What are the responsibilities and job description for the Chief Financial Officer (CFO) position at AJ Boggs?
A.J. Boggs & Company (AJBoggs) seeks an experienced part-time CFO to provide business leadership for our finance and leadership teams.
You will help us improve our performance by initiating changes to improve our business processes, including financial analysis, budgeting, reporting, accounting, equity incentives, and investor relations.
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WHAT YOU’LL DO
• Strategic Financial Leadership
o Provide planning, strategy, and tactical financial direction to support company goals:
20% annual revenue growth, 15% profitability, 30% annual ROI
o Advise leadership on business performance, investment decisions, and long-term growth opportunities.
• Accounting Operations & Process Improvement
o Strengthen core accounting processes and ensure GAAP-aligned accounting.
o Dig into details to fix issues; know when to step back and consider the bigger picture.
• Operational Finance & Cost Management
o Analyze and optimize operating costs, vendor spending, and resource allocation.
• Budgeting & Financial Planning
o Lead the development of a rigorous budgeting process across departments.
o Build short- and long-term financial models, forecasts, and scenario analyses to support planning.
• Metrics, Reporting & Analysis
o Develop and maintain Key Performance Indicators (KPIs), including SaaS metrics.
• Fundraising & Investor Relations
o Prepare financial narratives, pitch decks, and due diligence processes for investors/VCs
• Team Leadership & Mentorship
The CFO role can grow as we continue to grow.
Requirements
• 12 years of progressive financial experience in successful, high-growth companies.
• Excellent financial expertise; able to perform at high levels of intensity/quality.
• Proven track record improving financial systems, cost structure, and reporting.
• Education: Bachelor’s degree in finance or accounting. MBA or CPA is strongly preferred.
• Tech Stack: Proficiency with accounting systems and financial modeling tools.
• Fundraising: Experience with investor relations and raising capital.
Benefits
• Contract or Employment arrangements available.
• Expected time commitment needs to be flexible based on business needs.
You will help us improve our performance by initiating changes to improve our business processes, including financial analysis, budgeting, reporting, accounting, equity incentives, and investor relations.
________________________________________
WHAT YOU’LL DO
• Strategic Financial Leadership
o Provide planning, strategy, and tactical financial direction to support company goals:
20% annual revenue growth, 15% profitability, 30% annual ROI
o Advise leadership on business performance, investment decisions, and long-term growth opportunities.
• Accounting Operations & Process Improvement
o Strengthen core accounting processes and ensure GAAP-aligned accounting.
o Dig into details to fix issues; know when to step back and consider the bigger picture.
• Operational Finance & Cost Management
o Analyze and optimize operating costs, vendor spending, and resource allocation.
• Budgeting & Financial Planning
o Lead the development of a rigorous budgeting process across departments.
o Build short- and long-term financial models, forecasts, and scenario analyses to support planning.
• Metrics, Reporting & Analysis
o Develop and maintain Key Performance Indicators (KPIs), including SaaS metrics.
• Fundraising & Investor Relations
o Prepare financial narratives, pitch decks, and due diligence processes for investors/VCs
• Team Leadership & Mentorship
The CFO role can grow as we continue to grow.
Requirements
• 12 years of progressive financial experience in successful, high-growth companies.
• Excellent financial expertise; able to perform at high levels of intensity/quality.
• Proven track record improving financial systems, cost structure, and reporting.
• Education: Bachelor’s degree in finance or accounting. MBA or CPA is strongly preferred.
• Tech Stack: Proficiency with accounting systems and financial modeling tools.
• Fundraising: Experience with investor relations and raising capital.
Benefits
• Contract or Employment arrangements available.
• Expected time commitment needs to be flexible based on business needs.