⚠️ IMPORTANT: This is NOT a bookkeeping or transaction-entry role. We need strategic CFO-level thinking, not data processing. If you're a bookkeeper looking to "move up," this isn't the right fit. We need proven multi-entity financial leadership experience.
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
WHAT WE NEED (IN PLAIN ENGLISH)
We manage 7 interconnected business entities:
- 1 S-Corporation (operating 3 digital marketing agencies + bookkeeping service)
- 5 Limited Liability Companies (3 holding real estate investments, 2 supporting operations)
- 1 Religious nonprofit corporation (new as of Sept 2025)
Our Challenge:
→ Heavy operational losses in 2024-2025 across marketing agencies and real estate holdings
→ Cash flow constraints and debt service challenges
→ Need strategic financial partner to navigate turnaround, NOT bookkeeper to process transactions
We have:
✓ Staff handling QuickBooks data entry (you won't do transaction entry)
✓ Long-term CPA handling tax preparation and planning (you'll coordinate, not replace)
✓ CEO and Treasurer who need a strategic financial advisor
We need:
✓ Fractional CFO who can see across all of our for profit entities and create consolidated visibility
✓ Crisis/turnaround thinker who stays calm under pressure
✓ Weekly forecaster who helps us make better decisions with limited cash
✓ Strategic advisor who brings options, not just problems
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
YOUR WEEKLY DELIVERABLES (What You'll Actually Do)
STRATEGIC FORECASTING (50% of your time)
→ Build and maintain 13-week + 30/60/90-day rolling cash flow forecasts across all of the for profit entities
→ Develop scenario models: "What if we defer this payment?" "What if collections slow by 20%?"
→ Track actual vs. forecast weekly and explain variances
→ Recommend cash deployment priorities when resources are constrained
EXECUTIVE REPORTING (20% of your time)
→ Produce weekly "True Picture" financial snapshot (1-2 page dashboard)
→ Format: Current cash position | Upcoming obligations | Key risks | Strategic recommendations
→ Make complex multi-entity finances understandable for non-financial leadership
→ Trend analysis to spot patterns early (e.g., "Agency revenue declining 3 months in a row")
STRATEGIC ADVISORY (20% of your time)
→ Weekly 30-60 minute video call with CEO/Treasurer (requires your timezone flexibility)
→ Answer strategic questions: "Can we afford this hire?" "Should we refinance this property?"
→ Challenge assumptions constructively when plans seem overly optimistic
→ Help prioritize competing needs with limited resources
MULTI-ENTITY MANAGEMENT (10% of your time)
→ Consolidate view across S-Corp, LLC's, and nonprofit structures
→ Track entity-level profitability separately and in aggregate
→ Monitor intercompany transactions and capital accounts
→ Coordinate with our CPA on S-Corp distributions, LLC allocations, nonprofit compliance
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
❌ WHAT YOU WILL NOT DO
You will NOT:
→ Enter transactions into QuickBooks (we have staff for this)
→ Reconcile bank accounts or process daily bookkeeping
→ Handle accounts payable/receivable processing
→ Process payroll
→ Prepare tax returns (our CPA does this)
This is ANALYSIS and ADVISORY work, not transaction processing.
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
✅ REQUIRED QUALIFICATIONS (Please Don't Apply Without These)
CREDENTIALS (Must have ONE):
✓ CPA (USA, Canada, Australia, or equivalent)
✓ CA - Chartered Accountant (India, Pakistan, Sri Lanka, or equivalent)
✓ ACCA (UK/International)
✓ CMA (Certified Management Accountant)
✓ Equivalent professional accounting credential in your country
EXPERIENCE (Must have ALL):
✓ 7+ years professional accounting/finance experience
✓ Multi-entity consolidation experience (managed 3+ entities simultaneously, ideally 5+)
✓ Crisis/turnaround exposure - you've helped businesses navigate financial distress
✓ Strategic forecasting - you've built 13-week cash models and scenario analyses
✓ Executive-level work - you've reported directly to CEOs, CFOs, or Boards
✓ Flow-through entity knowledge - you understand S-Corps, LLCs, or partnerships (or can learn quickly)
TECHNICAL SKILLS (Must have):
✓ Advanced Excel or Google Sheets (financial modeling, pivot tables, complex formulas)
✓ QuickBooks Online proficiency (can analyze and report, not just data entry)
✓ Financial statement fluency (can read P&L, Balance Sheet, Cash Flow and spot issues instantly)
✓ Strong English communication (written and verbal) - you'll present to executives weekly
STRONGLY PREFERRED (Differentiators):
⭐ Real estate accounting experience (rental properties, debt service, depreciation)
⭐ Nonprofit accounting knowledge (fund accounting, restricted funds)
⭐ Big 4 or national firm background
⭐ Prior CFO, Controller, or VP Finance title
⭐ Debt restructuring or workout experience
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
IDEAL CANDIDATE PROFILE (Is This You?)
