Fractional CFO

Optima Office•San Diego, CA

10h•$120 - $150•Hybrid

About The Position

Optima Office is a female-owned company that provides Outsourced Accounting, Fractional CFO and COO services along with Human Resources Support. We serve over 300 companies across the United States, with a primary focus on the West Coast. We are a fast-growing company that continues to add clients and team members at a steady pace. Our vision is to have the highest client and employee retention in the industry, guided by the motto 'Happy Staff = Happy Clients'. Half of the company's profits are distributed as bonuses, and we emphasize work-life balance with flexible scheduling. We are looking for adaptable, technically strong, proactive communicators who are kind, collaborative, and self-starters. An Optima Office Fractional CFO acts as a key business partner to a client's CEO or business owner, offering strategic financial support on a part-time basis. This role involves managing client relationships, bringing financial expertise to the management team, and potentially managing other Optima Office accounting and finance staff. The position is contracted for specific strategic financial support, either for a defined project or ongoing services, and typically requires highly skilled professionals with extensive financial and operational experience.

Requirements

Bachelor’s degree or master’s degree in Accounting, Finance or Business-related field.
15 years progressive experience in a business, accounting, or finance environment.
Willing and able to work in a hybrid capacity - 3 days in office a week (San Diego)
Experience in a senior financial-management role, partnering with executive staff, resulting in the development and implementation of creative financial management strategies.
Experience working with information technology staff to manage finance and accounting software packages.
Excellent analytical and abstract reasoning skills, plus excellent organization skills.
Demonstrated leadership ability, team management, and interpersonal skills.
The ideal candidate will possess leadership and supervisory capabilities, solid operational and technical accounting skills and works proactively to drive results.
Demonstrated mentoring, coaching and organizational administrative skills.
This person is a self-starter, flexible, has a high level of integrity and is action and goal-oriented in a fast-paced, team-oriented, collaborative environment. Self-managed and ability to work independently while managing multiple projects and deadlines.
Must be PC proficient.
Thorough knowledge of general accounting including application of general accounting theory.
Ability to develop and maintain strong client relationships.
Must have strong experience with Microsoft Excel.
Strong verbal and written communication skills.

Nice To Haves

CPA
Experience working in a consulting environment or professional services firm.
Experience with QuickBooks and/or another automated accounting systems.
A variety of industry and software experience is considered a huge plus, but not required for staff level positions.

Responsibilities

Oversee preparation of month-end, quarter-end, and year-end financial statements.
Review all month-end closing activities including general ledger maintenance, balance sheet reconciliations and overhead cost allocation.
Enhance and implement financial and accounting systems, processes, tools, and control systems.
Serve as a key point of contact for external auditors; manage preparation and support of all external audits.
Oversee budgets and cash flow planning and communicate availability of funds, as needed.
Oversee financing strategies and activities, as well as banking relationships.
Develop and utilize forward-looking, predictive models and activity-based financial analysis to provide insight into the organization’s operations and business plans.
Promote efficient accounting and financial reporting workflow.
Assist with the formation of Client work plans and monitor, measure & report progress.
Train, support, and mentor the professional development of Optima Office staff.
Continually source and implement best practices and make recommendations.
Work with the Client’s Board of Directors, as requested, to provide financial reporting and analyses.
Operate under the highest standards of courtesy, professionalism, and ethics.
Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.
Delegate authority for the disbursement, banking, protection, and custody of funds, securities, and financial instruments.