CFO Your Way LLC · 1 month ago
Chief Financial Officer (Multi-site) - Must be a CPA and live in New Jersey for this position
Lavallette, NJ
Full-time
Hybrid
Director/Executive
$145K/yr - $165K/yr
8+ years expCFO Your Way LLC is a company dedicated to supporting local businesses by providing tailored financial solutions. They are seeking a Chief Financial Officer (Multi-site) who will manage accounting duties for multiple clients, engage in business development, and lead a team while cultivating meaningful client relationships.
AccountingBusiness DevelopmentFinancial ServicesReal Estate
Responsibilities
Deliver high-quality fractional CFO client service to a portfolio of clients in multiple industries
Deeply curious about understanding clients — their business patterns, motivations, and the underlying realities shaping their decisions
Relationship building in the business community — You enjoy networking, prospecting, and cultivating connections that lead to meaningful business relationships
Provide the client with guidance, support, and strategic advice through consultative conversation — You ask insight-generating questions that help clients surface what truly matters
A natural guide who prefers leading over persuading or dictating — You help clients make sense of their financial situation and see new possibilities clearly
Long-term value focused — You think like a strategic partner, not a service provider; you want the work to matter for the client, the business, and the community
An intentional listener — You listen for meaning, gaps, and insight, not just data points; you create conversations where clients feel understood and challenged in constructive ways
Strong interpersonal and communication skills with high emotional intelligence — You can read client dynamics, recognize resistance as information (not rejection), and adapt your approach accordingly
Comfortable navigating ambiguity — You don't need all the answers immediately; you're confident in guiding clients through financial discovery and strategic planning without rushing to solutions
Leadership skills with the ability to delegate, motivate and inspire team members
Oversee and collaborate with accounting team, for clients and internally
Execute the company's financial strategy and manage the financial actions
Responsible for cash flow management, financial planning, and financial statement analysis to support informed client decision-making
Work with the accounting firm relating to the audit, taxes, etc
Qualification
Required
Bachelor's Degree in Accounting and a minimum of 8 years' experience in public accounting, private industry or advisory roles
Active Certified Public Accountant (CPA) license-required
Prior experience in a controller, CFO or fractional CFO capacity
Strong understanding of small-to-mid-sized business financial operations
Ability to travel to different client sites in the tri-state area
The discipline, focus, and workspace to periodically work from home
Deliver high-quality fractional CFO client service to a portfolio of clients in multiple industries
Deeply curious about understanding clients — their business patterns, motivations, and the underlying realities shaping their decisions
Relationship building in the business community — You enjoy networking, prospecting, and cultivating connections that lead to meaningful business relationships
Provide the client with guidance, support, and strategic advice through consultative conversation — You ask insight-generating questions that help clients surface what truly matters
A natural guide who prefers leading over persuading or dictating — You help clients make sense of their financial situation and see new possibilities clearly
Long-term value focused — You think like a strategic partner, not a service provider; you want the work to matter for the client, the business, and the community
An intentional listener — You listen for meaning, gaps, and insight, not just data points; you create conversations where clients feel understood and challenged in constructive ways
Strong interpersonal and communication skills with high emotional intelligence — You can read client dynamics, recognize resistance as information (not rejection), and adapt your approach accordingly
Comfortable navigating ambiguity — You don't need all the answers immediately; you're confident in guiding clients through financial discovery and strategic planning without rushing to solutions
Leadership skills with the ability to delegate, motivate and inspire team members
Oversee and collaborate with accounting team, for clients and internally
Execute the company's financial strategy and manage the financial actions
Responsible for cash flow management, financial planning, and financial statement analysis to support informed client decision-making
Work with the accounting firm relating to the audit, taxes, etc
Growth-oriented and reflective — You see your role as a developmental craft; you're eager to expand your awareness and strengthen your leadership presence
Preferred
Prior experience working for a CPA firm
Prior experience sitting in the CFO seat
Entrepreneurial experience
QuickBooks Online Certification
Extensive accounting knowledge – Financial reporting, Strategy, Business streamlining – Expert level
QuickBooks – both desktop and online versions – Expert level
QuickBooks/Xero – implementation of systems and integration with 3rd party applications – Advanced level
Excel – Expert level
Process Efficiency – Assess operating procedures, recommend and execute improvements – Expert level
Benefits
Health insurance
401K
PTO
Company
CFO Your Way LLC
CFO Your Way provides customized accounting services to businesses that don’t have the need or the resources for a full time in house accounting staff.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase