Preferred CFO

Chief Financial Officer

(Outsourced Services)

JOB TYPE: Full-Time/Part-Time

JOB LOCATION: Utah (virtual work from home office and visit client locations)

CATEGORY: Finance and Accounting


Preferred CFO is an outsourced/fractional CFO firm providing premium finance and accounting assistance to growing and emerging companies. We are seeking an experienced individual to assume the outsourced CFO position for a select group of our existing clients. This position delivers part-time/fractional CFO services to a variety of companies simultaneously. Being a key team member for several different clients provides the CFO with the opportunity to deliver immediate results and influence meaningful impact within the assigned client companies. As a trusted advisor to the executive management teams within these companies, the CFO oversees the tactical finance and accounting function within the company from a high-level, while providing practical, strategic, CFO-level guidance and oversight focused on maximizing and uncovering value and mitigating potential risk.


  • Oversee the work of the controller and senior accountant assigned to the client
  • Assist with month-end reconciliation workbook, as required
  • Provide monthly financial reporting package to client each month (no later than 10th day following month end)
  • Create and maintain a robust financial forecast and budget (expected to master the PCFO forecasting tools and methodology)
  • Create and maintain a 13-week cash flow forecast
  • Meet with the client regularly to review in detail the monthly reporting package and the forecast
  • Provide clients with strategic insight into the financial performance of the company
  • Analyze financial statement trends and KPIs and make recommendations for client actions to address insights from such
  • Develop strong working relationships with clients and other stakeholders
  • Suggest and implement operational best practices within the finance and accounting department
  • Employ good, sound judgment and become a trusted advisor within the company
  • Develop and manage financial controls in accordance with the company's procedures
  • Generate qualified leads for future engagements by networking with other professional trusted advisors


  • Bachelor's degree in accounting or finance required (CPA, MBA or MAcc a plus)
  • 2+ years of CFO experience (will coach the right candidate with controller only experience)
  • Advanced working knowledge of GAAP accounting
  • Strong understanding of forecasting methodologies
  • QuickBooks knowledge
  • Strong financial analysis abilities
  • Advanced Microsoft Excel skills required
  • Ability to plan, direct, and control the strategic accounting function for multiple client companies at any given time
  • A decisive individual who possesses a "big picture" perspective and is well versed in implementing and maintaining effective accounting controls and systems
  • Ability to analyze existing operations and recommend and implement both revised and new policies, procedures, and systems
  • Willing to travel to local and regional client locations (out-of-state travel is very limited)
  • Exceptional ability to motivate, coach, and develop junior accounting professionals
  • Impeccable communication and interpersonal skills
  • Ability to present reports accurately and concisely to the assigned CFO and/or executive management team
  • Unquestionable business ethics and personal integrity

Full Job Description
Preferred CFO
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