Company: VisionPath CFO

Title: Fractional CFO

Location: Remote (US Based)

Employment Type: Fractional (1099)

Compensation: $150.00/hr

About VisionPath CFO

VisionPath CFO empowers owner-led businesses, generally between $5 million and $50 million in revenue, with clear, strategic financial guidance to drive sustainable growth. We serve a variety of industries, including; professional services, project based firms, nonprofits, and multi-entity organizations, franchisors and healthcare.

What sets us apart isn't technical depth; most firms have that. It's that we say things in plain language. An owner who has never read a balance sheet should leave our meetings knowing what to do on Monday morning. Every CFO who works with us is held to that standard.

About the Role:

This is a strategic-focused role where you'll work closely with owners to build financial strategy, support critical decisions through modeling, and serve as their executive finance voice.

In this role, you work at a deep level with 2-4 VisionPath clients at a time. Your core work is developing financial strategy in partnership with owners rather than presenting it to them. This means driving decision-making through rigorous modeling on pricing, contracts, capital structure, and transactions, and architecting the reporting framework for each business. In addition to developing financial strategy, you will act as a trusted advisor, coaching and leading the clients through difficult conversations and decisions.

Managing relationships with external parties who touch the numbers is essential: lenders, advisors, CPAs. You'll serve as the most senior finance voice in rooms supporting owners and leadership teams with these relationships.

Key Responsibilities

Own the client relationship as their primary finance strategic partner. You'll build trust through a deep understanding of their business challenges, strategic goals, and financial aspirations. You'll maintain an active presence in their decision-making process, not just during crises.
Develop and refine financial strategy in partnership with owners. Build financial models that support critical decisions: pricing changes, contract economics, acquisition math, capital structure, and exit readiness.
Architect the reporting and metrics framework for each client. Determine what the business should be watching and why, then build the reporting to support it.
Manage relationships with external parties who touch the numbers: lenders, advisors, brokers, buy-side and sell-side contacts, and outside CPAs.
Communicate complex financial information clearly and provide strategic insights that non-financial owners can understand and act on.
Have difficult conversations with clients about hard truths and financial realities. Maintain the relationship and trust through these conversations.
Collaborate with the VisionPath CFO team through shadowing meetings and weekly CEO touch-bases.
Adapt to evolving client needs by taking on additional responsibilities and strategic initiatives as they arise.

Requirements

10+ years of experience as a CFO or in a similar role.
Direct experience with owner-led businesses under $50 million in revenue.
Preferred experience across various business functions, including operations, HR, marketing, sales, and IT.
Direct experience building financial models for strategic decisions.
M&A, capital structure, or exit advisory experience.
Track record managing relationships with external stakeholders: lenders, investors, advisors, or board members.
Experience conducting board-level financial reviews or C-suite advisory work.
Deal structuring and financial engineering capability.
Can independently develop financial strategy and present to ownership.
A positive, happy attitude and a good sense of humor.
Responsive and timely in communications with clients and the internal team.
Must have a computer, stable internet connection, and professional E&O insurance.
Candidates should operate as a 1099 independent contractor and have their own LLC.

Why Join VisionPath CFO

Compensation: $150/hr
No Business Development: You will not be responsible for bringing in your own clients, VisionPath clients will be delegated to you.
Flexible working arrangements as an independent contractor.
Shadowing and onboarding support to ensure a smooth transition.

VisionPath CFO is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.