Outsourced Cfo Jobs

Outsourced CFO

At Two Roads, we're committed to empowering business owners to understand their financials and grow their business. Our dedicated team members become students of their clients' businesses, providing support and guidance. As remote employees, they value autonomy, but also know how to work well with others and have fun. If you're committed to pursuing financial clarity and want to play an active role in the success of small businesses, Two Roads needs you!

The Two Roads CFO serves clients to help them improve their business by providing customized metrics and reporting, analysis, budgeting, forecasting, and strategic advising likely to include planning, coaching, and process improvement. This role is positioned to add value to the client as the highest-level financial support their small business employs.

Why choose Two Roads?

• Flexibility – get work done when it fits into your schedule (while still being responsive to clients and teammates during normal business hours, and meeting deadlines).
• Autonomy – self-starters rejoice! No micromanaging here.
• Growth Potential – enjoy a culture where opportunities for excellence and efficiency come from all levels of the organization, which result in personal and professional growth.
• Opportunity – make the most of an opportunity to help multiple small businesses run better and more profitably.
• Great Team Culture – teammates with a broad range of experience and skills that are willing to help with any questions you may have.

What you’ll be doing:

• Facilitating the annual budgeting process for each client.
• You may also be involved in coaching, process improvement, and strategic planning for some clients.
• Providing ad-hoc consulting as needed.
• Leading monthly financial review meetings to explain results and offer insights into clients’ businesses. Provide value by identifying opportunities and suggesting ways to improve.
• Working with outside parties (banks, CPA’s, etc) on mutual client interests.
• Maintaining responsibility for clients’ financial statement structure, accounting methodology, and appropriate cost/revenue allocations.
• Building customized reports to track the financial performance of your clients, including both financial and non-financial KPI’s.
• Creating monthly cash flow and longer-term forecasts.

The skills and qualifications you’ll need to succeed:

• Clear, concise, and kind communication abilities through all mediums: video conference, phone, email, and text.
• Ability to see and understand both the big picture and the details.
• Strong analytical skills.
• Ability to learn quickly and adopt new ideas and methods.
• Problem solving, critical thinking, and an investigative mindset.
• Fortitude to provide financial leadership to clients, even when it means saying the hard thing and holding others accountable.
• Ability to develop financial models and metrics.
• Ability to work remotely 30+ hours/week.
• Ability to convey complex concepts in understandable terms.
• Solid organizational, documentation, and decision-making skills.

Two Roads CFOs are:

• Able to work autonomously. We don’t micromanage.
• Able to give an answer at any time to the financial well-being of clients.
• Responsive to clients and teammates Monday-Friday, 9am – 5pm EST via email and phone.
• Committed to getting work done on time.
• Friendly, helpful, and humble with solid interpersonal skills.
• Self-starters: They find the answer. They know how to get help when it’s needed.
• Quick learners as it relates to new software.

It’s a bonus if you:

• Value flexibility and have a strong desire to work from home.
• Have previous remote work experience.
• Know a thing or two about QuickBooks Online.
• Have experience serving multiple clients at the same time.

Minimum Level of Education Required

4 year degree in a related field of study

Experience Level

Relevant work history demonstrating experience and success

Application requirements
Must apply on our website and complete our testing process.

https://tworoadsco.com/careers/outsourced-cfo

Benefit Conditions:

• Waiting period may apply

COVID-19 Precaution(s):

• Remote interview process
• Virtual meetings

Typical end time:

• 5PM

Typical start time:

• 9AM

Job Types: Full-time, Part-time

Pay: From $90,000.00 per year

Benefits:

• Dental insurance
• Flexible schedule
• 401(k) matching
• Vision insurance
• Paid time off
• Health insurance
• 401(k)

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

COVID-19 considerations:
We are a remote bookkeeping & advisory firm, so we are already completely remote.

Education:

• Bachelor's (Required)

Experience:

• Accounting: 2 years (Required)

Work Location: Remote