We are seeking a Fractional Chief Financial Officer (CFO) to support a growing IT services company providing professional services, cybersecurity, and AI consulting. The organization operates across four legal entities and is entering a phase of financial system modernization and process maturity.
The fractional CFO will partner closely with leadership to lead the migration from Zoho to QuickBooks, professionalize reporting, strengthen cash‑flow management, and implement scalable financial processes aligned with a services‑based revenue model.
This role is both hands‑on and strategic, ideal for a finance leader experienced in professional services, recurring revenue, and multi‑entity environments.
Key Objectives
- Lead and oversee the transition from Zoho to QuickBooks across four entities
- Establish accurate, timely, and decision‑ready financial reporting
- Improve accounts receivable and accounts payable processes to support cash flow
- Implement automated invoicing and billing workflows for recurring and hourly services
- Strengthen vendor management and expense controls
- Create scalable finance infrastructure to support continued growth
Responsibilities
Financial Systems & Reporting
- Lead the ERP/accounting system transition from Zoho to QuickBooks, including chart of accounts design and multi‑entity setup
- Develop and standardize monthly financial reporting, including P&L, balance sheet, cash flow, and entity‑level reporting
- Create management dashboards for leadership (revenue, utilization, margin, AR aging, cash position)
Revenue, Billing & Cash Flow
- Optimize billing for monthly recurring services and hourly professional services
- Design and implement automated invoicing workflows (reducing manual invoices)
- Improve accounts receivable processes, including collections cadence and AR aging visibility
- Monitor cash flow and working capital across all entities
AP, Vendor & Cost Management
- Implement stronger accounts payable processes and approval workflows
- Evaluate and improve vendor management systems, including contract tracking and payment terms
- Identify cost‑control opportunities and margin improvement levers
Process & Controls
- Establish consistent financial processes and documentation across entities
- Improve internal controls appropriate for a growing services organization
- Partner with tax providers, payroll, and external accountants as needed
Strategic Finance Support
- Provide leadership with financial insights to support growth, hiring, and investment decisions
- Support budgeting, forecasting, and scenario planning
- Act as a trusted financial thought partner to the executive team
Ideal Background
- Prior experience as a CFO, VP Finance, or Controller in a professional services, IT services, cybersecurity, or consulting firm
- Strong experience with QuickBooks (multi‑entity, services‑based environments)
- Proven success improving billing automation, AR/AP processes, and financial reporting
- Comfortable operating in a fractional, hands‑on role
- Experience supporting recurring revenue and hourly billing models
- Ability to translate financial data into clear, actionable insights