Chief Financial Officer

Overview

We’re looking for a strategic, data-driven Fractional CFO to partner with our leadership team. This role is responsible for building financial clarity across the agency — constantly monitoring margins, profitability, cash flow, and overall financial health — and helping us make smarter, faster decisions rooted in numbers.

You’ll work closely with operations, sales, and leadership to ensure every client, department, and service line is profitable and scalable.

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Core Responsibilities

Financial Strategy & Profitability

• Build and manage monthly financial dashboards focused on profit, cash, and margins.
• Analyze agency profitability by client, service line, and department.
• Identify where margins are slipping — and recommend pricing, staffing, or process changes.
• Develop financial models for revenue forecasting and growth planning.
• Advise on when to hire, when to slow spending, and where to reinvest.

Cash Flow & Budgeting

• Create and maintain an agency cash-flow plan.
• Monitor burn rate, runway, and recurring vs. one-time revenue.
• Build annual and quarterly budgets and hold teams accountable to them.
• Oversee expense controls and vendor spending.

Pricing & Margins

• Evaluate pricing structure across services and retainer packages.
• Ensure labor, software, and overhead costs fit within target margins.
• Help create profit-first workflows and discipline in the business.

Financial Visibility & Reporting

• Deliver clear financial reports monthly (not just accounting statements).
• Turn numbers into insights, recommendations, and action plans.
• Establish KPIs the entire leadership team can track.

Risk, Compliance & Systems

• Work with CPA/bookkeeper to ensure accuracy and compliance.
• Improve financial systems, tools, and processes for real-time clarity.
• Support funding, loans, or credit strategies when needed.

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What Success Looks Like

• We know our true margins at all times.
• We can quickly see which clients/services are profitable—and which aren’t.
• Cash flow is stable, predictable, and planned.
• Leadership makes decisions based on data instead of gut feeling.
• Profit increases while keeping healthy growth.

Job Types: Part-time, Contract

Pay: $1,500.00 - $5,000.00 per month

Expected hours: 5 – 15 per week

Work Location: Remote

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How to Apply

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