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Springline Advisory · 18 hours ago

CFO Consultant

United States

Full-time

Remote

Senior Level, Lead/Staff

8+ years exp

Springline Advisory is a growing firm that has a new opening for a qualified and experienced accounting professional to join as a CFO Consultant. The role involves providing accounting and reporting services to various clients, working closely with business owners and finance teams to streamline processes and achieve financial goals.

Business DevelopmentConsultingFinance

H1B Sponsor Likely

Responsibilities

Act as trusted financial advisor to CEOs/founders/leadership: develop strategy, monitor financial health, and drive performance improvement

Oversee or guide the finance function of client engagements: budgeting, forecasting, cash‑flow management, KPI dashboards

Implement or enhance financial controls, reporting systems and processes

Conduct financial and operational analysis: identify cost savings, revenue opportunities, and efficiency gains

Support funding rounds, acquisitions, or exit planning where applicable

Work across multiple client engagements simultaneously, managing scope, timelines and deliverables

Build relationships with clients, understand their business model, and tailor solutions accordingly

Qualification

Financial modelingFinancial performance improvementFinancial systems proficiencyCPAMBAExceptional communicationInterpersonal skillsPositive attitude

Required

Bachelor's degree in accounting or related field

Proficient in financial modeling (three‑statement models, scenario planning, breakeven/risk/sensitivity analysis)

Proven track record of improving financial performance, streamlining operations, and advising executive teams

Exceptional communication and interpersonal skills—able to present complex financial information to non‑finance executives

Able to work independently in a remote/fractional consulting structure, managing multiple engagements and priorities

Ability to also work as part of a team

Possess a positive attitude, be able to produce our core focus, and exhibit our core values

Proficient in financial systems (QuickBooks, NetSuite, Xero, etc.), AI, BI/dashboard tools and advanced Excel skills

Preferred

CPA and/or MBA

8+ years of senior accounting experience, with at least 2 years in public accounting

Prior CFO, or similar, experience

Benefits

Dynamic and Innovative Work: An opportunity to play a critical role within a rapidly growing firm with a supportive and collaborative culture.

Growth Opportunities: A dynamic and supportive environment where your contributions will directly impact the firm’s growth and success and share in the rewards.

Collaborative Culture: A team-oriented culture that values innovation, entrepreneurial spirit, and growth mindset.

Competitive Compensation: A comprehensive salary and benefits package, including performance-based incentives and growth opportunities.

Company

Springline Advisory

Springline Advisory is a financial and business advisory firm that provides financial consulting and advice services.

Founded in 2023

Dallas, Texas, USA

501-1000 employees

https://springlineadvisory.com/

H1B Sponsorship

Springline Advisory has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2024 (1)