CFO Services Senior Manager / Fractional CFO Consultant

CFO Advisory Services – Senior Manager

Location: Cleveland, OH
Job Type: Full-Time
Compensation: $140,000–$180,000 annually

About the Opportunity

A well-established, growing accounting and advisory firm is seeking an experienced CFO Advisory Services Senior Manager to join its consulting practice in Cleveland, Ohio.

This opportunity is ideal for a strategic finance professional who enjoys working directly with business owners and executive leadership teams to improve financial performance, strengthen operations, and support critical business decisions.

The position combines hands-on fractional CFO consulting, financial strategy, operational improvement, and client relationship development. The successful candidate will play an important role in delivering high-impact advisory services while helping expand the firm's CFO advisory practice.

Key Responsibilities

Fractional CFO & Financial Advisory

• Lead and manage fractional CFO engagements for clients across various industries.
• Develop financial models, budgets, forecasts, and strategic financial plans.
• Build cash-flow management and forecasting tools to improve financial visibility.
• Partner with executive leadership to establish KPIs and improve financial performance.
• Evaluate accounting and finance functions and recommend operational improvements.
• Enhance month-end closing, financial reporting, and management analysis.

Strategic Finance & Special Projects

• Conduct product, service, and customer profitability analyses.
• Perform cost studies and identify opportunities to improve margins.
• Assess and optimize ERP systems and financial reporting processes.
• Support buy-side and sell-side due diligence activities.
• Assist clients with acquisitions, refinancing, and restructuring initiatives.
• Provide financial insights supporting long-term strategic decisions.

Client Relationships & Practice Development

• Serve as a trusted financial advisor to business owners and executive teams.
• Manage multiple client engagements while ensuring exceptional service delivery.
• Identify opportunities to expand existing client relationships.
• Collaborate with internal business development teams to generate new engagements.
• Develop relationships with referral partners and professional networks.
• Contribute to the continued growth of the CFO advisory and outsourced accounting practice.

Qualifications

• Significant progressive experience in accounting, financial leadership, or advisory services.
• Background in fractional CFO services, financial consulting, or senior corporate finance leadership.
• Strong financial modeling, budgeting, forecasting, and cash-flow management capabilities.
• Experience advising executive leadership and business owners.
• Understanding of financial reporting, accounting operations, and ERP systems.
• Ability to manage multiple client engagements and competing priorities.
• Strong communication, presentation, and relationship-management skills.
• Demonstrated ability to identify business challenges and develop practical financial solutions.
• Experience developing client relationships or generating advisory opportunities.

Preferred Qualifications

• CPA designation.
• Previous experience with a CPA firm, CFO advisory practice, or outsourced accounting group.
• Experience supporting mergers and acquisitions, due diligence, or restructuring.
• Background in financial transformation and process improvement.
• Established professional referral network.

Why Consider This Opportunity?

• Join an established accounting and advisory organization with a strong reputation.
• Work directly with business owners and executive leadership teams.
• Gain exposure to diverse industries and complex financial challenges.
• Take ownership of strategic advisory engagements.
• Help expand a growing CFO consulting practice.
• Access professional development and career advancement opportunities.
• Benefit from a people-focused culture that values flexibility, collaboration, and professional growth.