Note: The job is a remote job and is open to candidates in USA. Series Next Solutions is a scaling start-up based in New Orleans, LA, that provides fractional CFO services to growth-stage companies. The Fractional CFO will manage client relationships, provide financial expertise, and leverage the Client Operations team to deliver high-quality financial services.
Responsibilities
• Manage client relationships: act as the primary point of contact for their clients from onboarding phase until their successful graduation, as well as the conduit for the flow of information between the client and the Client Operations team
• Use SNS tools & team: leverage the full SNS Client Operations team and the tools they build and maintain to efficiently and consistently provide SNS’s standard of service to our clients
• Execute monthly client meetings: provide CFO-level expertise on behalf of SNS for clients’ monthly financial reviews and forward-looking strategy discussions
• Construct and deliver ad hoc financial analyses: provide Financial Planning & Analysis expertise as one-off questions arise between the monthly meetings
• Serve as Fractional Controller: recommend and implement accounting processes, as well as review monthly close process steps for correctness and consistency
Skills
• 5+ years building and working with financial models
• Advanced Excel competency
• Familiarity with GAAP accounting concepts
• Finance leadership
• Experience leading a team
• QuickBooks Online experience
Benefits
• Benefits package if you opt for a full-time arrangement, including health insurance, dental, vision, 401(k), short-term and long-term disability, and an open-ended vacation policy
• We are willing to discuss full-time, part-time, hybrid, or remote working arrangements
Company Overview
• Series Next Solutions is a management consulting firm that offers financial modelling, business intelligence, accounting, and reporting. It was founded in 2020, and is headquartered in New Orleans, Louisiana, USA, with a workforce of 11-50 employees. Its website is https://seriesnextsolutions.com/.