Senior Associate, CFO & AS Services

CFOx; Boston (MA); On-site; USD 70,000 - 90,000; Full time

Job summary

An advisory firm specializing in CFO and Accounting Services is seeking a Senior Associate in Boston. This role supports CFO and Accounting Services client engagements, requiring 2-4 years of experience in public accounting or corporate finance. Candidates should possess strong financial insights, operational improvement skills, and leadership capabilities. Responsibilities include preparing analyses and reports, improving internal processes, and engaging in business development. Join a dynamic team focused on driving financial success for clients across the nation.

Qualifications

• 2-4 years of public accounting and/or corporate finance experience.

Responsibilities

• Support and execute CFO Services and Accounting Services client engagements.
• Prepare client deliverables, analyses, and reports.
• Improve and implement internal processes, procedures, and templates for the firm.
• Active involvement in the firm's business development efforts.
• Active participation in company operations and strategy.

Skills

Strategic financial insights

Operational improvements

Private equity environments understanding

Accounting and financial acumen

Leadership skills

Job description

CFOx is an advisory firm that specializes in CFO, Transaction, and Accounting Services in the middle-market. We have offices in Denver, Detroit, and Boston. We work with private equity firms and their portfolio companies, founder-owned businesses, investment banks, and investors nationwide.

Position Overview

Our CFO and Accounting Services group primarily serves middle-market private equity-backed companies and founder-owned businesses that need CFO and Accounting services to scale, gain visibility into their business, or/and prepare for a transaction.

CFOx is looking for a Senior Associate to work closely with the Vice Presidents to provide strategic financial insights, drive operational improvements, and support growth initiatives of our clients. This role requires a deep understanding of private equity environments, strong accounting & financial acumen, and exceptional leadership skills.

Typical engagements include:

• Fractional or Interim CFO
• Post M&A transaction integrations and transitions
• Historical accounting clean-up
• Accounting processes, procedures, and systems implementation
• Financial planning & analysis (FP&A)
• Accounting services (i.e.: month-end close, financial statement preparation, bill pay)

Role Responsibilities

• Support and execute CFO Services and Accounting Services client engagements
• Prepare client deliverables, analyses, and reports
• Improve and implement internal processes, procedures, and templates for the firm
• Active involvement in the firm’s business development efforts
• Active participation in company operations and strategy

Qualifications

• 2-4 years of public accounting and/or corporate finance experience