What are the responsibilities and job description for the Vice President, CFO & Accounting Services position at CFOx?
Firm Overview
CFOx is an advisory firm that specializes in CFO, Transaction, and Accounting Services for the middle-market. We work with private equity firms and their portfolio companies, founder-owned businesses, investment banks, and investors nationwide.
Position Overview
Our CFO & Accounting Services group primarily serves private equity-backed companies and founder-owned businesses that need CFO & Accounting services to scale post-acquisition, gain visibility into their business, or/and prepare for a transaction.
CFOx is looking for a Vice President to work closely with the Director to provide strategic financial insights, drive operational improvements, and support growth initiatives of our clients. This role requires a deep understanding of private equity environments, strong financial acumen, and exceptional leadership skills.
Typical engagements include:
- Fractional or Interim CFO
- Post M&A transaction integrations and transitions
- Historical accounting clean-up
- Accounting processes, procedures, and systems implementation
- Financial planning & analysis (FP&A)
- Accounting services (i.e.: month-end close, financial statement preparation)
Location & Work Arrangements
This position can be located in any of our three offices. We offer flexible, hybrid work arrangements to promote employee well-being, balance, and long-term success.
Role Responsibilities
- Lead and oversee CFO Advisory and Transaction Services engagements, ensuring high-quality execution, strong client relationships, and timely delivery of impactful outcomes
- Prepare high-quality client deliverables, analyses, and reports that translate complex financial data into clear, actionable insights
- Assist in the design, enhancement, documentation, and implementation of internal processes, procedures, tools, and templates across service lines to improve scalability and consistency
- Engage in team operations and strategy discussions, contributing ideas and insights to support the group and organization’s growth
- Coach and mentor team members across levels, providing feedback, developing future leaders, and reinforcing the firm’s performance and culture expectations
Qualifications
- 4-8 years of public accounting or/and corporate finance experience
- 1-3 years of leadership experience
- Knowledge of GAAP and internal accounting systems and accounting processes such as inventory, accrual estimates, revenue recognition, fixed assets, and interim/year-end close
- Ideal candidates will have at least one of the following: CPA, CFA, MBA, or relevant Masters
- Willingness to travel up to 10% of the time, when applicable
Compensation
- Base compensation: $125,000/yr to $150,000/yr
- Bonus: Target 10-20%
- Commission: Sales Commission Eligible
- Benefits: Medical, Vision, Dental
- Retirement: 401k Match
CFOx does not accept unsolicited resumes from recruiters or staffing agencies. We ask that recruiters do not contact us regarding this position.
Salary : $125,000 - $150,000