You ARE (or have been):
→ A CFO, Controller, or Finance Director managing multi-entity organizations
→ A Big 4 senior manager advising complex multi-entity clients
→ A turnaround consultant who helped distressed businesses navigate cash crises
→ A fractional CFO serving multiple clients simultaneously
→ A real estate CFO managing property portfolios with leverage
You HAVE:
→ Navigated financial distress calmly and strategically
→ Built forecasts that actually influenced business decisions
→ Worked directly with executives who trust your judgment
→ Managed complexity with clarity (made 7 entities understandable, not more confusing)
You are NOT:
→ A bookkeeper hoping to transition to CFO work without proven experience
→ Someone who only worked in single-entity corporate environments
→ Uncomfortable with messy data or ambiguous situations
→ Needing perfect systems before you can add value
You ARE:
→ Strategic thinker who sees patterns others miss
→ Comfortable with imperfect data - you make best decisions with what you have
→ Proactive - you flag issues before they become crises
→ Teacher - you explain finance so non-CFOs understand
→ Emotionally intelligent - you deliver hard truths with grace
TIME COMMITMENT:
- 8-10 hours/week initially
- Flexible schedule (you choose when to do analysis work)
- ONE required weekly meeting (30-60 min during US business hours - see timezone question below)
ENGAGEMENT LENGTH:
- 30-day trial period (either party can exit with 1 week notice)
- After trial: Long-term relationship expected (12-24+ months)
- We're building a partnership, not hiring a gig worker
OUR VALUES & CULTURE
We are a faith-driven organization rooted in stewardship and integrity.
What this means practically:
→ Transparency: We tell the truth about finances, even when difficult
→ Stewardship: We treat money as entrusted to us, requiring wise use
→ Integrity: We keep commitments and operate ethically under pressure
→ Service: We use business to serve others
→ Grace under pressure: We handle crises calmly, not with panic
What we value in our financial partner:
→ Honesty without judgment - tell us truth, don't condemn past mistakes
→ Solutions-focused - show us paths forward, not just problems
→ Calm in chaos - be our steady voice when overwhelmed
→ Respect for our mission - money serves purpose, not vice versa
→ Confidentiality - hold our challenges with discretion
You don't need to share our faith, but you must respect our values.
HOW TO APPLY (Read Carefully - We'll Reject Generic Applications)
Please submit a CUSTOM proposal including:
1️⃣ COVER LETTER (300-500 words) answering these specific questions:
a) Multi-Entity Experience:
→ How many entities have you managed simultaneously? (e.g., "I managed consolidated reporting for 8 subsidiary companies")
→ What industries/entity types? (e.g., "3 retail LLCs, 2 real estate holdings, 1 nonprofit")
→ What was your role/title?
b) Crisis/Turnaround Experience:
→ Describe ONE situation where you helped a business navigate financial distress
→ What was the cash situation? What actions did you recommend? What was the outcome?
→ Be specific with numbers if possible (anonymize client name)
c) Why This Role Appeals to You:
→ What about this engagement interests you?
→ Why are you a good fit for this specific situation (7 entities, crisis mode, real estate + nonprofit)?
d) Timezone & Availability:
→ What's your timezone?
→ What time can you meet for weekly US business hours calls? (Be specific: "I can meet 8-10 PM my time, which is 9:30-11:30 AM EST")
→ How many hours/week can you commit?
2️⃣ WORK SAMPLE (Choose ONE - REQUIRED):
→ 13-week rolling cash flow forecast you built for a multi-entity client (anonymize)
→ Executive financial dashboard/snapshot for weekly CEO reporting
→ Scenario analysis showing strategic thinking ("What if revenue drops 20%?")
→ Consolidated financial report across multiple entities
We want to see HOW you think and communicate, not just Excel skills.
Apply Now
Apply Now