Senior finance leadership experience in professional services or consulting.
Strong understanding of cash flow management and forecasting.
Experience with business transactions like acquisitions or recapitalizations.
Hands-on experience in a lean organizational structure.
Ability to balance strategic and detailed financial tasks.
Strong commercial judgment for reviewing contracts and proposals.
Entrepreneurial mindset with experience in owner-led environments.
Familiarity with technology, AI, and automation for process improvements.
Responsibilities
Serve as senior finance leader, reporting to the owner.
Manage cash flow, liquidity planning, and cash forecasting.
Ensure accurate financial reporting focused on cash generation.
Lead budgeting, forecasting, and financial controls.
Support project-based service delivery and financial management.
Review engagement documents from a financial perspective.
Collaborate with external advisors and build efficient finance functions.
Benefits
Opportunity for high-level leadership influence.
Engage in a dynamic project-based work environment.
Work directly with the business owner on strategic initiatives.
Support technology-driven financial innovations.
Flexible work arrangements with virtual resources.
Full Job Description
LOCATION
Charlotte, North Carolina - Local candidates are strongly preferred
Candidates across the East Coast will be considered
WHY THIS ROLE IS IMPORTANT
Serve as the senior finance leader for the business, reporting directly to the owner
Own cash flow management, liquidity planning, and 13-week cash forecasting
Maintain accurate financial reporting while ensuring the business remains focused on cash generation and cash-on-cash returns
Lead budgeting, forecasting, tax coordination, financial controls, and transaction readiness
Support a project-based professional services model with large engagements, complex revenue timing, and limited transaction volume
Review engagement letters, proposals, NDAs, contracts, and other business documents with a financial, operational, and commercial perspective
Partner with external advisors, including accounting, tax, and legal resources
Build a scalable, efficient finance function supported by virtual resources, outside partners, automation, and modern technology
Provide white-glove support to consultants and field leaders who are responsible for generating revenue and delivering client outcomes
Help implement and optimize systems across accounting, payroll, reporting, and business operations
Support the owner in evaluating strategic investments, profitability, growth initiatives, and future transaction opportunities
THE BACKGROUND THAT FITS
Senior finance leadership experience within professional services, consulting, or another project-based business
Strong understanding of cash flow management, liquidity forecasting, and 13-week cash modeling
Prior experience supporting an acquisition, sale, recapitalization, or other business transaction
Comfortable operating as a hands-on finance leader within a lean organization
Experience overseeing accounting, reporting, tax, contracts, and basic business operations
Ability to move between strategic decision-making and detailed execution
Strong commercial judgment with the ability to review engagement terms, proposals, and contracts
Entrepreneurial mindset and comfort working directly with an owner
Technology-forward orientation with a strong interest in AI, automation, and process improvement
Service mentality and ability to support senior consultants and field teams with urgency and professionalism
Experience in large corporate, manufacturing, or highly specialized accounting environments without project-based services exposure is less likely to translate
CPA, MBA, or other relevant advanced credential is preferred
