Small Business CFO (Bilingual Spanish & English)

About the role

Lead weekly one-on-one virtual advising sessions with small business owners across a focused 10-week engagement. Assess each client’s financial position and goals, and review their financials to deliver direct, actionable feedback. Build cost of goods sold, expense, margin, break-even, and cash runway models tailored to each business. Develop a three-year financial plan and simple forecasting tools the owner can maintain independently after the engagement ends. Translate complex financial concepts into plain language that non-financial business owners can act on with confidence.

Responsibilities

• Assess each client’s financial position and goals, and review their financials to deliver direct, actionable feedback.
• Build cost of goods sold, expense, margin, break-even, and cash runway models tailored to each business.
• Develop a three-year financial plan and simple forecasting tools the owner can maintain independently after the engagement ends.
• Translate complex financial concepts into plain language that non-financial business owners can act on with confidence.
• Document session notes and outcomes in Monday.com, and attend a mandatory 30-minute weekly team check-in.
• Offer periodic office hours to program graduates beyond the formal 10-week engagement.
• Manage a caseload of multiple clients at different stages of their engagement, adjusting pace and approach to each owner’s needs.

Requirements

Real-world, hands-on CFO or senior financial leadership experience that translates directly to small business finance. Equivalent experience may include professional, volunteer, military, academic, or lived experience that demonstrates the ability to perform the role. Demonstrated ability to explain financial concepts clearly to business owners without a financial background. Advanced Excel skills, including building financial forecasts and models from scratch. Fluency in spoken and written Spanish and English; required to support the Spanish-speaking small business owners in this program. Experience managing multiple client or stakeholder relationships at the same time.

Qualifications

• Real-world, hands-on CFO or senior financial leadership experience that translates directly to small business finance.
• Equivalent experience may include professional, volunteer, military, academic, or lived experience that demonstrates the ability to perform the role.
• Demonstrated ability to explain financial concepts clearly to business owners without a financial background.
• Advanced Excel skills, including building financial forecasts and models from scratch.
• Fluency in spoken and written Spanish and English; required to support the Spanish-speaking small business owners in this program.
• Experience managing multiple client or stakeholder relationships at the same time.

Skills

• Experience advising businesses with annual revenue in the $50,000 to $250,000 range.
• Background working with entrepreneurs in underserved or historically underrepresented communities.
• Comfortable with tools such as Monday.com, Basecamp, or Google Workspace, or a willingness to learn them quickly.
• Excellent analytical and organizational skills, with strong attention to detail.
• Ability to manage a multi-client caseload with competing deadlines and priorities, working autonomously with minimal oversight.

Benefits

Flexible schedule of approximately 10 to 40 hours per month. Work and Life Balance This role offers a genuinely flexible schedule of approximately 10 to 40 hours per month. We empower our team members to try new things and create their own path to success, balancing autonomy with collaboration and zero micro-management.

Pay

$60 to $75 per hour, commensurate with experience. Actual compensation may vary based on experience, qualifications, internal equity, geographic location, and business needs.

Schedule

This is a part-time, hourly consulting role; hours run approximately 10 to 40 per month.