Fractional CFO

STAXX; Utah; Remote; USD 85,000 - 120,000; Full time

Benefits offered by this job

Flexible schedule

Work from anywhere

Career advancement opportunities

Job summary

A leading fractional CFO services firm is seeking a Fractional CFO to provide strategic financial insights and manage a portfolio of U.S. clients. The role involves creating CFO reports, conducting client calls, and guiding clients in forecasting and budgeting. This fully remote position requires strong communication skills and experience in accounting and FP&A. Candidates with experience in home services or healthcare are preferred. This position offers flexibility and opportunities for career growth within a lean and client-focused team.

Qualifications

• Comfortable leading exec-level conversations and pushing for outcomes.
• Expert in Excel / Google Sheets.
• Strong understanding of financial modeling.

Responsibilities

• Create and deliver CFO reports for clients' financial performance.
• Conduct monthly client calls for personalized service.
• Help clients with forecasting and budgeting.

Skills

Strategic operator with strong FP&A chops

Elite communicator

Pattern-spotter

Strong attention to detail

Resourceful & adaptable mindset

Education

Accounting, FP&A, or PE Experience

Tools

QuickBooks Online

Excel

Google Sheets

Google Workspace

Job description

This range is provided by STAXX. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$85,000.00/yr - $120,000.00/yr

Location: Remote (MUST BE BASED IN THE UNITED STATES)

Work Hours: Full-Time

Expected Starting Pay Range: $85,000 - $120,000/yr

Starting compensation rate is determined on qualifications and experience. Highly qualified applicants could start at the higher end of the posted range.

About Us

STAXX is a leading fractional CFO services firm, providing top-tier accounting, financial reporting, CFO consultative services, and tax strategies to small and medium-sized businesses.

At STAXX, our mission is best serve our clients by providing valuable, proactive, and actionable insights through accounting and reporting. In an effort to help them make the best business decisions possible to help them create the best life they can through their business.

Our company was founded in 2022, and we currently have a 100% remote team of 25+. We have 80+ active clients across industries such as Consulting, Marketing, Healthcare, SaaS, Info Products, Ecommerce, Cybersecurity, B2B Agencies, Home Services, Law Firms, and more. They're typically anywhere from $1MM - $30MM in annual revenue.

We strive to be "The Bentley of Accounting Firms" for our market. We're experiencing quick growth and are looking for Top Tier accountants and financial professionals to join!

Position Overview

As a Fractional CFO your mission is to equip our clients with the financial insights they need to grow their business and hit their goals. You’ll own strategic finance for a portfolio of U.S. clients across online, home services, construction, and healthcare industries. You’ll translate clean books and accounting into decisions - providing clients with a fast feedback loop into their financial performance and a clear path forward to get them closer to their goals. Allowing them to play the game of business on offense, not defense.

Home Service or Healthcare Specific Experience is a big bonus!

What Makes This Different

• Dedicated squad: staff accountant, senior accountant, fractional CFO (you), tax, and client success - plus founder access for the client in Slack.
• Proactive cadence: weekly touch points in cleanup, monthly CFO reporting, quarterly tax planning.
• Client comms via private Slack channels with a 24-hour response time guarantee (we’re known for speed).
• High trust, high impact: clients rely on us to make real decisions - your work changes trajectory and fuels growth, not just tax filings and compliance.

Who You Are

• Strategic operator with strong FP&A chops and a bias for action.
• Elite communicator who turns finance into plain-English decisions and recommendations.
• Pattern-spotter: you see levers (pricing, mix, capacity, cash cycle) and pull them.
• Comfortable leading exec-level conversations and pushing for outcomes.

Key Responsibilities

Creating and Delivering CFO Reports

Giving our clients quick feedback loops into their financial performance.

Monthly Client Calls

Maintaining frequent contact through scheduled calls guarantees personalized service and up-to-date client and team alignment. Proactive communication here is crucial for this role.

Initial KPI setup call with new clients - Craft tailored metrics to clients, making sure ours and their most important considerations are tracked on a monthly ongoing basis.

