Jobs · Consulting · Wisconsin

Fractional CFO / Client Advisory Director

Berndt CPA LLC · Madison, WI · 1 mo ago
HybridConsultingFull-time

About the role

Join a dynamic team of financial professionals dedicated to providing fractional CFO services and client advisory director roles. Our clients benefit from expert financial guidance tailored to their unique needs.

Responsibilities

  • Provide strategic financial advice and support to clients
  • Develop and implement financial plans and strategies
  • Monitor financial performance and make adjustments as necessary
  • Collaborate with other departments to ensure alignment with business goals
  • Prepare and present financial reports to stakeholders

Requirements

  • Bachelor’s degree in Finance, Accounting, or related field
  • Minimum 5 years of relevant work experience in finance or consulting
  • CPA certification preferred
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Proficiency in Microsoft Office Suite

Qualifications

  • Ability to manage multiple projects simultaneously
  • Experience working with startups and emerging growth companies
  • Knowledge of financial modeling and valuation techniques
  • Understanding of SEC regulations and compliance

Skills

  • Financial modeling
  • Financial analysis
  • Strategic planning
  • Stakeholder management
  • Financial reporting

Benefits

  • Competitive salary commensurate with experience
  • Flexible schedule to accommodate professional and personal life
  • Professional development opportunities
  • Health insurance benefits
  • Retirement plan contributions

Pay

Salary is competitive and commensurate with experience.

Schedule

Flexible schedule to accommodate professional and personal life.

Benefits

  • Health insurance benefits
  • Retirement plan contributions

Contact

To apply, please fill out the form below. We look forward to hearing from you!

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