Consulting CFO (Remote with Occasional Travel in Florida)

Posted 20 Days Ago
Be an Early Applicant
Orlando, FL
7+ Years Experience
Professional Services • Financial Services
The Role
Join a dynamic team at Atlantix Partners and CFO Alliance as a Consulting CFO, working with innovative companies to drive growth and change. Responsibilities include partnering with team members, performing accounting functions, recommending process improvements, and assisting in client meetings. Requires a Bachelor's Degree in Accounting, 12 years of progressive finance and accounting experience, and advanced Excel skills.
Summary Generated by Built In

Join Atlantix Partners and CFO Alliance two influential and dynamic companies committed to making a real impact in the business world. At CFO Alliance, the work we do matters. We serve innovative companies ranging from well-funded startups to high-growth private equity-backed companies. We lead our clients through intense periods of change and growth, whether it’s helping them implement new processes, acquire and sell businesses, or redefine their accounting and finance functions.

Fostering a supportive and collaborative work environment since the day we were founded, we’re committed to the growth and development of our employees. At CFOA, we truly believe you should be passionate about what you do, and we believe in the power of creating a positive impact for our amazing clients.

We’re looking to expand our team with passionate, entrepreneurial, and like-minded people. If you like a versatility, helping others, and cracking jokes, you may be one of us! We work hard. We have fun. We want to meet you!

  • Partner with team members to meet client stakeholder needs
  • Perform all accounting functions (budget, forecast, month-end close, cash flow forecasting, AR, AP, collections, etc.)
  • Recommend and implement process improvements by streamlining, automating, reconfiguring, or recommend and implement new software
  • Demonstrate Executive Function capability (Strategic, high-level thinking with a holistic view of the end to end process, Able to translate complex issues in a simple, straightforward way, Effectively balance multiple competing priorities, Decisive action amid limited information, Lead multiple significant projects)
  • Assist in the creation of C-Suite slide decks and participate in client meetings
  • Partner with companies that are going through various stages (start-ups, growth, scale, sell, etc.)
  • Utilize MS Excel and a variety of software to complete accounting and finance duties
  • Travel to client sites in the Tampa Bay and Orlando areas as needed

  • Bachelor’s Degree in Accounting or related field is required
  • A minimum of 12 years of progressive experience in a mix of finance and accounting roles
  • Experience in a leadership accounting or financial role for a small, midsize, startup company
  • Public or private accounting/consulting experience strongly preferred
  • Advanced Excel and modeling skills (pivots, lookups, complex formulas, and macro capability)
  • Strong accounting and finance knowledge and experience (month/year-end close, general ledger, financial systems, financial reporting, consolidations, reconciliations, cash flow modeling, etc.)
  • Private equity and/or mergers and acquisitions experience preferred
  • MBA or dual degree in finance, CPA, CMA, or other certifications preferred
  • Ability to learn new software programs quickly

Top Skills

Excel
The Company
Frisco, Texas
55 Employees
On-site Workplace
Year Founded: 2014

What We Do

Stage1 Financial is proud to announce it is now part of the Atlantix Partners family of brands.

Atlantix Partners is a leading consulting firm focused on the office of the CFO providing Accounting and Finance Advisory, Business Process Outsourcing, Digital Transformation and Information Technology Services. Its team brings decades of experience, delivering and executing actionable recommendations needed to efficiently scale any business.

Young, fast growing companies face many challenges, one being how to manage the financial and strategic needs for a CFO and accounting department. Stage 1 Financial meets this challenge by delivering a fully outsourced finance and accounting solution which aligns with our clients organizational and strategic priorities.

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