What are the responsibilities and job description for the CFO Consultant position at Springline Advisory?
About Our Team:
Christy Paddock Advisors, LLC is continuing to grow and has a new opening for a qualified and experienced accounting professional to join our team as a CFO Consultant. Christy Paddock Advisors has been in business since 2016, assisting organizations throughout the greater Indianapolis area with their finance and accounting needs. For more information about our business and our team of professionals, please visit our website at ChristyPaddockAdvisors.com.
About the Role:
As a CFO Consultant you will join our team of professionals to provide accounting and reporting services to various clients. You will work closely with business owners and finance teams to help streamline processes, close and reconcile financial records, manage cash, provide timely and accurate reporting, and work toward the company’s financial goals. We also help businesses buy and sell companies and complete interim, project, and assessment-based work.
Our consultants work normal business hours, experience a variety of industries, and leverage their natural curiosities and skills to make a difference. Growth and promotions are based on ability and how fast someone wants to learn, not waiting for someone to retire. Our staff is comprised of highly skilled, quick learners, with great personalities. We enjoy our work, are excited about opportunities, and have fun!
What You’ll Do:
- Act as trusted financial advisor to CEOs/founders/leadership: develop strategy, monitor financial health, and drive performance improvement.
- Oversee or guide the finance function of client engagements: budgeting, forecasting, cash‑flow management, KPI dashboards.
- Implement or enhance financial controls, reporting systems and processes.
- Conduct financial and operational analysis: identify cost savings, revenue opportunities, and efficiency gains.
- Support funding rounds, acquisitions, or exit planning where applicable.
- Work across multiple client engagements simultaneously, managing scope, timelines and deliverables.
- Build relationships with clients, understand their business model, and tailor solutions accordingly.
About You:
- Bachelor’s degree in accounting or related field is required. CPA and/or MBA is preferred.
- 8 years of senior accounting experience, with at least 2 years in public accounting, is strongly preferred. Prior CFO, or similar, experience is a plus.
- Proficient in financial modeling (three‑statement models, scenario planning, breakeven/risk/sensitivity analysis).
- Proven track record of improving financial performance, streamlining operations, and advising executive teams.
- Exceptional communication and interpersonal skills—able to present complex financial information to non‑finance executives.
- Able to work independently in a remote/fractional consulting structure, managing multiple engagements and priorities. Ability to also work as part of a team.
- Possess a positive attitude, be able to produce our core focus, and exhibit our core values.
- Proficient in financial systems (QuickBooks, NetSuite, Xero, etc.), AI, BI/dashboard tools and advanced Excel skills.
Why Join Us:
We’re growing rapidly and constantly evolving, allowing our team members to share their unique perspectives, solve new challenges, and own their careers. We’re committed to supporting your happiness, health, and overall well-being by providing comprehensive benefits and perks, including:
- Dynamic and Innovative Work: An opportunity to play a critical role within a rapidly growing firm with a supportive and collaborative culture.
- Growth Opportunities: A dynamic and supportive environment where your contributions will directly impact the firm’s growth and success and share in the rewards.
- Collaborative Culture: A team-oriented culture that values innovation, entrepreneurial spirit, and growth mindset.
- Competitive Compensation: A comprehensive salary and benefits package, including performance-based incentives and growth opportunities.
Christy Paddock Advisors, LLC is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
#LI-JL1