CFO Advisory Services Manager

Job Summary

Serving as a trusted advisor to business owners and executives, the full-time Manager, CFO Advisory Services will lead strategic financial engagements, including budgeting, forecasting, and financial modeling, while working remotely to enhance client financial performance and operational decision-making.

Key responsibilities

• Lead budgeting, forecasting, cash flow analysis, and financial modeling engagements for assigned clients
• Facilitate executive-level meetings, presenting financial insights and recommendations to clients
• Mentor advisory consultants and analysts, managing multiple client engagements to ensure quality and satisfaction

Required qualifications

• Bachelor's degree in Accounting, Finance, or a related field
• 7+ years of experience in CFO advisory, FP&A, financial consulting, or corporate finance leadership
• Experience advising executive leadership teams, including CEOs and CFOs
• Advanced financial modeling, forecasting, and analytical skills
• Strong project management and client relationship management capabilities