CFO - Financial Solutions

Job title

CFO - Financial Solutions

Department

BELAY Financial

Reports to

CFO Manager

Classification

Full-Time, Exempt

Work Location

Remote (US)

Travel Requirement

Occasional travel is required, including attendance at BELAY's annual company Summit and other business meetings as needed.

Job purpose

As part of BELAY’s Fully Accountable division, the CFO - Financial Solutions serves as a strategic financial advisor and fractional CFO to growing small- and mid-sized businesses. This role helps clients improve financial visibility, strengthen decision-making, optimize cash flow, and support sustainable growth.

The CFO combines financial expertise with business insight to provide strategic guidance while partnering closely with internal accounting team members to deliver accurate, timely, and high-quality financial support. This role leads client engagements, proactively identifies risks and opportunities, and helps clients navigate periods of stabilization, growth, and transition

Essential Functions 

As a BELAY Corporate Team member, you will professionally represent the company in all virtual and in-person interactions. You are expected to exemplify our mission, vision, and core values while fostering a collaborative and positive team environment.

Financial Strategy & Advisory

• Lead financial strategy, planning, budgeting, and forecasting for assigned clients
• Develop and maintain budgets and 13-week rolling cash flow forecasts
• Analyze financial performance and translate results into actionable business insights
• Advise client leadership on growth initiatives, operational efficiency, cash flow, and risk management
• Identify financial risks, opportunities, and compliance considerations that may impact client performance or growth
• Support clients through periods of stabilization, growth, and business transition

Client Leadership & Service

• Serve as a trusted financial advisor and strategic partner to client leadership
• Deliver timely monthly financial reporting, executive-level insights, and recommendations
• Lead financial discussions and communicate complex financial information in a clear, practical manner
• Monitor client engagement health and proactively identify opportunities for additional support, resources, or services
• Manage multiple client relationships and competing priorities while maintaining timely, high-quality service

Cross-Functional Partnership

• Partner closely with accounting team members to ensure accurate financial reporting and alignment between day-to-day accounting activities and strategic financial priorities
• Provide financial guidance and direction while maintaining visibility into full-cycle accounting activities
• Collaborate across BELAY teams to support client needs and deliver a consistent client experience
• Identify and communicate opportunities to improve processes, financial visibility, and overall client outcomes

Skills & Competencies

• Strategic financial planning and business advisory
• Financial analysis, budgeting, forecasting, and cash flow management
• Strong business acumen and financial judgment
• Client relationship management and consultative communication
• Ability to translate financial information into clear, actionable recommendations
• Leadership, collaboration, and influencing skills
• Strong organization and prioritization across multiple client engagements
• Adaptability and problem-solving in evolving business environments
• Proficiency with accounting, financial reporting, and business technology platforms
   

Minimum Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, Business, or a related field, or an equivalent combination of education and experience
• 6–8 years of experience as a CFO or in a senior-level strategic finance role
• Strong understanding of full-cycle accounting with the ability to provide strategic financial guidance based on underlying accounting activity
• Demonstrated experience with financial planning, budgeting, forecasting, cash flow management, and financial analysis
• Experience managing multiple clients, engagements, or competing priorities while delivering accurate and timely work
• Strong client-facing communication and relationship management experience

Preferred Qualifications

• CPA, MBA, or other relevant advanced degree or professional certification
• Experience in a fractional CFO, outsourced accounting, or professional services environment
• Experience advising small- and mid-sized businesses or startups
• Experience supporting inventory-based retail or e-commerce, creative or project-based businesses, or technology companies
• Experience with platforms such as QuickBooks Online, Fathom, Shopify, Cin7, and Amazon
• Working knowledge of accounting and tax methodologies and small business financial considerations

Skills & Competencies

• Strategic financial planning, forecasting, budgeting, and cash flow management
• Strong financial analysis and business acumen
• Ability to translate complex financial information into clear, actionable recommendations