Fractional CFO

At Near, we help top talent in Latin America find remote roles with US companies. Our mission is to create better lives by fostering a remote work culture that transcends borders.

Our client is a U.S.-based fractional CFO and business management firm that partners with owner-operated businesses across the United States, primarily in the trades industry (electricians, plumbers, painters, contractors, etc.). They provide strategic financial leadership to help business owners better understand their numbers and make informed business decisions.

Overview

We're looking for a Fractional CFO to manage a portfolio of 3–6 U.S.-based clients. Rather than acting as a traditional corporate CFO, you'll serve as a trusted advisor, helping business owners understand their financial performance, improve profitability, manage cash flow, and plan for growth.

This is a client-facing advisory role where communication is just as important as technical finance expertise. You'll partner closely with Controllers and Bookkeepers while translating financial information into practical business recommendations.

 Responsibilities:

• Manage a portfolio of approximately 3–6 clients.

• Build annual budgets and rolling forecasts.

• Prepare 13-week cash flow forecasts.

• Review monthly financial packages before client delivery.

• Lead monthly financial review meetings with business owners.

• Analyze profitability, margins, and operational performance.

• Build financial models to support business decisions.

• Mentor Controllers and review their work.

• Translate financial concepts into plain, business-friendly language. 

Requirements

• 5+ years of progressive experience in Finance or Accounting (experience as a Controller, Director of Finance, VP of Finance, or CFO is preferred, but strong Controllers ready to step into a strategic role will also be considered).

• Strong financial planning, forecasting, budgeting, and cash flow management experience.

• Experience advising business owners or executive leadership teams.

• Ability to interpret financial data and translate it into actionable business recommendations.

• Strong client-facing communication and presentation skills.

• Advanced QuickBooks Online proficiency.

• Advanced Excel or Google Sheets skills.

• Professional English proficiency.

• Gusto experience (preferred, not required).

• Experience working for outsourced accounting firms.

Perks - What’s in it for you?

• Remote role: Monday to Friday, 8 to 5 EST

• Competitive compensation in US dollars

• 10 Local Holidays + 2 weeks of PTO