Job Description:
This is a hands-on role for a stellar CFO that is entrepreneurial and enjoys working with companies in diverse industries. You will be the primary contact with your clients ensuring the highest level of client satisfaction with responsibility for timelines, accuracy, and completeness of deliverables. On some client engagements you will be leading a team of Accounting staff, and on others you may be providing only strategic advisory services.
Our clients include cutting-edge startups, scale-ups, and private companies, in addition to VC- and PE-backed companies across a wide range of industries (Technology, SaaS, Professional Services, Construction, Manufacturing, eCommerce, Healthcare, CPG, FinTech, Real Estate, and more).
Can you picture yourself as a member of our team?
Primary Responsibilities for this role:
- Work directly with CEOs and executive teams to develop and execute finance strategy
- Provide strategic business advice to clients
- Prepare and maintain financial models, rolling forecasts and cash-flow forecasts
- Manage the budgetary process and analyze budget vs. actual variances
- Assist clients in fundraising and/or M&A activity
- Managing Ascent CFO and/or client resources to oversee/complete the month-end close and reporting packages
- Onboard clients which may include an assessment phase
- Establish and implement appropriate accounting processes and internal controls
- Identify and track key trends and metrics
- Develop and maintain executive dashboards and KPI monitoring and reporting
- Coordinate and manage the annual audit and tax return process
- Financial reporting to key Board of Directors members and shareholders
- 15-20 years' of accounting & finance experience with several years in full time CFO positions
- Bachelor's Degree required, CPA license or MBA strongly preferred
- Experience as a strategic leader, most comfortable being the “right hand” to the CEO
- Experience working in a wide range of industries
- Considerable experience with building financial forecast and cash flow models
- Proven experience leading mergers & acquisitions, including due diligence, valuation and integration
- Significant experience raising capital in the venture capital space
- Passion for energetic leadership in the finance and accounting organization
- Comfortable with being “hands-on” in accounting and ERP systems including QBOnline, NetSuite, Intacct, and other accounting packages
- Proven experience working with fast-growth companies from early stages to $50M in revenue
- Highly proficient in MS Excel, Google sheets is a plus
Location: Boulder/Denver based preferred, Remote role with some in-person meetings/events
Top Skills
What We Do
Ascent CFO Solutions is a team of fractional financial professionals with deep and diverse experiences who thrive in multi-faceted roles. Our team provides financial modeling, cash flow forecasting, data visualization, funding/capital strategy, fractional CFO consulting, interim CFO and accounting, general accounting, and M&A support to high-growth startups and established companies in all stages. We are not simply service providers. Since 2011, Ascent CFO Solutions has committed to being a firm that partners closely with its clients. We become part of the client’s trusted team and work directly with senior leadership. We differentiate our team by our level of responsiveness, accuracy, and expertise, and we utilize cloud-based tools for innovative scalable processes. Our customized approach for each client ensures that companies move in the right direction - Upward.
Why Work With Us
As a Fractional CFO firm, our team members work for multiple clients on a wide range of business matters across a variety of industries. We offer flexible schedules, the opportunity to work with growing companies who are going through transformation, and a team of caring and intelligent financial professionals who always have your back.
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