Financial Leadership Consultant

14 hours ago


Tampa, Florida, United States Atlantix Partners Full time
About CFO Alliance

CFO Alliance is a proud affiliate of Atlantix Partners LLC, a leading provider of financial services to innovative companies. Our team of experts serves clients ranging from well-funded startups to high-growth private equity-backed companies, helping them navigate intense periods of change and growth.

We foster a supportive and collaborative work environment, committed to the growth and development of our employees. Our mission is to create a positive impact for our clients, and we're looking for like-minded individuals to join our team.

We're seeking a talented and experienced professional to partner with our clients, providing financial leadership and guidance. The ideal candidate will have a strong background in accounting and finance, with experience in leadership roles and a proven track record of success.

The successful candidate will be responsible for:

  • Partnering with team members to meet client stakeholder needs
  • Performing all accounting functions, including budgeting, forecasting, and month-end close
  • Recommending and implementing process improvements to streamline and automate financial processes
  • Demonstrating executive function capability, including strategic thinking and decision-making
  • Assisting in the creation of C-Suite slide decks and participating in client meetings
  • Partnering with companies at various stages of growth, from startups to scale-ups
  • Utilizing MS Excel and other software to complete accounting and finance duties
  • Traveling to client sites in the Tampa Bay Area on occasion

Requirements for the position include:

  • Bachelor's Degree in Accounting or related field
  • Minimum of 12 years of progressive experience in finance and accounting roles
  • Experience in leadership accounting or financial roles for small, midsize, or startup companies
  • Public or private accounting/consulting experience strongly preferred
  • Advanced Excel and modeling skills
  • Strong accounting and finance knowledge and experience
  • Private equity and/or mergers and acquisitions experience preferred
  • MBA or dual degree in finance, CPA, CMA, or other certifications preferred
  • Ability to learn new software programs quickly

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