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Fractional CFO – Partnering with Owners to Build More Profitable Companies
How To MANAGE a Small Law Firm. Serve as the direct financial partner and advisor to approximately 30 client businesses .
About the role
Key responsibilities & impact- Serve as the direct financial partner and advisor to approximately 30 client businesses
- Review financial statements and identify where profitability is being won or lost
- Build forecasts, budgets, cash flow strategies, and KPI dashboards
- Work one-on-one with owners on pricing, margin improvement, and operational profitability
- Partner with owners on strategic growth decisions and hold them accountable to their goals
- Help businesses become less reactive and more financially disciplined
- Build trusted, long-term relationships comparable to an in-house CFO partnership
- Focus on strategic financial advising while HTM provides clients, systems, and infrastructure
Requirements
What you’ll need- 10+ years as a CFO, with the majority spent directly advising small to mid-sized business owners
- Experience serving businesses with approximately $1M–$35M+ in revenue
- Direct, hands-on experience partnering with business owners on pricing, margin improvement, cash flow strategy, and growth planning
- Track record of advising multiple owner-led businesses as a CFO, Fractional CFO, Outsourced CFO, Virtual CFO, Business Advisor, or similar
- Experience managing multiple client/owner relationships simultaneously
- Strong financial analysis, forecasting, and strategic planning skills
- Ability to translate financial data into actionable recommendations for business owners
- Bachelor's degree or equivalent professional leadership experience
- Must currently reside in AZ, CO, FL, GA, IL, MD, MI, NC, NJ, NY, PA, TX, VA, or WA
- Must be authorized to work in the U.S. without sponsorship
- No legal industry experience required
- Ideal candidates may have service-based industry experience, full ownership of financial strategy, and experience helping owners scale their businesses
Benefits
Comp & perks- $110,000 base salary plus performance compensation
- Medical, dental, and vision insurance (75% employer-paid)
- Company-paid short- and long-term disability
- 401(k) with company match
- Unlimited PTO
- Paid Thanksgiving-week shutdown
- One additional mandatory paid week off
- Employee Assistance Program (EAP)
- Pet insurance
- Legal insurance
- Professional and executive leadership development
- Full-time W-2 employment
- HTM-provided clients, systems, infrastructure, and support staff
- No business development or client acquisition responsibilities
- Predictable income with performance upside