Fractional CFO & Senior Accounting Advisor

Private Wealth Law Group; Salt Lake City (UT); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical insurance

401(k)

Paid time off

Job summary

Private Wealth Law Group in Salt Lake City, Utah seeks an experienced Fractional CFO & Senior Accounting Advisor to provide high-level financial guidance and accounting oversight to multiple business clients.

This role requires deep accounting knowledge, expert QuickBooks Online skills, and the ability to translate financial data into actionable business insights for owners. In-office position with a focus on partnership and strategic planning.

Qualifications

• Extensive accounting and financial management experience.
• Advanced knowledge of accounting principles and financial statements.
• Expert-level proficiency in QuickBooks Online.

Responsibilities

• Serve as the primary financial partner and Fractional CFO for an assigned portfolio of clients.
• Develop a thorough understanding of each client's business, including operations, revenue model, expenses, cash flow, accounting practices, goals and challenges.
• Review financial statements and underlying accounting data for accuracy, trends, risks and opportunities.
• Meet with each client monthly to review financial results and discuss financial health.
• Build and maintain annual budgets for each client.
• Develop financial forecasts and projections based on historical performance and client plans.
• Present budgets, forecasts and KPIs to clients in a clear way.
• Translate financial data into meaningful business insights and actionable recommendations.
• Help clients understand the financial implications of important business decisions.
• Proactively identify cash flow concerns and opportunities for improvement.
• Help clients establish meaningful financial and operational KPIs.

Skills

Accounting expertise

Financial analysis

Budgets & forecasts

Cash flow management

Client relationship management

Communication skills

Independent work

Education

CPA designation

Tools

QuickBooks Online

Job description

Fractional CFO & Senior Accounting Advisor

Salt Lake City, Utah

We are seeking an experienced Fractional CFO & Senior Accounting Advisor to provide high-level financial guidance and accounting oversight to a portfolio of business clients.

This is not simply an accounting or bookkeeping role. We are looking for someone who can become a trusted financial partner to our clients. This person will develop an in-depth understanding of each client's business, accounting systems, financial position, goals, and challenges—and use that knowledge to help business owners make better, more informed decisions.

The ideal candidate has extensive accounting knowledge, is an expert in QuickBooks Online, and is equally comfortable digging into the details of a client's financials and sitting across the table from a business owner to explain what those numbers mean for their business.

Responsibilities

• Serve as the primary financial partner and Fractional CFO for an assigned portfolio of clients
• Develop a thorough understanding of each client's business, including its operations, revenue model, expenses, cash flow, accounting practices, financial goals, and unique challenges
• Learn the details of each client's accounting and become intimately familiar with their financial history and current financial position
• Review financial statements and underlying accounting data for accuracy, completeness, trends, risks, and opportunities
• Meet with each client monthly to review financial results, discuss the financial health of the business, and identify issues that require attention
• Build and maintain annual budgets for each client
• Develop financial forecasts and projections based on historical performance, current results, and the client's plans for the business
• Present budgets, forecasts, financial statements, KPIs, and other relevant financial information to clients in a clear and understandable way
• Translate financial data into meaningful business insights and actionable recommendations
• Help clients understand the financial implications of important business decisions
• Proactively identify cash flow concerns, profitability issues, unusual trends, and opportunities for improvement
• Help clients establish and monitor meaningful financial and operational KPIs
• Work with clients to improve financial processes, reporting, and internal controls
• Maintain a high level of accuracy and organization while managing the financial details of multiple clients
• Develop strong, long-term client relationships and become a trusted resource for financial and business decisions

Qualifications

• Extensive accounting and financial management experience
• Advanced knowledge of accounting principles and financial statements
• Expert-level proficiency in QuickBooks Online
• Strong experience with budgeting, forecasting, cash flow management, and financial analysis
• Ability to understand both the details of a client's accounting and the larger financial picture of the business
• Ability to quickly learn different businesses, industries, revenue models, and financial structures
• Strong analytical skills with the ability to identify the story behind the numbers
• Ability to translate complex financial information into practical, understandable business advice
• Excellent communication and presentation skills
• Strong client-service skills and the ability to build trusted relationships with business owners
• Exceptional attention to detail and a high degree of accuracy
• Ability to manage multiple clients, priorities, deadlines, and financial reporting cycles simultaneously
• Comfortable working independently while collaborating effectively with the rest of the team

CPA designation is a significant plus.

Experience in public accounting, outsourced accounting, Client Advisory Services (CAS), fractional CFO services, controllership, or working with a portfolio of small and midsize businesses is highly desirable.

What Success Looks Like

Success in this role goes beyond producing accurate financial statements. Our clients should understand their businesses better because of the work you do.

You will know you are succeeding when clients understand where their businesses stand financially, what is driving their results, what they should be paying attention to, and how the decisions they make today are likely to affect their businesses in the future.

Compensation & Benefits

We offer competitive compensation along with a comprehensive benefits package that includes:

• Medical, dental, and vision insurance
• 401(k)
• Paid time off and paid holidays
• Professional dues and continuing education support
  

Work Environment

This is an in-office position based in Salt Lake City, Utah. We value collaboration, accessibility, excellent client service, and team members who want to contribute meaningfully to the continued growth of the practice.