Job description
Job title
CFO - Financial Solutions
Department
BELAY Financial
Reports to
CFO Manager
Classification
Full-Time, Exempt
Work Location
Remote
Travel Requirement
Occasional travel is required, including attendance at BELAY's annual company Summit and other business meetings as needed.
Job purpose
As part of BELAY’s Fully Accountable division, the CFO - Financial Solutions serves as a strategic financial advisor and fractional CFO to growing small- and mid-sized businesses. This role helps clients improve financial visibility, strengthen decision-making, optimize cash flow, and support sustainable growth.
The CFO combines financial expertise with business insight to provide strategic guidance while partnering closely with internal accounting team members to deliver accurate, timely, and high-quality financial support. This role leads client engagements, proactively identifies risks and opportunities, and helps clients navigate periods of stabilization, growth, and transition
Essential Functions
As a BELAY Corporate Team member, you will professionally represent the company in all virtual and in-person interactions. You are expected to exemplify our mission, vision, and core values while fostering a collaborative and positive team environment.
Financial Strategy & Advisory
Lead financial strategy, planning, budgeting, and forecasting for assigned clients
Develop and maintain budgets and 13-week rolling cash flow forecasts
Analyze financial performance and translate results into actionable business insights
Advise client leadership on growth initiatives, operational efficiency, cash flow, and risk management
Identify financial risks, opportunities, and compliance considerations that may impact client performance or growth
Support clients through periods of stabilization, growth, and business transition
Client Leadership & Service
Serve as a trusted financial advisor and strategic partner to client leadership
Deliver timely monthly financial reporting, executive-level insights, and recommendations
Lead financial discussions and communicate complex financial information in a clear, practical manner
Monitor client engagement health and proactively identify opportunities for additional support, resources, or services
Manage multiple client relationships and competing priorities while maintaining timely, high-quality service
Cross-Functional Partnership
Partner closely with accounting team members to ensure accurate financial reporting and alignment between day-to-day accounting activities and strategic financial priorities
Provide financial guidance and direction while maintaining visibility into full-cycle accounting activities
Collaborate across BELAY teams to support client needs and deliver a consistent client experience
Identify and communicate opportunities to improve processes, financial visibility, and overall client outcomes
Skills & Competencies
Strategic financial planning and business advisory
Financial analysis, budgeting, forecasting, and cash flow management
Strong business acumen and financial judgment
Client relationship management and consultative communication
Ability to translate financial information into clear, actionable recommendations
Leadership, collaboration, and influencing skills
Strong organization and prioritization across multiple client engagements
Adaptability and problem-solving in evolving business environments
Proficiency with accounting, financial reporting, and business technology platforms
Minimum Qualifications
Bachelor’s degree in Accounting, Finance, Economics, Business, or a related field, or an equivalent combination of education and experience
6–8 years of experience as a CFO or in a senior-level strategic finance role
Strong understanding of full-cycle accounting with the ability to provide strategic financial guidance based on underlying accounting activity
Demonstrated experience with financial planning, budgeting, forecasting, cash flow management, and financial analysis
Experience managing multiple clients, engagements, or competing priorities while delivering accurate and timely work
Strong client-facing communication and relationship management experience
Preferred Qualifications
CPA, MBA, or other relevant advanced degree or professional certification
Experience in a fractional CFO, outsourced accounting, or professional services environment
Experience advising small- and mid-sized businesses or startups
Experience supporting inventory-based retail or e-commerce, creative or project-based businesses, or technology companies
Experience with platforms such as QuickBooks Online, Fathom, Shopify, Cin7, and Amazon
Working knowledge of accounting and tax methodologies and small business financial considerations
Skills & Competencies
Strategic financial planning, forecasting, budgeting, and cash flow management
Strong financial analysis and business acumen
Ability to translate complex financial information into clear, actionable recommendations
Strong client relationship management and consultative communication skills
Ability to influence and advise business leaders as a trusted financial partner
Strong leadership, collaboration, and problem-solving skills
Ability to manage multiple client engagements and competing priorities
Strong organization, attention to detail, and accountability
Adaptability in fast-paced and evolving business environments
Proficiency with accounting, financial reporting, and business technology platforms
Working Conditions
BELAY is a remote-first organization. This role requires a dedicated home office, regular use of virtual collaboration tools, and a work schedule that aligns with business needs and BELAY's core collaboration hours. Occasional travel or flexibility outside standard business hours may be required based on the role.
Physical Requirements
Prolonged periods of sitting and computer use.
Frequent participation in virtual meetings.
Ability to communicate effectively through video conferencing, email, and phone.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
Direct Reports
None
Disclaimer
This job description is intended to describe the general nature and level of work performed by individuals assigned to this position. It is not intended to be an exhaustive list of all responsibilities, duties, or qualifications. Responsibilities may change from time to time based on business needs, and team members may be assigned additional duties as needed.
Equal Employment Opportunity
BELAY is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other protected status under applicable law.
For Recruiter Only:
Salary Range: $120k - $175k
Location Requirements:
This role is remote within the U.S. However, due to employment and tax compliance considerations, we are currently unable to hire employees in the following states: California, New York, Illinois, Oregon.
Originally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.