STAXX ยท 1 month ago
Fractional CFO
United States
Full-time
Remote
Senior Level
$85K/yr - $120K/yrSTAXX is a leading fractional CFO services firm, providing top-tier accounting and financial reporting to small and medium-sized businesses. As a Fractional CFO, you will equip clients with financial insights to help them grow their business and achieve their goals, overseeing strategic finance for a diverse portfolio of clients across various industries.
Accounting
Responsibilities
Creating and Delivering CFO Reports
Giving our clients quick feedback loops into their financial performance
Monthly Client Calls
Maintaining frequent contact through scheduled calls guarantees personalized service and up-to-date client and team alignment. Proactive communication here is crucial for this role
Financial KPI Creation, Targeting, & Analysis
Initial KPI setup call with new clients - Craft tailored metrics to clients, making sure ours and their most important considerations are tracked on a monthly ongoing basis
Forecasting and Budgeting
Helping ensure clients stay on track and don't run into any pitfalls
Documenting
Religiously update the project management system to reflect the status of each clients tasks. Update client internal Slack channels with any relevant information the team should know about. Create SOP's relevant to your role as you tackle new challenges
Regular Team Check-Ins
Report progress and bring questions to the team when they arise. Weekly meetings with the full team to ensure we're on the same page and operations are running smoothly. Also a weekly call with all of the team's Fractional CFO's
Daily and Weekly Recaps
Fill out end of day and end of week forms summarizing your work preformed, upcoming work, roadblocks, and ways we can improve
Qualification
Required
Accounting, FP&A, or PE Experience
Knowledgeable in QuickBooks Online
Expert in Excel // Google Sheets
Strong Ability To Ask Great Questions and Problem Solve
Strong Understanding of How Chart of Accounts Effects Reporting
Strong Understanding of Financial Modeling
Strong Ability to Create Financial Models
Strong Understanding of Business Models
Strong Understanding of Money Models
Strong Understanding of How to Unlock Profits in Business
ELITE Client Communication Skills
Ability to Be Client Facing and Conduct Calls on Your Own
Ability to Optimize Chart of Accounts
Ability to Be The Source of Financial Confidence for Clients
Resourceful & Adaptable Mindset
Strong Attention to Detail
U.S. Based, Native Level English Speaking & Writing Skills
Reliable Internet and Quiet Office Space
Tech Setup for Remote Work (Webcam, Microphone)
Experience with Google Workspace (Google Drive, Google Docs, Google Sheets)
Available to Work a Full Time Schedule
Preferred
Home Service or Healthcare Specific Experience
Deep Experience with any of the Following Tools: Slack, FathomHQ, Ramp, AI Tools, Acodei, A2X, Synder, Zoom, AirTable, Uncat
Experience Working in a Startup/Fast Paced Environment
Baseline Tax Knowledge
Experience Working at Scaling Accounting/CFO Firms, or Experience Within High-Growth Accounting/CFO Firms
Benefits
Work from Anywhere
Flexible Schedule
Career Advancement & Financial Growth Opportunities
Be Part of a Team that Invests You
Company
STAXX
STAXX is a leading fractional CFO services firm, providing top-tier accounting, financial reporting, CFO consultative services, and tax strategies to small and medium-sized businesses.
Founded in 2022
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase