KLR · 7 hours ago
CFO Advisory & Outsourcing - Partner
Boston, Boston, MA, US
Full-time
Onsite
Director/Executive
$190K/yr - $230K/yr
13+ years expKLR is one of the largest full-service CPA and business advisory firms in New England and is ranked amongst the Top 100 firms in the United States. They are seeking a Partner to lead their CFO Advisory & Outsourcing practice, providing scalable finance solutions to privately held and middle-market businesses and overseeing a high-performing team of consultants.
ConsultingInformation TechnologyLegal
Responsibilities
Lead the Outsourcing and Strategic CFO Services practice, establishing vision, strategy, and growth objectives aligned with firm goals
Drive expansion of the practice through new client acquisition, market positioning, and development of referral networks
Identify emerging market opportunities and service offerings to support continued growth and scalability
Represent the firm externally through professional networking, speaking engagements, and thought leadership initiatives
Generate new business through personal and firm relationships, targeted prospecting, and collaboration with internal service lines
Build and maintain strategic referral relationships with commercial and investment bankers, attorneys, private equity firms, and wealth managers
Participate in proposal development, pricing, and client presentations to secure new engagements
Strengthen the firm’s marketplace presence within the outsourced accounting, CFO advisory, and consulting ecosystems
Serve as a trusted advisor and fractional CFO to privately held and growth-oriented businesses
Advise business owners and boards on financial strategy, value creation, succession planning, and governance matters
Oversee delivery of outsourced solutions ranging from staff augmentation to full CFO-level leadership
Guide clients through finance transformation initiatives, including process optimization, automation, and technology adoption
Build, mentor, and lead a high-performing team of consultants and outsourced professionals
Ensure consistent, high-quality client service through standardized delivery models, best practices, and performance oversight
Implement scalable workflows, tools, and processes to improve efficiency, profitability, and client outcomes
Support recruiting, onboarding, performance management, and professional development within the practice
Collaborate with audit, tax, and advisory teams to deliver integrated, cross-functional client solutions
Contribute to firm leadership initiatives, strategic planning, and growth efforts
Promote a collaborative, entrepreneurial culture that aligns with the firm’s values and long-term vision
Qualification
Required
13-15+ years of progressive accounting, finance, or advisory experience, with at least 5 years in a leadership or partner-level role
Demonstrated success in business development within professional services
Hands-on experience as a fractional CFO, Controller, or senior finance leader for privately held or mid-market companies
Strong background in M&A advisory, succession planning, restructuring, and value growth strategies
Proven leadership experience in building and scaling practices, teams, and client portfolios
Preferred
Industry experience in manufacturing, technology, distribution, hospitality, or related fields noted above strongly preferred
CPA preferred, MBA, or other advanced credential highly desirable
Benefits
Health and dental insurance
Paid time-off
A competitive retirement savings plan
Tuition assistance
In-house education programs
Opportunities for community involvement
Company
KLR
KLR is an accounting company that specializes in accounting and business consulting services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Lynn Baril
Chief Technology Officer
D
Deborah A. Jackson
Chief Financial Officer
Recent News
Providence Business News
2023-09-24
Providence Business News
2022-12-16
2022-11-27
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