Vice President, CFO & Accounting Services

CFOx; Boston (MA); Hybrid; USD 125,000 - 150,000; Full time

Benefits offered by this job

Sales commission

401k match

Job summary

CFOx is seeking a Vice President to collaborate with the Director, delivering strategic CFO and accounting services for private equity-backed and founder-owned companies. You will drive insights, oversee engagements, and lead process improvements across multiple client engagements.

This role emphasizes leadership, client service, and scalable financial processes, with hybrid work options across our three offices and travel up to 10% as needed.

Qualifications

• 4–8 years of public accounting or corporate finance experience.
• 1–3 years of leadership experience.
• Knowledge of GAAP and internal accounting processes such as inventory, accrual estimates, revenue recognition, fixed assets, and interim/year-end close.
• Ideal candidates will have CPA, CFA, MBA, or relevant Masters.
• Willingness to travel up to 10% of the time, when applicable.

Responsibilities

• Lead and oversee CFO Advisory and Transaction Services engagements, ensuring high-quality execution, strong client relationships, and timely delivery of impactful outcomes.
• Prepare high-quality client deliverables, analyses, and reports that translate complex financial data into clear, actionable insights.
• Assist in the design, enhancement, documentation, and implementation of internal processes, procedures, tools, and templates across service lines to improve scalability and consistency.
• Engage in team operations and strategy discussions, contributing ideas and insights to support the group and organization’s growth.
• Coach and mentor team members across levels, providing feedback and developing future leaders, and reinforcing the firm’s performance and culture expectations.

Skills

Leadership

Strategic financial analysis

Client relationships

Mentoring

Education

CPA/CFA/MBA or relevant Masters

Tools

GAAP knowledge

Internal accounting systems

Job description

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

Position Overview

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

CFOx is looking for a Vice President to work closely with the Director 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 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)

Location & Work Arrangements

This position can be located in any of our three offices. We offer flexible, hybrid work arrangements to promote employee well-being, balance, and long-term success.

Role Responsibilities

• Lead and oversee CFO Advisory and Transaction Services engagements, ensuring high-quality execution, strong client relationships, and timely delivery of impactful outcomes
• Prepare high-quality client deliverables, analyses, and reports that translate complex financial data into clear, actionable insightsAssist in the design, enhancement, documentation, and implementation of internal processes, procedures, tools, and templates across service lines to improve scalability and consistency
• Engage in team operations and strategy discussions, contributing ideas and insights to support the group and organization’s growth
• Coach and mentor team members across levels, providing feedback, developing future leaders, and reinforcing the firm’s performance and culture expectations

Qualifications

• 4-8 years of public accounting or/and corporate finance experience
• 1-3 years of leadership experience
• Knowledge of GAAP and internal accounting systems and accounting processes such as inventory, accrual estimates, revenue recognition, fixed assets, and interim/year-end close
• Ideal candidates will have at least one of the following: CPA, CFA, MBA, or relevant Masters
• Willingness to travel up to 10% of the time, when applicable

Compensation

• Base compensation: $125,000/yr to $150,000/yr
• Commission: Sales Commission Eligible
• Retirement: 401k Match