Forecasting and Budgeting

Helping ensure clients stay on track and don't run into any pitfalls.

Documenting

Religiously update the project management system to reflect the status of each client’s tasks. Update client internal Slack channels with any relevant information the team should know about. Create SOP's relevant to your role as you tackle new challenges.

Regular Team Check-Ins

Report progress and bring questions to the team when they arise. Weekly meetings with the full team to ensure we're on the same page and operations are running smoothly. Also a weekly call with all of the team's Fractional CFO's.

Daily and Weekly Recaps

Fill out end of day and end of week forms summarizing your work preformed, upcoming work, roadblocks, and ways we can improve.

Requirements

• Accounting, FP&A, or PE Experience
• Knowledgeable in QuickBooks Online
• Expert in Excel / Google Sheets
• Strong Ability To Ask Great Questions and Problem Solve
• Strong Understanding of How Chart of Accounts Effects Reporting
• Strong Understanding of Financial Modeling
• Strong Ability to Create Financial Models
• Strong Understanding of Business Models
• Strong Understanding of Money Models
• Strong Understanding of How to Unlock Profits in Business
• ELITE Client Communication Skills
• Ability to Be Client Facing and Conduct Calls on Your Own
• Ability to Optimize Chart of Accounts
• Ability to Be The Source of Financial Confidence for Clients
• Resourceful & Adaptable Mindset
• Strong Attention to Detail
• Reliable Internet and Quiet Office Space
• Tech Setup for Remote Work (Webcam, Microphone)
• Experience with Google Workspace (Google Drive, Google Docs, Google Sheets)
• Available to Work a Full Time Schedule

Bonus Experience

• Home Service or Healthcare Specific Experience
• Deep Experience with any of the Following Tools:
• Slack
• FathomHQ
• Ramp
• AI Tools
• A2X
• Synder
• Zoom
• AirTable
• Uncat
• Experience Working in a Startup/Fast Paced Environment
• Baseline Tax Knowledge
• Experience Working at Scaling Accounting/CFO Firms, or Experience Within High-Growth Accounting/CFO Firms

Why Work With Us?

• Work from Anywhere
• This is a fully remote role - The job can be done from anywhere
• Flexible Schedule
• If you get all your work done and your responsibilities are handled, you are not expected to constantly be "clocked in"
• Work in a Lean, High Growth Environment
• Our team is lean & focused on hiring a few A players rather than a lot of B players
• You will have the opportunity to grow your skill sets & and become an overall more experienced and valuable individual
• Career Advancement & Financial Growth Opportunities
• We are a lean team & you will be working tightly with the leadership - you will have the opportunity to grow within the company, ability to work on new projects, and get bonuses based on performance
• Be Part of a Team that Invests You
• We have access to $10,000+ worth of cutting edge education & consulting from industry leaders
• Work With Awesome Clients
• We proudly work with great clients who are building really interesting businesses. We've purposely been particular about who we work with

What We Value

• Client Obsessed
• We are here to serve our clients & make sure they both get the best experience and results by working with us. Our actions are guided by making sure the client is thought of first
• Extreme Ownership
• Own your work. If we cast blame onto others this does not give us the opportunity to improve. We are expected to take responsibility for our actions - both good and bad
• Relentless Effort
• Crave the end result so intensely that the work becomes irrelevant. Star in your role
• Radical Transparency
• No one likes to be left in the dark. We believe the more transparency, the more trust & the more trust, the more we can build upon each other. We strive to make things clear to each other, both internally to our team & externally to our clients

Recruitment Process

• Initial Application: 10 - 20 Minutes
• Cognitive Assessment: 40 - 60 Minutes
• (Possibly) Interview #2: 30-60 Minutes

Ready to Apply?

If you're excited to work with us based on the job description above, feel free to fill out the form below to apply & we will reach out to you!

If you're not sure that you fit the requirements, please feel free to apply regardless as we look at every application on an individual basis & could see opportunity for us to collaborate regardless.

We're excited to see your application & hopefully be chatting soon!

• If you are having any issues accessing the form, please email [e-mail]

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