Financial Consultant

About The Role

As Fractional Finance Manager, you'll lead all day-to-day financial functions while designing the backbone of scalable, tech-enabled financial operations. This is a hands-on role for someone who thrives on creating structure, mapping transactional data, and turning financial operations into a well-oiled machine. You’ll use technology to reduce friction, improve accuracy, and generate insight through clean, auditable data. Experience and a deep understanding of NETSUITE is a must.

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‍MEASURES:
Entity P&L
Forecasting & Financial Management
Invoicing Overview
Software Ownership: Netsuite
‍REPORTS TO: CFO

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‍Responsibilities

• Financial Operations & Transactional Workflows
  • Own and continuously improve transactional processes: AP/AR, invoicing, expense management, vendor payments, and payroll coordination
  • Build and refine end-to-end workflows to ensure timely, accurate processing of financial data
  • Ensure data integrity and traceability across all transaction sources (e.g., bank feeds, billing tools, project management platforms)
  • Maintain a clean and structured chart of accounts to support meaningful financial reporting
• Data Mapping, Reporting & Dashboards
  • Map and categorize financial transactions in a way that aligns with business goals and reporting needs
  • Design and implement real-time dashboards for financial performance, client margins, spend tracking, and budget vs. actuals
  • Build data models to support forecasting, scenario planning, and strategic analysis
  • Create reporting structures that are both leadership-friendly and audit-ready
• Technology & Automation
  • Leverage tools like QuickBooks/Xero, Google Sheets/Excel, Looker Studio/Power BI to automate workflows and reporting
  • Integrate finance systems with other platforms (e.g., time tracking, CRM, PM tools) to streamline data flow
  • Continuously evaluate and implement tools that reduce manual work and improve process accuracy
  • Own documentation of all tools and processes for transparency and handoff readiness
• Productivity, Accuracy & Audit Readiness
  • Drive productivity by reducing financial admin work for the wider team through better tools and workflows
  • Ensure high standards of data accuracy, consistency, and completeness across all reports and systems
  • Design processes and controls that support internal auditability and external compliance
  • Establish SOPs and scalable finance infrastructure for future growth or due diligence events (e.g., funding, M&A)
• Collaboration & Strategic Finance
  • Partner with department leads on budgeting, spend analysis, and performance optimization
  • Support leadership with strategic recommendations based on data-driven insights
  • Provide clear, digestible financial updates to stakeholders who aren’t finance-savvy
  • Bring a process-first mindset to cross-functional collaboration (Ops, HR, Client Services)

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Qualifications

• 4–7 years of finance experience, ideally in a high-growth or service-based business (agency experience is a plus)
• Strong experience owning transactional finance and building operational workflows from scratch
• Expert-level proficiency in Excel/Google Sheets and solid experience with financial systems (QuickBooks, Xero, etc.)
• Comfortable designing reports and dashboards (Power BI, Looker Studio, Tableau, or similar)
• Process-obsessed, tech-savvy, and able to spot inefficiencies and automate them away
• Detail-oriented with a high bar for accuracy and audit readiness
• Strong communicator — able to translate numbers into stories and action
• Bachelor's degree in Finance, Accounting, or related field (CPA/CMA a plus, but not required)

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How to Apply

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