CharlotteFull TimeFinance
Remotely
financial reportingclient managementforecastingprivate equityfinance operationsbudgetingcaas
Job Description
📋 Description
- Partner with CFOs, controllers, and finance leaders to improve growth, financial operations, and
- Lead engagements for middle-market, founder-led, and PE-backed companies with practical, hands-on
- Wear multiple hats, create structure where it doesn’t exist, and solve complex business challenges.
🎯 Requirements
- 5+ years in accounting/finance, CAAS, or related advisory roles.
- CPA with Master’s degree (MBA, MAcc, or MS in Finance) required.
- Experience with growing mid-market, PE-backed, or founder-led organizations preferred.
- Strong background in accounting, financial reporting, budgeting, forecasting, cash flow, and
- Proven ability to lead projects, manage client relationships, and mentor teams.
- Ability to develop meaningful reporting, dashboards, and analytics for decision-making.
🎁 Benefits
- Hybrid work arrangement (flexible in-office and remote work where appropriate).
- Comprehensive client-service and business-development opportunities.
- Collaborative, inclusive firm culture with focus on professional development.
