Head of Finance & Ops

AccruePartners; Charlotte (NC); On-site; USD 140,000 - 190,000; Full time

Job summary

AccruePartners in Charlotte, NC seeks a senior finance leader to partner with the owner and own the finance and operating infrastructure. You will shape cash flow management, budgeting, and strategic planning while ensuring robust financial controls and scalable processes.

The role offers broad visibility across financial performance, contracts, and tax, with a hands-on approach in a lean, technology-forward organization ready for growth. Local candidates are preferred.

Qualifications

• Senior finance leadership experience in professional services, consulting, or project-based business.
• Strong cash flow management, liquidity forecasting, and 13-week cash modeling.
• Experience supporting acquisitions, sales, recapitalization, or other business transactions.
• Hands-on finance leader in a lean organization.
• Experience overseeing accounting, reporting, tax, contracts, and basic business operations.
• Entrepreneurial mindset and comfort working directly with an owner.
• Technology-forward orientation with interest in AI, automation, and process improvement.

Responsibilities

• Serve as the senior finance leader for the business, reporting directly to the owner.
• Own cash flow management, liquidity planning, and 13-week cash forecasting.
• Maintain accurate financial reporting while ensuring cash generation focus and returns.
• Lead budgeting, forecasting, tax coordination, financial controls, and transaction readiness.
• Support a project-based professional services model with large engagements and complex revenue timing.
• Review engagement letters, proposals, NDAs, contracts from a financial/operational perspective.
• Partner with external advisors (accounting, tax, legal) to optimize finance operations.
• Build a scalable, efficient finance function with automation and modern systems.

Job description

THE TEAM YOU WILL BE JOINING

• Privately owned supply chain and operations consulting firm supporting CEOs and executive teams through measurable operational and EBITDA improvement
• Lean, entrepreneurial organization led directly by its owner.
• Organization is preparing for its next stage of growth and is investing in its infrastructure as a technology-forward, AI-native consulting firm
• Senior delivery team composed of experienced operators and industry executives who work directly with clients in the field.

• Privately owned supply chain and operations consulting firm supporting CEOs and executive teams through measurable operational and EBITDA improvement
• Lean, entrepreneurial organization led directly by its owner.
• Organization is preparing for its next stage of growth and is investing in its infrastructure as a technology-forward, AI-native consulting firm
• Senior delivery team composed of experienced operators and industry executives who work directly with clients in the field.

What They Offer You

• Opportunity to serve as the senior finance leader and direct business partner to the owner
• Significant autonomy to design and lead the company's finance and operating infrastructure
• Broad visibility across financial performance, cash flow, contracts, tax, operations, and strategic planning
• Ability to help shape a lean, technology-enabled business
• Direct involvement in preparing the organization for continued growth
• Opportunity to introduce AI, automation, and modern systems into the finance and back-office environment

LOCATION

• Charlotte, North Carolina - Local candidates are strongly preferred
• Candidates across the East Coast will be considered

WHY THIS ROLE IS IMPORTANT

• Serve as the senior finance leader for the business, reporting directly to the owner
• Own cash flow management, liquidity planning, and 13-week cash forecasting
• Maintain accurate financial reporting while ensuring the business remains focused on cash generation and cash-on-cash returns
• Lead budgeting, forecasting, tax coordination, financial controls, and transaction readiness
• Support a project-based professional services model with large engagements, complex revenue timing, and limited transaction volume
• 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 who are responsible for generating revenue and delivering client outcomes
• Help implement and optimize systems across accounting, payroll, reporting, and business operations
• Support the owner in evaluating strategic investments, profitability, growth initiatives, and future transaction opportunities

THE BACKGROUND THAT FITS

• Senior finance leadership experience within professional services, consulting, or another 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
• Ability to move between strategic decision-making and detailed execution
• Strong commercial judgment with the ability to review engagement terms, proposals, and contracts
• Entrepreneurial mindset and comfort working directly with an owner
• Technology-forward orientation with a strong interest in AI, automation, and process improvement
• Service mentality and ability to support senior consultants and field teams with urgency and professionalism
• Experience in large corporate, manufacturing, or highly specialized accounting environments without project-based services exposure is less likely to translate
• CPA, MBA, or other relevant advanced credential is preferred

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