Job Description

Chief Financial Officer (Multi-site):

Would you like to work for a small company that truly appreciates their employees?

Are you a Senior Accounting Professional who desires long-term career fulfillment?

Does the idea of having direct client interaction with a variety of businesses appeal to you?

CFO Your Way is seeking a committed team member for our Chief Financial Officer (Multi-site) position. We create Pathways to Profitability for growing local businesses, so they remain an integral part of the economy of their community for years to come.

We care deeply about the success of our local and family-owned business clients. We work side by side with them, with our sleeves rolled up, designing the right, customized financial road map for their success.

The Chief Financial Officer (Multi-site) will become an extension to the clients'/business owners finance department and an integral part of their operations and growth. This position will manage several different business clients' accounting duties with travel to client sites as necessary.

This role is 50% team leadership & servicing clients and 50% Business Development. While the majority of our sales come through inbound leads, you'll spend approximately 20% of your time cultivating new business relationships through community engagement and strategic prospecting. This position will give you the experience of running your own practice within a mature and proven business model — you'll operate with autonomy while benefiting from the support and infrastructure of an established company.

OUR CULTURE:

At CFO Your Way, we believe in leading through service, not authority. We practice collaborative conversations — a consultative, awareness-focused approach that values deep understanding over quick fixes.

We create space for individual creativity and authentic problem-solving. Our team works collaboratively, supporting each other and our clients with genuine partnership rather than transactional relationships. We see ourselves as guides and thought partners to business owners, helping them discover clarity and make informed decisions about their financial futures.

How We Show Up:

• Present and engaged — We listen deeply and create trust through authentic, attentive interaction

• Genuinely curious — We ask thoughtful questions that help clients gain clarity about their situation

• Self-directed and accountable — We take initiative and own our work while staying open to feedback and growth

• Relationship-focused — We build connections and solutions designed for lasting impact, not quick transactions

• Emotionally aware — We read situations accurately, stay regulated under pressure, and guide conversations with intention

POSITION DESCRIPTION:

Required skills, abilities, and knowledge:

Client Relationship & Service:

• Deliver high-quality fractional CFO client service to a portfolio of clients in multiple industries
• Deeply curious about understanding clients — their business patterns, motivations, and the underlying realities shaping their decisions
• Relationship building in the business community — You enjoy networking, prospecting, and cultivating connections that lead to meaningful business relationships
• Provide the client with guidance, support, and strategic advice through consultative conversation — You ask insight-generating questions that help clients surface what truly matters
• A natural guide who prefers leading over persuading or dictating — You help clients make sense of their financial situation and see new possibilities clearly
• Long-term value focused — You think like a strategic partner, not a service provider; you want the work to matter for the client, the business, and the community

Communication & Interpersonal Skills:

• An intentional listener — You listen for meaning, gaps, and insight, not just data points; you create conversations where clients feel understood and challenged in constructive ways
• Strong interpersonal and communication skills with high emotional intelligence — You can read client dynamics, recognize resistance as information (not rejection), and adapt your approach accordingly
• Comfortable navigating ambiguity — You don't need all the answers immediately; you're confident in guiding clients through financial discovery and strategic planning without rushing to solutions

Leadership & Team Management:

• Leadership skills with the ability to delegate, motivate and inspire team members
• Oversee and collaborate with accounting team, for clients and internally

Financial & Technical Responsibilities:

• Execute the company's financial strategy and manage the financial actions
• Responsible for cash flow management, financial planning, and financial statement analysis to support informed client decision-making.
• Work with the accounting firm relating to the audit, taxes, etc.

Personal Development & Mindset:

• Growth-oriented and reflective — You see your role as a developmental craft; you're eager to expand your awareness and strengthen your leadership presence

Qualifications & Logistics:

• Bachelor's Degree in Accounting and a minimum of 8 years’ experience in public accounting, private industry or advisory roles
• Prior experience in a controller, CFO or fractional CFO capacity
• Strong understanding of small-to-mid-sized business financial operations

· Active Certified Public Accountant (CPA) license-required

· Entrepreneurial mindset with interest in firm growth and high-level ownership

• QuickBooks Online Certification
• Ability to travel to different client sites in the tri-state area
• The discipline, focus, and workspace to periodically work from home

Applicable skills, abilities, and knowledge:

• Extensive accounting knowledge – Financial reporting, Strategy, Business streamlining – Expert level

• QuickBooks – both desktop and online versions – Expert level

• QuickBooks/Xero – implementation of systems and integration with 3rd party applications – Advanced level

• Excel – Expert level

• Process Efficiency – Assess operating procedures, recommend and execute improvements – Expert level

Preferred skills, abilities, and knowledge:

• Prior experience working for a CPA firm

• Prior experience sitting in the CFO seat

• Entrepreneurial experience

You'll Love This Role If...

• You want to practice a consultative approach centered on awareness, insight, and impact

• You enjoy guiding clients to financial clarity rather than just delivering reports

• You like working in environments where emotional intelligence is a strategic advantage

• You believe the best CFOs help clients make the right decisions, not just compliant ones

• You value meaningful work that strengthens local businesses and communities

• You're energized by building relationships and growing a practice alongside serving clients

You'll Struggle in This Role If...

• You prefer working behind the scenes without direct client interaction

• You need highly structured processes with little ambiguity

• You avoid introspection or resist personal and professional growth

• You're uncomfortable asking reflective, challenging questions that help clients think differently

• You dislike business development or relationship-building activities

• You rely on pressure tactics or rehearsed pitches

Compensation & Growth Opportunity:

· Base Salary, commensurate with experience, $145,000 - $165,000

· Variable compensation tied to new client origination and firm growth

· Opportunity to buy into the firm within approximately 24-36 months, with significant equity and leadership responsibilities based on performance and mutual fit

Thank you for considering our position, and we wish you well in your job search.

NOTES:

Training in CFO Your Way sales process provided

Must reside in New Jersey

Benefits can include health insurance, 401K, PTO

Relocation benefits are not available for this position

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