Head of Finance & Operations, AI-Driven Growth Leader

AccruePartners; Charlotte (NC); On-site; USD 210,000 - 270,000; Full time

Job summary

AccruePartners in Charlotte, NC seeks a senior finance leader and business partner to the owner, shaping finance and operating infrastructure with autonomy. You will oversee cash flow, forecasting, budgeting, and financial controls while guiding tax coordination and transaction readiness.

This hands-on, technology-forward role emphasizes AI-enabled process improvements, scalable finance operations, and strong commercial judgment to support growth and strategic investments.

Qualifications

• Senior finance leadership experience within professional services, consulting, or project-based business.
• Strong understanding of cash flow management, liquidity forecasting, and 13-week cash modeling.
• Prior experience supporting an acquisition, sale, recapitalization, or other business transaction.
• Comfortable operating as a hands-on finance leader within a lean organization.
• Experience overseeing accounting, reporting, tax, contracts, and basic business operations.
• CPA, MBA or other relevant advanced credential preferred.

Responsibilities

• Own cash flow management, liquidity planning, and 13-week cash forecasting.
• Lead budgeting, forecasting, tax coordination, financial controls, and transaction readiness.
• Review engagement letters, proposals, NDAs, contracts, and other business documents with a financial, operational, and commercial perspective.
• Partner with external advisors, including accounting, tax, and legal resources.
• Build a scalable, efficient finance function supported by virtual resources, outside partners, automation, and modern technology.
• Provide white-glove support to consultants and field leaders responsible for revenue generation and client outcomes.

Skills

Cash flow management

Liquidity forecasting

Strategic decision-making

Commercial judgment

Entrepreneurial mindset

Hands-on leadership

AI / automation mindset

Process improvement

Education

CPA

MBA

Job description

AccruePartners in Charlotte, NC seeks a senior finance leader and business partner to the owner, shaping finance and operating infrastructure with autonomy. You will oversee cash flow, forecasting, budgeting, and financial controls while guiding tax coordination and transaction readiness.

This hands-on, technology-forward role emphasizes AI-enabled process improvements, scalable finance operations, and strong commercial judgment to support growth and strategic investments.