5-7 years of senior finance leadership experience in professional services or consulting
Strong knowledge in cash flow management and liquidity forecasting
Prior involvement in business transactions like acquisitions or sales
Hands-on approach in a lean organizational structure
Experience in accounting, tax, reporting, and operations oversight
Ability to shift between high-level strategic thinking and detailed execution
Preferred: CPA, MBA, or relevant advanced credential.
Responsibilities
Serve as the senior finance leader, reporting to the owner
Manage cash flow, liquidity planning, and cash forecasting
Ensure accurate financial reporting while focusing on cash generation
Lead budgeting, forecasting, tax coordination, and financial controls
Review business documents with a financial and operational lens
Collaborate with external advisors on accounting and legal matters
Build a scalable finance function supported by technology and outside partners
Benefits
Partnership with an owner, influencing key business decisions
Opportunity to shape and optimize finance operations from the ground up
Involvement in high-stakes project engagements with complex revenue timelines
Access to a diverse range of business advisory resources including legal and tax partners
Focus on innovation through AI and automation in financial processes
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
