Fractional CFO

VisionPath CFO, LLC; United States; Hybrid; USD 165,000 - 248,000; Full time

Benefits offered by this job

Competitive hourly rate ($150/hr)

Flexible independent contractor

Shadowing and onboarding support

Job summary

VisionPath CFO, LLC seeks an experienced CFO-level professional to partner with owner-led businesses, guiding strategic financial decisions and modeling to drive growth. You will work with 2-4 clients at a time, building financial strategy and serving as the executive finance voice in critical conversations.

You will manage external relationships with lenders, CPAs, and advisors while driving decision-making through rigorous modeling of pricing, contracts, and capital structure.

Qualifications

• 10+ years of experience as a CFO or in a similar role.
• Direct experience with owner-led businesses under $50 million in revenue.
• Direct experience building financial models for strategic decisions.
• M&A, capital structure, or exit advisory experience.
• Track record managing relationships with external stakeholders: lenders, investors, advisors, or board members.

Responsibilities

• Own the client relationship as their primary finance strategic partner. Build trust through understanding their business challenges and financial goals.
• Develop and refine financial strategy in partnership with owners. Build models for pricing changes, contract economics, and capital structure.
• Architect the reporting and metrics framework for each client to indicate what to watch and why.
• Manage relationships with lenders, advisors, brokers, buy-side/sell-side contacts, and CPAs.
• Communicate complex financial information clearly and provide strategic insights for non-financial owners to act on.
• Have difficult conversations with clients and maintain trust through discussions.
• Collaborate with VisionPath CFO team through shadowing meetings and weekly CEO touch-bases.
• Adapt to evolving client needs by taking on additional responsibilities and strategic initiatives.

Skills

CFO experience

Financial modeling

Strategic planning

Stakeholder relations

Owner-led business expertise

Job description

VisionPath CFO empowers owner-led businesses, generally between $5 million and $50 million in revenue, with clear, strategic financial guidance to drive sustainable growth. We serve a variety of industries, including; professional services, project based firms, nonprofits, and multi-entity organizations, franchisors and healthcare.

What sets us apart isn't technical depth; most firms have that. It's that we say things in plain language. An owner who has never read a balance sheet should leave our meetings knowing what to do on Monday morning. Every CFO who works with us is held to that standard.

About the Role:

This is a strategic-focused role where you'll work closely with owners to build financial strategy, support critical decisions through modeling, and serve as their executive finance voice.

In this role, you work at a deep level with 2-4 VisionPath clients at a time. Your core work is developing financial strategy in partnership with owners rather than presenting it to them. This means driving decision-making through rigorous modeling on pricing, contracts, capital structure, and transactions, and architecting the reporting framework for each business. In addition to developing financial strategy, you will act as a trusted advisor, coaching and leading the clients through difficult conversations and decisions.

Managing relationships with external parties who touch the numbers is essential: lenders, advisors, CPAs. You'll serve as the most senior finance voice in rooms supporting owners and leadership teams with these relationships.

Key Responsibilities

• Own the client relationship as their primary finance strategic partner. You'll build trust through a deep understanding of their business challenges, strategic goals, and financial aspirations. You'll maintain an active presence in their decision-making process, not just during crises.
• Develop and refine financial strategy in partnership with owners. Build financial models that support critical decisions: pricing changes, contract economics, acquisition math, capital structure, and exit readiness.
• Architect the reporting and metrics framework for each client. Determine what the business should be watching and why, then build the reporting to support it.
• Manage relationships with external parties who touch the numbers: lenders, advisors, brokers, buy-side and sell-side contacts, and outside CPAs.
• Communicate complex financial information clearly and provide strategic insights that non-financial owners can understand and act on.
• Have difficult conversations with clients about hard truths and financial realities. Maintain the relationship and trust through these conversations.
• Collaborate with the VisionPath CFO team through shadowing meetings and weekly CEO touch-bases.
• Adapt to evolving client needs by taking on additional responsibilities and strategic initiatives as they arise.

Requirements

• 10+ years of experience as a CFO or in a similar role.
• Direct experience with owner-led businesses under $50 million in revenue.
• Preferred experience across various business functions, including operations, HR, marketing, sales, and IT.
• Direct experience building financial models for strategic decisions.
• M&A, capital structure, or exit advisory experience.
• Track record managing relationships with external stakeholders: lenders, investors, advisors, or board members.
• Experience conducting board-level financial reviews or C-suite advisory work.
• Deal structuring and financial engineering capability.
• Can independently develop financial strategy and present to ownership.
• A positive, happy attitude and a good sense of humor.
• Responsive and timely in communications with clients and the internal team.
• Must have a computer, stable internet connection, and professional E&O insurance.
• Candidates should operate as a 1099 independent contractor and have their own LLC.

Why Join VisionPath CFO

• Compensation: $150/hr
• No Business Development: You will not be responsible for bringing in your own clients, VisionPath clients will be delegated to you.
• Flexible working arrangements as an independent contractor.
• Shadowing and onboarding support to ensure a smooth transition.

VisionPath CFO is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.