Company Description LEAP Advisory provides fractional CFO, Controller, and Accounting services that give businesses access to experienced financial leadership without the cost of building a full in-house team. The firm supports clients with day-to-day accounting, cash flow management, financial strategy, and systems and process improvement to strengthen their financial foundation for growth. With a presence in Tulsa, Oklahoma, and Northwest Arkansas, LEAP Advisory helps organizations navigate financial challenges, improve operations, and plan confidently for the future.
Clients gain a trusted advisor focused on long-term success and equipped to deliver practical financial insight and support. Service offerings include fractional CFO support, controller and accounting services, audit readiness, system implementation, efficiency studies, business formation, and special projects.
Role Description The Director role at LEAP Advisory is a full-time, remote position. The Director will oversee client engagements, providing strategic financial leadership across fractional CFO, controller, and accounting services, including cash flow management, financial reporting, and process optimization. This role includes managing and mentoring team members, ensuring quality and consistency in deliverables, and maintaining strong client relationships as a trusted advisor.
The Director will collaborate with clients to design and implement financial systems, support audit readiness, and lead special projects related to efficiency, departmental documentation, and business formation. The position also involves contributing to firm growth through business development activities, thought leadership, and continuous improvement of internal methodologies and tools.
Qualifications
Demonstrated expertise in corporate finance, accounting principles, and financial reporting, preferably within fractional CFO or controller services.
Experience leading financial strategy, budgeting, forecasting, and cash flow management for small to mid-sized businesses.
Proficiency in accounting systems and ERP platforms, with a track record of successful system implementation and process improvement.
Strong leadership skills, including team management, mentoring, and the ability to coordinate cross-functional projects.
Excellent communication, presentation, and client-facing skills, with the ability to translate complex financial information into clear guidance.
Proven ability to manage multiple engagements, prioritize deadlines, and maintain high standards of accuracy and compliance.
Bachelor’s degree in Accounting, Finance, Business, or a related field; CPA, CMA, or MBA is strongly preferred.
Experience working with privately held businesses or entrepreneurial environments in Tulsa, OK or similar markets is a plus.