Virtual Chief Financial Officer (vCFO)

Wolf & Company, P.C.; California; Remote; USD 165,000 - 185,000; Full time

Job summary

A leading firm is looking for a Virtual Chief Financial Officer to provide strategic financial leadership for clients. The ideal candidate will manage financial operations, advise on growth strategies, and collaborate with senior management. This remote role requires a proactive leader with strong finance and advisory experience. The position offers a competitive salary and a comprehensive benefits package.

Benefits

401(k) savings

Flexible work

Spot awards

Generous total rewards and benefits package

Qualifications

• Proven experience as a CFO or similar role.
• Strong background in finance and advisory services.
• Exceptional communication and leadership skills.

Responsibilities

• Oversee client's financial health including budgeting and reporting.
• Provide strategic financial guidance and business advisory services.
• Participate in business development efforts and identify new opportunities.

Skills

Leadership

Problem Solving

Communication

Tools

QuickBooks

NetSuite

Bill.com

Ramp

Gusto

ADP

BotKeeper

Canopy

Track1099

Microsoft Excel

Job description

Wolf is seeking a Virtual Chief Financial Officer, a pro-active professional, to join our growing Outsourced Accounting Solutions team.

We are seeking a highly skilled and experienced Virtual Chief Financial Officer (CFO) with a strong finance and advisory background to provide strategic financial leadership and guidance to our clients.

The ideal candidate will be responsible for overseeing our client's financial operations, advising on growth strategies, and optimizing financial performance. This remote position requires a forward-thinking leader who can effectively collaborate with senior management to drive financial success at our clients and within our OAS department. Candidates with experience networking and engaging in business development activities to increase the overall book of business is preferred.

Responsibilities

Client Facing Responsibilities :

• Oversee and manage the client's financial health, including budgeting, forecasting, cash flow management, and financial reporting
• Provide clients with strategic financial guidance and business advisory services to support decision-making at the executive level
• Analyze financial performance and recommend actionable insights for improving profitability and operational efficiency
• Support clients in fundraising activities, including preparing financial models, pitch decks, and investor presentations
• Advise clients on fundraising strategies, including equity financing, debt financing, and alternative funding sources
• Assist in identifying and approaching potential investors or funding partners
• Develop and maintain strong relationships with client's external auditors, tax advisors, and other financial partners
• Develop and execute strategies for strengthening internal controls
• Oversee monthly close and budget to actual analysis prepared by vControllers
• Oversee onboarding and implementation of new clients
• Participate in business development efforts through drafting proposals and participating in proposal calls
• Identify new business opportunities and help drive the department's growth through assessing market trends, attendance at networking events, identifying potential clients and new revenue streams
• Work closely with the sales and marketing teams to identify opportunities for cross-functional collaboration and revenue growth
• Provide mentoring and technical training for team members

Qualifications

• Proven experience as a CFO, Finance Director, or in a similar financial leadership role
• Strong background in finance, accounting, and financial advisory services
• Experience working as a consultant or in an advisory role
• Technology and life science industries preferred
• Experience with financial software and data analysis tools
• Exceptional communication, leadership, and problem-solving skills
• Ability to work independently in a remote setting and manage multiple projects efficiently
• Willingness to learn and adapt to new technologies (as background we utilize QuickBooks, NetSuite, Bill.com, Ramp, Gusto, ADP, BotKeeper, Canopy, Track1099 and Microsoft Excel)

Additional Information

Wolf & Company, P.C. is committed to striving to be an employer of choice that embraces inclusion & diversity. At Wolf, the strength of our team is measured by the uniqueness of each and every one of us. Our culture of inclusion and diversity celebrates our differences and recognizes the ongoing need to build a welcoming, collaborative, and supportive environment where our people can be their authentic selves and thrive. We strive for diversity inclusive of race, color, ethnicity, national origin, gender identity, gender expression, sex, age, color, religion, sexual orientation, physical abilities, medical condition, pregnancy, education, social classes, marital status, veteran status, and so much more. Wolf is committed to making employment decisions without regard to an individual's protected characteristics and to providing equal opportunity for all.

The base salary range for this position is $165,000 - $185,000.

Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. In addition to base pay, you may be eligible to participate in our performance-based incentive compensation or sales commission plans. In addition, Wolf offers a wide range of benefits including spot awards, 401(k) savings, flexible work, and a generous total rewards and benefits package.

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