CFO - Professional Services

Description
About Us
7-time winner of the 50 Fastest Growing Companies in the Twin Cities , All In One Accounting is the strategic accounting team for growth-minded entrepreneurs in the professional services sector.
All In One Accounting's thorough and comprehensive set of services move our professional services clients from financial chaos to business clarity and beyond.
Simply said, our mission is to empower entrepreneurs in these industries to support profitable Growth , equip them to Protect their assets, and enable them to Amplify their impact.
A Bit About The Role
We're seeking an experienced, strategic, and hands-on CFO with expertise in professional services to join our team. This role is pivotal in providing both executive-level financial leadership and hands-on operational expertise to our entrepreneurial clients in these specialized industries. This CFO could be helping a client with financial modeling for one minute, and the next, working with an accountant on the team to complete a workbook.
As a CFO you'll serve as a key member of your clients' executive teams while also leading internal delivery teams to ensure exceptional service delivery.
Now About You...
You're a strategic advisor with industry expertise
You excel at helping professional services organizations translate their vision into actionable financial strategies. You understand the unique cash flow cycles, service delivery costing requirements, talent management challenges, and technology infrastructure needs specific to these industries. Your experience allows you to anticipate challenges and opportunities before they arise, particularly regarding client proposal development, service pricing fluctuations, and utilization efficiency.
You're adaptable and growth-focused
You understand that each professional services business has unique needs and challenges. You're skilled at adjusting your approach while maintaining unwavering standards of excellence. You thrive in helping organizations scale and navigate complex financial decisions, from technology investments to expansion planning to talent acquisition optimization.
You have both strategic vision and operational expertise
You can seamlessly transition between high-level strategic planning and hands-on problem-solving. You're equally comfortable developing forecasting models for large client engagements as you are at optimizing service delivery costing or implementing practical controls for project expenditures. You understand the importance of both long-term vision and day-to-day execution in these knowledge-intensive industries.
Core Responsibilities
Strategic Leadership

Serve as a member of clients' executive management teams
Develop and implement strategic financial plans aligned with professional services business objectives
Lead high-level financial decisions and strategic initiatives
Provide financial coaching to client leadership teams
Support internal delivery teams with technical expertise and industry-specific guidance
Financial Planning & Analysis

Create sophisticated financial models to evaluate business decisions, including service expansion, technology investments, and office expansions
Develop long-range cash forecasts and capital planning specifically addressing cyclical nature of professional services
Analyze business performance and identify optimization opportunities for service delivery efficiency and client profitability
Design and monitor key performance indicators (KPIs) relevant to the needs of the client’s business operations
Prepare annual operating plans with variance analysis
Operational Financial Management

Oversee and optimize engagement costing systems
Implement effective resource allocation and utilization processes
Design accounting structures that provide actionable insights
Develop pricing models that ensure profitability while remaining competitive
Lead month-end closing meetings with clients and internal teams to present financials
Oversee preparation and review of monthly financial statements and key reports
Financial Leadership

Lead month-end closing meetings with clients and internal teams to present financials
Oversee preparation and review of monthly financial statements and key reports
Analyze budget variances and communicate significant issues and opportunities
Prepare cash flow forecasting and strategic recommendations
Serve as proactive liaison with client's professional advisors (CPAs, bankers, attorneys)
Team & Relationship Management

Lead and oversee new client onboarding
Lead and mentor accountants on your delivery team
Build and maintain strong relationships with clients' stakeholders
Serve as liaison with external partners (bankers, attorneys, investors, insurance companies, CPA)
Foster collaborative relationships across all levels
Support business development activities as an industry expert
Industry-Specific Excellence

Ensure compliance with industry-specific regulations and reporting requirements
Implement robust controls for client engagements and service delivery
Provide strategic insights on talent acquisition and retention
The Successful Candidate Will Have

10+ years of financial leadership experience, with at least 5 years specifically in professional services industries
Bachelor's degree in accounting, finance, or related field
Proven success in executive-level financial advisory roles for professional services companies
Demonstrated ability to drive strategic growth initiatives
Have a love of entrepreneurial, growth-minded small businesses
Experience managing multiple client relationships, preferred
Strong mentoring and team development abilities
Strong technical accounting and finance expertise, including, resource utilization, and technology investment planning
Growth mindset and commitment to continuous learning
Why All In One Accounting - The Benefits
All In One Accounting offers all of our delivery team positions as either full or part-time with a mix of client interaction and internal team comradery. We strive to meet team members where they're at -- so our roles vary between onsite and fully remote.
Our company has been built by a team who likes to have fun, respect each other and works extremely hard to do right by each other and our clients. While working in a multi-client environment presents its own set of challenges, the greatest compliment we receive is that our work has changed the lives of our clients.
Our five core values of Commitment, Foresight, Relationships, Tenacity, and Teamwork are at the core of everything we do. We've created an environment of continuous growth and are excited to see your talents!
Compensation And Benefits

Compensation: $125,000 - $165,000
Annual Bonus: Up to 10% of salary
Comprehensive benefits package including:
Medical, dental, and vision insurance
401K
Life insurance
Long and short-term disability
HSA, FSA, and dependent care options
Professional development opportunities
All In One Accounting provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type 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.