Outsourced CFO

SUMMARY

Provides high-touch, strategic financial services to clients across a variety of industries including real estate, restaurants, medical practices, and nonprofits. This client‑facing role involves daily operational oversight as well as longer‑term strategic finance initiatives such as budgeting, cash flow management, and KPI development.

DUTIES AND RESPONSIBILITIES

Operational Financial Oversight

• Manages and reviews monthly financial reporting for assigned clients.
• Develops and maintains cash flow forecasts.
• Supervises or coordinates with in‑house and client‑based accounting / bookkeeping staff.
• Implements and optimizes accounting software systems (e.g., QuickBooks, BILL, APS).

Strategic Advisory & Planning

Client Relationship Management

CAS Practice Development

Compliance & Support

Leadership

Competencies

Supervisory Responsibilities

QUALIFICATIONS

Education And / Or Experience : Bachelor’s degree in Accounting (or related field) from a four‑year institution with a strong academic record (minimum GPA 3.0). CPA certification strongly preferred. Minimum 10 years progressive experience in Accounting / Finance roles, including senior leadership such as CFO or Controller, with strong knowledge of GAAP, financial modeling, and board‑level communication.

Computer Skills : Proficient in Microsoft Word and Excel; familiar with accounting and advisory software such as QuickBooks, Power BI, Jirav, BILL, APS Payroll. Experience with Sage Intacct or NetSuite is a plus. Working knowledge of office equipment and computer hardware.

Firm Culture / Client Service : Promotes the firm’s culture, building personal relationships with clients and supporting superior client relations.

Physical Demands / Work Environment : Requires sitting, talking, hearing, walking, and handling. May lift up to 25 pounds occasionally. Maintains close and distance vision. Work environment is typically quiet.

Equal Opportunity Employer : Heard, McElroy & Vestal is an Equal Opportunity Employer. We actively seek and employ qualified persons in all job classifications and administer all personnel actions without regard to race, color, religion, age, gender or sex (including pregnancy), national origin, ancestry, marital status, non‑job related disability, veteran or military status, genetic information, gender identity, sexual orientation or any other characteristic protected by applicable federal, state or local law.

Seniority level

Executive

Employment type

Full‑time

Job function

Finance and Sales

Industries

Accounting

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