Strategic Financial Lead (Fractional or Retired CFO)

Assisting Hands of Collegeville•Collegeville, PA

5d•Hybrid

About The Position

We are a growing, EOS-driven home care organization dedicated to providing exceptional care in our community. We don’t need a bookkeeper; we need a Strategic Financial Leader. We are seeking someone who enjoys the "puzzle" of gross margins and the discipline of forecasting to join our leadership team as a trusted advisor to our President. This role offers true autonomy, mission-driven work, and a strategic seat at the table, allowing you to own financial modeling and long-range planning without the daily corporate grind. Your goal is to remove the President from the day-to-day tactical finance so they can focus on the vision.

Requirements

Deep background in GAAP and enterprise-level financial modeling.
Data-first decision-maker who takes ownership.
Disciplined, structured thinking style is a must.
Strong ethical compass and a direct, drama-free communication style.
Satisfaction in building scalable financial systems and documenting SOPs that allow the organization to grow without overwhelm.
Ability to take complex GAAP concepts and "level them up" so the rest of the leadership team gains a higher level of financial literacy.

Nice To Haves

Experience with the Entrepreneurial Operating System (EOS) is a plus.

Responsibilities

Monitor caregiver pay-to-bill ratios and identify margin leakage before it becomes a problem.
Maintain a rolling 6-12 month cash forecast and model the financial impact of hiring and expansion.
Present financial clarity during our weekly Level 10 meetings, identifying and solving issues without defensiveness.
Oversee budget-to-actual variance and ensure our financial systems are scalable and audit-ready.
Elevate the financial literacy of our leadership team, translating operational decisions into clear financial impacts.