Strategic Fractional CFO & Client Advisory Director

Berndt CPA LLC; Madison (WI); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Competitive compensation and bonus program

Flex-time or full-time options

Comprehensive benefits package

Supportive, people-first firm culture

Professional development opportunities

Job summary

Berndt CPA LLC in Madison, Wisconsin is seeking a strategic, relationship-driven Fractional CFO / Client Advisory Director to influence strategy and finances for entrepreneurial clients.

This role offers significant autonomy and opportunities for mentorship, focusing on operational efficiencies and long-term growth for businesses. Candidates with 7-15+ years experience in finance or accounting leadership will thrive in this collaborative environment.

Join our people-first firm and support clients across diverse industries while enjoying competitive compensation and a supportive work culture.

Qualifications

• 7-15+ years of accounting, finance, or operational leadership experience.
• Experience in private industry leadership, outsourced accounting, or advisory services.
• Strong understanding of financial reporting, budgeting, and forecasting.

Responsibilities

• Serve as a trusted advisor to a portfolio of entrepreneurial business clients.
• Oversee monthly and quarterly accounting functions and financial reporting processes.
• Mentor and support team members as the advisory practice continues to grow.

Skills

Financial reporting

Budgeting

Forecasting

Relationship management

Strategic mindset

Organizational skills

Communication

Education

Bachelor's degree in accounting, finance, or related field

CPA preferred

Tools

QuickBooks Online

Job description

Berndt CPA LLC in Madison, Wisconsin is seeking a strategic, relationship-driven Fractional CFO / Client Advisory Director to influence strategy and finances for entrepreneurial clients.

This role offers significant autonomy and opportunities for mentorship, focusing on operational efficiencies and long-term growth for businesses. Candidates with 7-15+ years experience in finance or accounting leadership will thrive in this collaborative environment.

Join our people-first firm and support clients across diverse industries while enjoying competitive compensation and a supportive work culture.