About The Position

An established, growing accounting and advisory firm is seeking a CFO Advisory Services Senior Manager for its consulting practice in Cleveland, Ohio. The role combines hands-on fractional CFO consulting, financial strategy, operational improvement, and client relationship development. The successful candidate will deliver advisory services to business owners and executive leadership teams, help improve financial performance and operations, support important business decisions, and contribute to the growth of the firm's CFO advisory practice. The Senior Manager will lead fractional CFO engagements across industries; develop financial models, budgets, forecasts, and strategic financial plans; and create cash-flow tools and KPIs that improve financial visibility and performance. The role also includes evaluating accounting and finance functions, improving close and reporting processes, conducting profitability and cost analyses, assessing ERP systems, and supporting due diligence, acquisitions, refinancing, and restructuring. The position involves managing multiple client engagements, serving as a trusted advisor, developing existing client relationships, collaborating on business development, and cultivating referral and professional networks. The posting lists an annual compensation range of $140,000–$180,000, depending on experience, qualifications, and advisory leadership background; actual compensation and incentive arrangements will be confirmed during the interview process. The firm describes its culture as people-focused and values flexibility, collaboration, and professional growth, with professional development and career advancement opportunities.

Requirements

  • 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.

Nice To Haves

  • 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.

Responsibilities

  • 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.
  • 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 to support long-term strategic decisions.
  • 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 growth of the CFO advisory and outsourced accounting practice.

Benefits

  • Professional development and career advancement opportunities.
  • Flexible, collaborative, people-focused culture that values professional growth.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service