About the role
CFO Advisory Services – Senior Manager
Location: Cleveland, OH Job Type: Full-Time Compensation: $140,000–$180,000 annually
About the Opportunity
A well-established, growing accounting and advisory firm is seeking an experienced CFO Advisory Services Senior Manager to join its consulting practice in Cleveland, Ohio.
This opportunity is ideal for a strategic finance professional who enjoys working directly with business owners and executive leadership teams to improve financial performance, strengthen operations, and support critical business decisions.
The position combines hands-on fractional CFO consulting, financial strategy, operational improvement, and client relationship development. The successful candidate will play an important role in delivering high-impact advisory services while helping expand the firm's CFO advisory practice.
Key Responsibilities
Fractional CFO & Financial Advisory • Lead and manage fractional CFO engagements for clients across various industries. • Develop financial models, budgets, forecasts, and strategic financial plans. • Build cash-flow management and forecasting tools to improve financial visibility. • Partner with executive leadership to establish KPIs and improve financial performance. • Evaluate accounting and finance functions and recommend operational improvements. • Enhance month-end closing, financial reporting, and management analysis.
Strategic Finance & Special Projects • Conduct product, service, and customer profitability analyses. • Perform cost studies and identify opportunities to improve margins. • Assess and optimize ERP systems and financial reporting processes. • Support buy-side and sell-side due diligence activities. • Assist clients with acquisitions, refinancing, and restructuring initiatives. • Provide financial insights supporting long-term strategic decisions.
Client Relationships & Practice Development • Serve as a trusted financial advisor to business owners and executive teams. • Manage multiple client engagements while ensuring exceptional service delivery. • Identify opportunities to expand existing client relationships. • Collaborate with internal business development teams to generate new engagements. • Develop relationships with referral partners and professional networks. • Contribute to the continued growth of the CFO advisory and outsourced accounting practice.
Qualifications • Significant progressive experience in accounting, financial leadership, or advisory services. • Background in fractional CFO services, financial consulting, or senior corporate finance leadership. • Strong financial modeling, budgeting, forecasting, and cash-flow management capabilities. • Experience advising executive leadership and business owners. • Understanding of financial reporting, accounting operations, and ERP systems. • Ability to manage multiple client engagements and competing priorities. • Strong communication, presentation, and relationship-management skills. • Demonstrated ability to identify business challenges and develop practical financial solutions. • Experience developing client relationships or generating advisory opportunities.
Preferred Qualifications • CPA designation. • Previous experience with a CPA firm, CFO advisory practice, or outsourced accounting group. • Experience supporting mergers and acquisitions, due diligence, or restructuring. • Background in financial transformation and process improvement. • Established professional referral network.
Why Consider This Opportunity? • Join an established accounting and advisory organization with a strong reputation. • Work directly with business owners and executive leadership teams. • Gain exposure to diverse industries and complex financial challenges. • Take ownership of strategic advisory engagements. • Help expand a growing CFO consulting practice. • Access professional development and career advancement opportunities. • Benefit from a people-focused culture that values flexibility, collaboration, and professional growth.
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