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Location: Southern New England (On-site)
Type: Full-time
About Summit CFO Services:
Summit CFO Services is a leading provider of Fractional CFO services. Our objective is to become a trusted resource and partner to our clients, bringing clarity to the numbers and unlocking new potential that will help increase profitability and operate more efficiently.
For over five years, Summit CFO Services has partnered with lower to middle market businesses to drive strategic growth, optimize financial performance, and prepare for critical transitions. Combining deep financial expertise with practical business insights, we help business owners and leadership teams navigate challenges and seize opportunities.
This role is a hybrid between WFH and client meetings.The ideal candidate will be based in Southern New England within commuting distance to the current customer base.
We are developing a very specific culture focused on our values:
* Client-Obsessed: Our passion and dedication drive us to exceed client expectations.
* Action-Oriented: We act with courage, anticipating challenges and seizing opportunities.
* Ownership Mindset: We honor our commitments and treat each client's business as our own.
* Inspire Excellence: We foster growth and development, empowering others to reach their full potential.
* Promote Balance: We support the pursuit of work-life balance for every individual.
Job Responsibilities:
You will act as the fractional CFO to an assigned list of clients with different needs and challenges.While this role does not require you to bring in new business, the compensation package will reward you generously for doing so.Some of the activities you will perform include:
* Client Advisory: Provide exceptional financial guidance and consulting services to a diverse clientele of investment firms, manufacturers, distributors, service companies and construction.
* Financial Compliance: Ensure clients' financial practices align with industry regulations and standards, offering tailored solutions to optimize compliance while fostering business growth.
* Financial Analysis: Conduct in-depth financial analyses, including risk assessments, forecasting, and budgeting, to support clients in making informed strategic decisions.
* Goal Setting: Work with client firms to establish, report on and work to achieve company financial goals and KPIs.
* Relationship Management: Build and maintain strong client relationships through regular communication and reporting sessions, understanding their business needs, and delivering timely and effective solutions.
* Collaboration: Work closely with Summit's leadership team to contribute to the overall growth strategy and ensure alignment with the company's mission and values.
Required Qualifications:
* Bachelor's degree in Finance, Accounting, or a related field. Advanced degree or relevant certifications (e.g., CPA, CFA) preferred.
* Minimum of 5 years of experience as a CFO, financial consulting, advisory, or a similar role.
* Comfort and willingness to work directly with clients as their engagement lead.
* Strong interpersonal and communication skills to effectively convey complex financial information to clients and internal stakeholders.
* Ability to manage client engagements, from scoping to execution and renewal, with minimal oversight.
* Proficient in financial analysis, budgeting, and forecasting, with a keen attention to detail.
* Rock solid alignment with our company culture and values.
Preferred Qualifications:
* Leverage professional network and market insights to source and onboard new business opportunities.
Compensation:
Our on-target-earnings for this role is $150K - $175K which will be a combination of salary (~80%) and profit sharing (~20%).Significant additional income potential is available for any net-new clients in the form of generous revenue sharing.
Medical Insurance
401(k)
PTO
Summit CFO Services is an equal opportunity employer. We encourage candidates from all backgrounds to apply and value character and ability as much as experience.
Seniority level
* Seniority level
Executive
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
* Industries
Business Consulting and Services
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