Senior Associate, CFO & AS Services

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 middle-market private equity-backed companies and founder-owned businesses that need CFO & Accounting services to scale, gain visibility into their business, or/and prepare for a transaction.

CFOx is looking for a Senior Associate to work closely with our Directors and Vice Presidents to provide strategic financial insights, drive operational improvements, and support growth initiatives of our clients. This role requires an understanding of private equity environments, strong accounting & 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, bill pay)

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

• Support and execute CFO & Accounting Services client engagements
• Prepare client deliverables, analyses, and reports
• Improve and implement internal processes, procedures, and templates for the firm
• Active involvement in the firm’s business development efforts
• Active participation in company operations and strategy

Qualifications

• 2-4 years of public accounting and/or corporate finance experience
• Previous audit experience is preferred
• CPA license is preferred

Compensation & Benefits

• Base Salary: $90,000 - $110,000
• Bonus: Discretionary (Target: 10-20%)
• Commission: Sales Commission Eligible
• Benefits: Medical, Vision, Dental
• Retirement: 401k Match