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CLIENT ACCOUNTING SERVICES CFO

CLIENT ACCOUNTING SERVICES CFO

OASISClifton Park, NY, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Benefits :
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Vision insurance
  • About OASIS :

    OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs. Our team supports clients through bookkeeping, compliance, and reportingpowered by cutting-edge technology and a people-first culture.

    About the Role :

    OASIS Directors provide outsourced CFO-level leadership across a range of industries, helping clients manage their strategic finance functions, cash flow, capital planning, and team development.

    Responsibilities :

    • Act as outsourced CFO for select clients, managing internal and external finance teams
    • Deliver strategic advice, cash flow forecasts, and capital plans to client leadership
    • Build and review monthly financial packages with analysis and recommendations
    • Design and implement budgeting frameworks and rolling forecasts
    • Lead special projects (e.g., pricing models, bank relationships, funding prep)
    • Represent OASIS at board meetings, investor calls, and key client events
    • Qualifications :

    • CPA or MBA strongly preferred
    • 810+ years experience in senior accounting / finance roles, including CFO / controller functions
    • Demonstrated ability to lead teams and manage client relationships across sectors
    • Comfort operating in a fast-paced, tech-enabled, fractional environment
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    Cfo • Clifton Park, NY, US