What are the responsibilities and job description for the Fractional Finance Manager/Controller position at Collaborative Vision?
ABOUT US:
Our client is a consultancy that helps companies reach their potential faster with a higher probability of success. We provide a veteran team that works alongside the client to develop and execute business plans, go-to-market and operational strategies.
POSITION SUMMARY:
We are seeking an experienced Finance Manager / Controller to lead financial planning, reporting, cash flow management, revenue modeling, forecasting, and P&L support and a portfolio of client accounts, with a particular focus on consumer electronics and technology clients.
This role is both internal and client-facing. The ideal candidate will be able to operate at the controller level while also serving as a finance business partner to client teams. They should be comfortable leading month-end and year-end close, building financial models, analyzing revenue and margin performance, creating cash flow forecasts, and translating financial data into clear business recommendations.
The ideal candidate will bring strong financial judgment, consumer electronics experience, and the ability to help clients make better decisions around revenue, cost structure, cash flow, inventory, profitability, and growth.
ESSENTIAL FUNCTIONS:
Financial Leadership & Client Advisory
- Serve as a finance lead and controller-level resource and assigned client accounts
- Partner with client teams to manage financial planning, reporting, forecasting, and business performance analysis
- Provide financial visibility and recommendations to support revenue growth, margin improvement, cash management, and operational decision-making
- Lead financial conversations with internal stakeholders, client leadership teams, and cross-functional partners
- Support clients in building stronger financial processes and operating rhythms
- Develop reporting packages, dashboards, and executive summaries for client and internal leadership review
- Translate financial results into clear, practical insights for non-finance stakeholders
Consumer Electronics Financial Operations
- Support financial operations for consumer electronics clients, including inventory, freight, landed cost, channel revenue, customer programs, and retail partner requirements
- Drive financial planning tied to product launches, channel expansion, retail programs, and seasonal demand
- Partner with sales, operations, logistics, and client teams to connect financial planning with real-world business activity
- Help clients improve visibility into revenue, margin, inventory, and working capital performance
- Provide hands-on accounting support where needed across assigned client accounts
- Partner with AP/AR team members to ensure client accounting activity is complete, timely, and accurate
Financial Planning, Forecasting & Revenue Modeling
- Build and maintain revenue models, financial forecasts, and scenario planning tools and assigned client accounts
- Support annual planning, rolling forecasts, and revenue projections
- Partner with client and internal teams to forecast revenue, demand, margin, expenses, inventory needs, and cash requirements
- Support demand planning and inventory-related financial analysis for consumer electronics clients
P&L and Cash Flow Management
- Prepare, review, and analyze client P&Ls, cash flow reports, budget-to-actuals, and financial performance summaries
- Monitor revenue, cost of goods sold, gross margin, operating expenses, contribution margin, and cash position
- Support cost-to-serve analysis, pricing analysis, channel economics, and account profitability reviews
Month-End & Year-End Close
- Lead month-end close processes and assigned client accounts
- Ensure accurate and timely close activities, including reconciliations, accruals, inventory-related entries, prepaid expenses, payroll entries, and other close requirements
- Review financial statements and supporting schedules for accuracy and completeness
- Lead year-end close processes and support preparation of year-end documentation
- Coordinate with internal accounting team members, external accountants, and client stakeholders as needed
- Support 1099, W-9, audit, tax, and compliance documentation as required
Systems, Process & Controls
- Use and improve accounting, finance, and reporting systems, including QuickBooks and ERP platforms
- Support development of scalable finance processes, reports, and documentation
- Improve controls around close, revenue recognition, inventory & expense management
- Help clients move from reactive accounting processes to strong financial planning and management practices
QUALIFICATIONS: