Vice President, CFO & Accounting Services

Firm Overview

CFOx is an advisory firm that specializes in CFO, Transaction, and Accounting Services for the middle-market. We work with private equity firms and their portfolio companies, founder-owned businesses, investment banks, and investors nationwide.

Position Overview

Our CFO & Accounting Services group primarily serves private equity-backed companies and founder-owned businesses that need CFO & Accounting services to scale post-acquisition, gain visibility into their business, or/and prepare for a transaction.

CFOx is looking for a Vice President to work closely with the Director to provide strategic financial insights, drive operational improvements, and support growth initiatives of our clients. This role requires a deep understanding of private equity environments, strong financial acumen, and exceptional leadership skills.

Typical engagements include:

• Fractional or Interim CFO


• Post M&A transaction integrations and transitions


• Historical accounting clean-up


• Accounting processes, procedures, and systems implementation


• Financial planning & analysis (FP&A)


• Accounting services (i.e.: month-end close, financial statement preparation)

Location & Work Arrangements

This position can be located in any of our three offices. We offer flexible, hybrid work arrangements to promote employee well-being, balance, and long-term success.

Role Responsibilities

• Lead and oversee CFO Advisory and Transaction Services engagements, ensuring high-quality execution, strong client relationships, and timely delivery of impactful outcomes


• Prepare high-quality client deliverables, analyses, and reports that translate complex financial data into clear, actionable insights


• Assist in the design, enhancement, documentation, and implementation of internal processes, procedures, tools, and templates across service lines to improve scalability and consistency


• Engage in team operations and strategy discussions, contributing ideas and insights to support the group and organization’s growth


• Coach and mentor team members across levels, providing feedback, developing future leaders, and reinforcing the firm’s performance and culture expectations

Qualifications

• 4-8 years of public accounting or/and corporate finance experience


• 1-3 years of leadership experience


• Knowledge of GAAP and internal accounting systems and accounting processes such as inventory, accrual estimates, revenue recognition, fixed assets, and interim/year-end close


• Ideal candidates will have at least one of the following: CPA, CFA, MBA, or relevant Masters


• Willingness to travel up to 10% of the time, when applicable

Compensation

• Base compensation: $125,000/yr to $150,000/yr


• Bonus: Target 10-20%


• Commission: Sales Commission Eligible


• Benefits: Medical, Vision, Dental


• Retirement: 401k Match

CFOx does not accept unsolicited resumes from recruiters or staffing agencies. We ask that recruiters do not contact us regarding this position.