Full-Time Fractional CFO (FracCFO) - Full-Time

Are you the one business owners call when the numbers stop making sense? Kaizen CPAs + Advisors is hiring a full-time Fractional CFO to lead financial strategy for a portfolio of fast-growing small- and mid-sized businesses. You’ll work directly with entrepreneurial leaders who rely on your insight to make smart, forward-looking decisions.

In this role, you’ll own financial reporting, forecasting, and budgeting—while guiding business owners through critical moments and mentoring a rising Financial Analyst.

Key Responsibilities

1. Financial Strategy & Reporting
• Manage monthly and quarterly financial reporting packages (P&L, balance sheet, cash flow, BvA, KPIs)
• Lead budgeting, rolling forecasts, and scenario modeling
• Develop financial models to support pricing, capital investment, and strategic planning
• Evaluate and improve internal controls and financial processes
• Identify advisory opportunities and contribute to firm-wide thought leadership

2. Client Advisory
• Facilitate monthly and quarterly review meetings with business owners and stakeholders
• Lead initial strategy sessions and create 12-month financial roadmaps
• Present financial insights in a clear, actionable format without unnecessary complexity
• Maintain timely, proactive communication and ensure all client touchpoints are documented

3. Team Leadership
• Supervise and mentor a Financial Analyst, providing direction, feedback, and growth opportunities
• Collaborate with cross-functional teams to deliver a consistent client experience
• Promote process improvement, operational efficiency, and alignment with firm values

4. Engagement Oversight
• Lead onboarding for new CFO engagements, including accounting clean-up and reporting system setup
• Manage reforecasting cycles and oversee any financial system transitions
• Support M&A activity through financial due diligence and integration planning
• Maintain active CPA, CMA, or EA licensure and comply with all applicable professional standards

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; Master’s or MBA preferred
• Active CPA, CMA, or EA license required
• 10+ years of progressive finance/accounting experience, with at least 3 years in a CFO or senior strategic finance role
• Intermediate-level tax knowledge, with the ability to advise on entity structure, owner compensation, and general tax implications
• Experience advising small to mid-sized privately held businesses across industries
• Strong financial modeling, forecasting, and analytical skills
• Excellent written and verbal communication skills, with the ability to simplify complex financial concepts

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