CFO Advisory Consultant

Sweeney Conrad•Kirkland, WA

1d•$135,000 - $189,000•Hybrid

About The Position

We're looking for a strategic, client-facing professional with a background in accounting — ideally with experience in both public accounting (audit) and private industry (controller or CFO-level). This role is essential to execute on our Proactive Accounting engagements. You'll serve as an outsourced CFO for a portfolio of clients, translating financial data into strategic guidance that shapes how they run their businesses. This position reports directly to the Principal, Director of Client Accounting & Advisory Services and is based in Kirkland, Washington, with a hybrid work schedule.

Requirements

Bachelor's degree required in accounting or finance
A minimum of eight (8) years of progressive experience, ideally including at least three (3) years in public accounting (audit preferred) and three (3) years in private industry in a Controller or senior finance role
Demonstrated experience operating at or near the CFO level, including strategic planning, forecasting, scenario analysis, and executive-level communication
Strong knowledge of GAAP and financial reporting standards
A track record of managing multiple client relationships or business units simultaneously, with strong organizational and prioritization skills
Excellent written and verbal communication skills, with the ability to translate financial details into clear guidance for non-financial stakeholders
Demonstrates a curious and collaborative mindset, consistently bringing thoughtful solutions and insights to clients and leadership
Ability to work effectively across a diverse team environment, including coordination with offshore/global team members

Nice To Haves

Certified Public Accountant (CPA) designation preferred
Certified Management Accountant (CMA) designation is a plus

Responsibilities

Serve as the outsourced CFO for a dedicated portfolio of clients, acting as a trusted strategic advisor to ownership and leadership teams
Lead forecasting, budgeting, and cash flow strategy to support client decision-making in real time
Build dashboards and KPI reporting (leveraging tools such as Reach Reporting) that turn financial data into forward-looking insight
Analyze financial statements, including income statements, balance sheets, and cash flow statements, to identify trends, risks, and opportunities
Advise clients on best practices for accounting and finance operations, including process improvement and systems evaluation/implementation
Partner with key client stakeholders to lead change management through growth, transitions, or operational shifts
Support pre-sale and pre-acquisition diligence as needed
Manage and prioritize a portfolio of clients independently, balancing virtual and on-site engagement
Collaborate with internal account teams (including our Global Team) to ensure the right work happens at the right level
Perform other duties as assigned by the department managers