Growth-Focused Fractional CFO for Tech & Services

CPA Connections; Irvine (CA); Hybrid; USD 73,000 - 156,000; Full time

Job summary

CPA Connections, based in Irvine, CA, seeks to provide fractional CFO services to owner-operated businesses nationwide. This role offers engagement options sized to client revenues: $5M-$12M, $12M-$25M, and $25M-$50M+.

You’ll deliver monthly reporting, cash flow forecasting, KPI design, and strategic planning without a full-time CFO commitment. Clients range from professional services to SaaS and eCommerce; you’ll build three-statement models, pricing analyses, and board-ready dashboards while

Qualifications

• Ongoing fractional CFO engagements for owner-operated businesses.
• Monthly financial reporting and board-ready dashboards.
• Cash flow forecasting and scenario planning.
• Three-statement financial models.
• Profitability and margin analysis by product, client, and segment.
• Annual budgeting, rolling forecasts, and KPI design.
• Pricing and unit economics analysis.
• Strategic planning and decision support for owners and leadership.
• Finance systems setup and oversight (ERP, reporting, spend, payroll).
• Direct collaboration with owners, not just oversight of books.

Responsibilities

• Monthly financial reporting and board-ready dashboards.
• Cash flow forecasting and scenario planning.
• Three-statement financial models.
• Profitability and margin analysis by product, client, and segment.
• Annual budgeting, rolling forecasts, and KPI design.
• Pricing and unit economics analysis.
• Strategic planning and decision support for owners and leadership.
• Finance systems setup and oversight (ERP, reporting, spend, payroll).
• Direct collaboration with you, not just oversight of your books.

Skills

Financial analysis

Forecasting

Budgeting

KPI design

Strategic planning

Pricing analysis

Stakeholder communication

Education

MBA, University of California, Irvine

BBA, Northeastern State University

Tools

ERP systems

QuickBooks

Dashboarding/BI

Job description

CPA Connections, based in Irvine, CA, seeks to provide fractional CFO services to owner-operated businesses nationwide. This role offers engagement options sized to client revenues: $5M-$12M, $12M-$25M, and $25M-$50M+.

You’ll deliver monthly reporting, cash flow forecasting, KPI design, and strategic planning without a full-time CFO commitment. Clients range from professional services to SaaS and eCommerce; you’ll build three-statement models, pricing analyses, and board-ready dashboards while