Senior Fractional CFO

Crete Professionals AllianceAventura, FL
Remote

About The Position

Northstar Financial Advisory is a fast-growing outsourced accounting, bookkeeping, and tax firm supporting small to mid-sized businesses, with a foundation in the cannabis space and expanding into construction, healthcare, SaaS, and ecommerce. This role is designed for a leader to step in as a CFO, backed by a full finance team, to actively drive business strategy rather than just consulting or reporting. The Senior Fractional CFO will lead a fully integrated finance team, utilizing real-time data to provide timely and impactful advice to clients. The position focuses on building scalable, consistent, and excellent client service within a modern, tech-enabled finance model, influencing strategy for entrepreneurial businesses.

Requirements

  • 8+ years in accounting or finance leadership
  • Experience as a CFO, VP Finance, or senior finance leader
  • Strong modeling, forecasting, and strategic thinking skills
  • Ability to translate numbers into business decisions
  • Comfortable managing multiple clients in a fast-paced environment

Nice To Haves

  • CPA
  • Client-facing experience

Responsibilities

  • Lead and develop Northstar’s client-facing CFO function across multiple engagements
  • Manage, coach, and mentor CFOs and senior finance leaders serving clients
  • Own Financial Planning & Analysis (FP&A), including budgeting, forecasting, and variance analysis
  • Oversee client health, delivery quality, and escalation management across the portfolio
  • Partner with the CEO to ensure client service is scalable, consistent, and excellent
  • Build repeatable processes, best practices, and accountability across the client-facing team
  • Own cash flow, forecasting, and budgeting
  • Develop KPIs and dashboards that drive decisions
  • Present to boards, investors, and lenders
  • Guide capital strategy and transaction support (M&A, financing, etc.)
  • Partner on tax strategy in real time
  • Set the standard for client communication, strategic guidance, and financial leadership

Benefits

  • Health, Dental, and Vision Insurance (with options for fully paid employee-only coverage for health and dental)
  • Company-Paid Life and Long-Term Disability Insurance
  • Ancillary Benefits such as supplemental life insurance and short-term disability options
  • Classic Safe Harbor 401(k) Plan with employer contributions
  • Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
  • Supportive and inclusive workplace
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