The Role
The CFO Consultant & POD Leader provides strategic financial leadership, manages client relationships, oversees POD performance, and leads team development while ensuring compliance and mitigating risks.
Summary Generated by Built In
At Outsourced CFO, we partner with ambitious founders and growing businesses to build world-class finance functions that enable clarity, control, and confident decision-making.
We are recruiting for a Senior CFO Consultant & POD Leader to provide high-level strategic financial leadership to clients, while taking ownership of a POD’s performance, growth, and team development.
Key Responsibilities:
Client Service;
- Conducting Financial Gap Analyses and developing 90-day action plans
- Preparing and reviewing board packs and management accounts
- Presenting financial results and insights to boards and management teams
- Leading annual budgeting processes aligned to strategy
- Reviewing financial models, valuations, and supporting fundraising initiatives
- Overseeing Annual Financial Statements and ensuring compliance
- Managing cash flow forecasting and liquidity discussions
- Identifying financial, operational, and compliance risks
- Delivering high-quality, senior-level oversight on all client outputs
Client Engagement & Relationship Ownership;
- Build trusted, long-term strategic partnerships with clients
- Establish structured engagement rhythms and meeting cadences
- Proactively manage scope, time allocation, and billing alignment
- Identify opportunities for automation, digitisation, and scalability
- Facilitate strategy sessions and forward-looking financial planning
- Identify cross-sell and value-add opportunities within engagements
Business Development & Market Representation;
- Represent OCFO at industry events, webinars, and panel discussions
- Actively grow and deepen your client portfolio
- Identify and pursue cross-sell and up-sell opportunities
- Partner with Growth on strategic positioning and target markets
- Contribute to proposal structuring, pricing, and engagement scoping
- Build referral networks and strategic partnerships
POD Leadership & People Development;
- Take ownership of POD profitability and financial performance
- Manage revenue growth, capacity planning, and cost management
- Lead, mentor, and develop CFOs and SAICA trainees
- Support quarterly portfolio planning and KPI alignment
- Maintain high standards of technical quality and client delivery
- Fulfil SAICA assessor and reviewer responsibilities (where applicable)
- Foster a high-performance, accountable, collaborative culture
- Safeguard and reinforce OCFO’s brand promise
Administration & Professional Development;
- Ensure accurate timesheet completion and Zoho Project management
- Monitor billing alignment and engagement profitability
- Stay current with regulatory, tax, and accounting developments
- Pursue continuous professional and leadership development
Requirements
Qualifications & Experience;
- CA(SA) qualification and completed SAICA articles
- Minimum 5 years post-articles experience
- At least 3 years’ experience providing financial consulting to SMEs
- Proven experience presenting to boards and senior stakeholders
- Strong commercial acumen and strategic advisory capability
- Consulting experience across multiple industries (Highly Advantageous)
- Senior positions of leadership within finance functions (Highly Advantageous)
Key Competencies;
- We are looking for someone who demonstrates:
- Proven experience embedding AI tools into your daily workflow to solve problems and drive results. You must be able to demonstrate measurable impact—such as time saved, errors reduced, or client value added—rather than just theoretical knowledge.
- Strong analytical thinking and financial insight
- Independence and initiative
- Advanced problem-solving ability
- High attention to detail
- Strong planning and multi-tasking capability
- Emotional intelligence and strong interpersonal skills
- Stress tolerance in a fast-paced advisory environment
- Optimism and solution-oriented thinking
- Dependability and accountability
Our company values;
- Integrity Matters
- Family First
- Growth & Success
- Switched on Thinking
- Excellence in Everything
Skills Required
- CA(SA) qualification and completed SAICA articles
- Minimum 5 years post-articles experience
- At least 3 years' experience providing financial consulting to SMEs
- Proven experience presenting to boards and senior stakeholders
- Strong commercial acumen and strategic advisory capability
- Consulting experience across multiple industries
- Senior positions of leadership within finance functions
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The Company
What We Do
Outsourced CFO offers founders financial management services including CFO Services, Cloud Accounting, Automation Services & Talent Solutions, building world-class finance functions for scaling companies.
