What are the responsibilities and job description for the CFO position at All In One Accounting?
Chief Financial Officer (CFO)
About Us
7-time winner of the 50 Fastest Growing Companies in the Twin Cities, All In One Accounting is the strategic accounting team for growth-minded entrepreneurs in the construction and manufacturing sectors.
All In One Accounting's thorough and comprehensive set of services move our construction and manufacturing clients from financial chaos to business clarity and beyond.
Simply said, our mission is to empower entrepreneurs in these industries to support profitable Growth, equip them to Protect their assets, and enable them to Amplify their impact.
A bit about the role:
We're seeking an experienced, strategic, and hands-on CFO with expertise in private equity, venture capital, angel investing, and/or M&A to join our team. This role is pivotal in providing both executive-level financial leadership and practical deal expertise to our entrepreneurial clients who are raising capital, considering acquisitions, planning exits, or working with investor stakeholders.
As a CFO, you'll serve as a key member of your clients' executive teams while also leading internal delivery teams to ensure exceptional service delivery. You could be helping a client prepare materials for a Series A raise one minute, and the next, working with an accountant on the team to optimize their financial reporting for investor communications.
Now about you...
You're a strategic advisor with investment and deal expertise
You excel at helping entrepreneurial organizations translate their vision into actionable financial strategies that resonate with investors and acquirers. You understand due diligence processes, cap table management, valuation methodologies, and what sophisticated investors expect to see. Your experience allows you to anticipate challenges and opportunities before they arise, particularly regarding fundraising readiness, deal structuring, and post-transaction integration.
You're adaptable and growth-focused
You understand that each business has unique needs and challenges, whether they're bootstrapped and profitable or venture-backed and scaling rapidly. You're skilled at adjusting your approach while maintaining unwavering standards of excellence. You thrive in helping organizations navigate complex financial decisions, from evaluating acquisition targets to preparing for investor presentations to optimizing capital structure.
You have both strategic vision and operational expertise
You can seamlessly transition between high-level strategic planning and hands-on problem-solving. You're equally comfortable developing financial models for investor pitches as you are optimizing unit economics or implementing practical controls that satisfy investor reporting requirements. You understand the importance of both long-term vision and day-to-day execution in scaling businesses.
Core responsibilities:
Strategic Leadership
- Serve as a member of clients' executive management teams
- Develop and implement strategic financial plans aligned with growth and investment objectives
- Lead high-level financial decisions and strategic initiatives
- Provide financial coaching to client leadership teams
- Support internal delivery teams with technical expertise and deal-specific guidance
Investment & M&A Advisory
- Lead fundraising preparation including investor materials, financial projections, and due diligence readiness
- Support M&A activities including target evaluation, quality of earnings analysis, and deal structuring
- Manage cap table and equity compensation planning
- Prepare businesses for exit including enterprise value optimization and buyer readiness
- Coordinate with investment bankers, attorneys, and transaction advisors
- Lead post-transaction integration and performance tracking against investor expectations
Financial Planning & Analysis
- Create sophisticated financial models to evaluate business decisions, including investment scenarios and acquisition opportunities
- Develop long-range cash forecasts and capital planning that align with growth and investment timelines
- Analyze business performance and identify optimization opportunities for unit economics and scalability
- Design and monitor key performance indicators (KPIs) that matter to investors and acquirers
- Prepare annual operating plans with variance analysis and board-ready reporting
Operational Financial Management
- Lead month-end closing meetings with clients and internal teams to present financials
- Oversee preparation and review of monthly financial statements that meet investor reporting standards
- Analyze budget variances and communicate significant issues and opportunities
- Prepare cash flow forecasting and strategic recommendations
- Serve as proactive liaison with client's professional advisors (CPAs, bankers, attorneys, investors)
Team & Relationship Management
- Lead and oversee new client onboarding
- Lead and mentor accountants and controllers on your delivery team
- Build and maintain strong relationships with clients' stakeholders including board members and investors
- Serve as liaison with external partners (investment bankers, private equity firms, venture capitalists, attorneys)
- Foster collaborative relationships across all levels
- Support business development activities as a subject matter expert in investment and M&A
Investment & Deal Excellence
- Ensure financial reporting meets investor and lender requirements
- Implement robust controls and systems that satisfy due diligence requirements
- Develop and maintain systems for tracking against investment covenants and commitments
- Optimize working capital management and capital allocation strategies
- Provide strategic insights on valuation drivers and enterprise value optimization
The successful candidate will have:
- 10 years of financial leadership experience, with at least 5 years specifically in construction and/or manufacturing industries
- Bachelor’s degree in accounting, finance, or related field
- Proven success in executive-level financial advisory roles for companies raising capital, executing M&A transactions, or working with investor stakeholders
- Demonstrated ability to drive strategic growth initiatives and navigate complex transactions
- Have a love of entrepreneurial, growth-minded small businesses
- Experience managing multiple client relationships, preferred
- Strong mentoring and team development abilities
- Strong technical experience including financial modeling, due diligence, valuation, and deal structuring
- Growth mindset and commitment to continuous learning
Why All In One Accounting - The Benefits
All In One Accounting offers all of our delivery team positions as either full or part-time with a mix of client interaction and internal team comradery. We strive to meet team members where they're at - so our roles vary between onsite and fully remote.
Our company has been built by a team who likes to have fun, respect each other and works extremely hard to do right by each other and our clients. While working in a multi-client environment presents its own set of challenges, the greatest compliment we receive is that our work has changed the lives of our clients.
Our five core values of Commitment, Foresight, Relationships, Tenacity, and Teamwork are at the core of everything we do. We've created an environment of continuous growth and are excited to see your talents!
Compensation and Benefits
- Compensation: $125,000 - $165,000
- Annual Bonus: Up to 10% of salary
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Comprehensive benefits package including:
- Medical, dental, and vision insurance
- 401K
- Life insurance
- Long and short-term disability
- HSA, FSA, and dependent care options
- Professional development opportunities
All In One Accounting provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Salary : $125,000 - $165,000