFO auprès de clients variés, en gérant les fonctions financières stratégiques et en développant les équipes. Le candidat idéal aura une forte expertise en comptabilité/finance, de préférence avec un CPA ou MBA, et sera capable de naviguer dans un environnement rapide renforcé par la technologie. Ce rôle offre la flexibilité de travailler depuis chez soi.

Benefits

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Vision insurance

Qualifications

• 8-10 ans d'expérience en comptabilité/finance, y compris des fonctions de CFO ou contrôleur.
• Capacité à diriger des équipes et à gérer les relations clients.

Responsibilities

• Agir en tant que CFO externe pour des clients sélectionnés.
• Fournir des conseils stratégiques et des prévisions de cash flow.
• Concevoir et mettre en œuvre des cadres budgétaires.

Skills

Leadership

Gestion des relations clients

Analyse financière

Prévisions de flux de trésorerie

Planification du capital

Education

CPA ou MBA

Job description

Benefits:

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Vision insurance

About OASIS: OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs. Our team supports clients through bookkeeping, compliance, and reporting—powered by cutting-edge technology and a people-first culture.

About the Role: OASIS Directors provide outsourced CFO-level leadership across a range of industries, helping clients manage their strategic finance functions, cash flow, capital planning, and team development.

Responsibilities:

Act as outsourced CFO for select clients, managing internal and external finance teams

Deliver strategic advice, cash flow forecasts, and capital plans to client leadership

Build and review monthly financial packages with analysis and recommendations

Design and implement budgeting frameworks and rolling forecasts

Lead special projects (e.g., pricing models, bank relationships, funding prep)

Represent OASIS at board meetings, investor calls, and key client events

Qualifications:

CPA or MBA strongly preferred

8–10+ years experience in senior accounting/finance roles, including CFO/controller functions

Demonstrated ability to lead teams and manage client relationships across sectors

Comfort operating in a fast-paced, tech-enabled, fractional environment

Flexible work from home options available.