Role Description
This is a strategic-focused role where you'll work closely with owners to build financial strategy, support critical decisions through modeling, and serve as their executive finance voice.
-
Work at a deep level with 2-4 VisionPath clients at a time.
-
Develop financial strategy in partnership with owners rather than presenting it to them.
-
Drive decision-making through rigorous modeling on pricing, contracts, capital structure, and transactions.
-
Architect the reporting framework for each business.
-
Act as a trusted advisor, coaching and leading clients through difficult conversations and decisions.
-
Manage relationships with external parties who touch the numbers: lenders, advisors, CPAs.
-
Serve as the most senior finance voice in rooms supporting owners and leadership teams.
Qualifications
-
10+ years of experience as a CFO or in a similar role.
-
Direct experience with owner-led businesses under $50 million in revenue.
-
Preferred experience across various business functions, including operations, HR, marketing, sales, and IT.
-
Direct experience building financial models for strategic decisions.
-
M&A, capital structure, or exit advisory experience.
-
Track record managing relationships with external stakeholders: lenders, investors, advisors, or board members.
-
Experience conducting board-level financial reviews or C-suite advisory work.
-
Deal structuring and financial engineering capability.
-
Can independently develop financial strategy and present to ownership.
-
A positive, happy attitude and a good sense of humor.
-
Responsive and timely in communications with clients and the internal team.
-
Must have a computer, stable internet connection, and professional E&O insurance.
-
Candidates should operate as a 1099 independent contractor and have their own LLC.
Requirements
-
Compensation: $150/hr
-
No Business Development: You will not be responsible for bringing in your own clients, VisionPath clients will be delegated to you.
-
Flexible working arrangements as an independent contractor.
-
Shadowing and onboarding support to ensure a smooth transition.
Benefits
-
VisionPath CFO is an equal opportunity employer.
-
All qualified applicants will receive consideration for employment 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.