Remote Fractional CFO & FP&A Advisor for Growth

PHG Advisory; Lawrenceville (GA); Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Remote work

Flexible schedule

Job summary

PHG Advisory is seeking a hands-on CFO partner to deliver fractional CFO services, FP&A, budgeting, forecasting, and strategic insights for a portfolio of clients. You will build financial models and reporting packages while guiding owners and leadership teams through critical decisions during US business hours.

This remote role requires strong Excel and PowerPoint skills, experience in financial due diligence and reporting, familiarity with QuickBooks, and knowledge of construction accounting.

Qualifications

• Minimum 2 years of FP&A, financial due diligence, or fractional CFO/advisory roles.
• Excellent knowledge of budgeting, financial close, and reporting.
• Expert in Microsoft Excel and PowerPoint.
• Experience developing, maintaining, and enhancing reporting models and monthly reporting packages (PowerPoint).
• Familiarity with QuickBooks preferred.
• Solid understanding of facility services / construction accounting processes (job costing, revenue recognition / WIP adjustment, drop shipped inventory model, and in-house vs. subcontracted labor structuring).
• Excellent communication and interpersonal skills.

Responsibilities

• Partner with portfolio of clients, building trusted relationships with owners and leadership teams. Support CFO-level FP&A work: budgets, forecasts, cash flow models, and variance analysis; help prepare insights for strategic planning conversations with owners.
• Develop and maintain Excel-based budgeting, forecasting, and financial modeling tools for clients.
• Develop PowerPoint-based monthly performance reports to provide critical insights and strategic recommendations for improved performance and resource allocation.
• Lead ad hoc analysis, drive process and system improvements for efficiencies.
• Execute operational tasks independently (e.g., tools/templates for client use, slide decks).
• Support client M&A and succession planning; support automation and AI leverage across delivery and operations.

Skills

FP&A experience

Financial modeling

Reporting

Budgeting

Communication

Tools

Excel

PowerPoint

QuickBooks

Job description

PHG Advisory is seeking a hands-on CFO partner to deliver fractional CFO services, FP&A, budgeting, forecasting, and strategic insights for a portfolio of clients. You will build financial models and reporting packages while guiding owners and leadership teams through critical decisions during US business hours.

This remote role requires strong Excel and PowerPoint skills, experience in financial due diligence and reporting, familiarity with QuickBooks, and knowledge of construction accounting.