Fractional Chief Financial Officer

CAP3•Wilmington, NC
•Onsite

About The Position

CAP3 is seeking an experienced, motivated, and relationship-driven Fractional Chief Financial Officer to serve as a trusted financial advisor to a portfolio of clients across various industries. The role helps business owners and leadership teams strengthen financial operations, improve profitability, and achieve business goals through financial strategy, analysis, and actionable recommendations. The CFO works collaboratively with client leaders and CAP3|Reveal colleagues, builds lasting relationships, contributes to team development, and supports continuous improvement and exceptional client service. The position is full-time, exempt, and in-office in Wilmington, North Carolina.

Requirements

  • Bachelor's degree or higher in Accounting, Finance, or a related field.
  • Minimum of 10 years of relevant experience.
  • Management accounting experience.
  • Experience preparing, reviewing, and analyzing financial statements and variance reports.
  • Experience managing and supervising team members, including reviewing work and providing constructive feedback.
  • Experience overseeing payroll policies and processes.
  • Proficiency in Microsoft Excel and experience with QuickBooks Online or other accounting platforms.
  • Strong financial analysis, strategic planning, and problem-solving skills.
  • Excellent communication, organizational, and presentation skills.
  • Confidence communicating with business owners, executives, and other professionals.
  • Ability to manage multiple clients, priorities, and deadlines.
  • Strong attention to detail, professionalism, integrity, and discretion.
  • Willingness to embrace new technology, welcome feedback, and continue growing professionally.
  • Positive attitude, collaborative mindset, and commitment to delivering outstanding client service.

Nice To Haves

  • CPA license.
  • Experience with Microsoft Teams and other cloud-based business applications.

Responsibilities

  • Serve as a trusted financial advisor and fractional CFO for a portfolio of clients across various industries.
  • Lead financial strategy, budgeting, forecasting, cash flow management, and long-term planning.
  • Analyze financial statements, performance dashboards, and key performance indicators to identify opportunities for growth and improvement.
  • Help business owners make informed decisions regarding profitability, liquidity, debt, capital investments, and operational efficiency.
  • Lead productive client meetings and translate complex financial information into clear, actionable recommendations.
  • Partner with client leadership teams to establish goals and develop strategies for long-term success.
  • Review and validate financial reporting and accounting work prepared by internal team members.
  • Collaborate with fellow CAP3|Reveal CFOs to share ideas, perspectives, and best practices.
  • Build strong, lasting relationships with clients and external business partners.
  • Identify opportunities to provide additional services that bring value to clients.
  • Mentor, encourage, and support CAP3|Reveal team members in their professional development.
  • Assist with special projects, process improvements, documentation, and accounting platform transitions.
  • Support client-facing accounting and transaction-processing responsibilities when needed.
  • Champion continuous improvement, accountability, and exceptional client service.
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