Vice President, CFO & Accounting Services

CFOx is an advisory firm that specializes in CFO, Transaction, and Accounting Services for the middle-market. We work with private equity firms and their portfolio companies, founder-owned businesses, investment banks, and investors nationwide.

Position Overview

Our CFO & Accounting Services group primarily serves private equity‑backed companies and founder‑owned businesses that need CFO & Accounting services to scale post‑acquisition, gain visibility into their business, or/and prepare for a transaction.

CFOx is looking for a Vice President to work closely with the Director to provide strategic financial insights, drive operational improvements, and support growth initiatives of our clients. This role requires a deep understanding of private equity environments, strong financial acumen, and exceptional leadership skills.

Typical engagements include:

• Fractional or Interim CFO
• Post M&A transaction integrations and transitions
• Historical accounting clean‑up
• Accounting processes, procedures, and systems implementation
• Financial planning & analysis (FP&A)
• Accounting services (i.e.: month‑end close, financial statement preparation)

Location & Work Arrangements

This position can be located in any of our three offices. We offer flexible, hybrid work arrangements to promote employee well‑being, balance, and long‑term success.

Role Responsibilities

• Lead and oversee CFO Advisory and Transaction Services engagements, ensuring high‑quality execution, strong client relationships, and timely delivery of impactful outcomes
• Prepare high‑quality client deliverables, analyses, and reports that translate complex financial data into clear, actionable insights
• Assist in the design, enhancement, documentation, and implementation of internal processes, procedures, tools, and templates across service lines to improve scalability and consistency
• Engage in team operations and strategy discussions, contributing ideas and insights to support the group and organization’s growth
• Coach and mentor team members across levels, providing feedback, developing future leaders, and reinforcing the firm’s performance and culture expectations

Qualifications

• 4-8 years of public accounting or/and corporate finance experience
• 1-3 years of leadership experience
• Knowledge of GAAP and internal accounting systems and accounting processes such as inventory, accrual estimates, revenue recognition, fixed assets, and interim/year‑end close
• Ideal candidates will have at least one of the following: CPA, CFA, MBA, or relevant Masters
• Willingness to travel up to 10% of the time, when applicable

Compensation

• Base compensation: $125,000/yr to $150,000/yr
• Commission: Sales Commission Eligible
• Retirement: 401k Match