Position Details
About this role
This role involves providing fractional CFO services, financial modeling, and coaching to small businesses remotely, utilizing software like QuickBooks and Google Sheets.
Key Responsibilities
- Deconstruct business data
- Build financial models
- Identify financial leaks
- Coach clients remotely
- Manipulate data in spreadsheets
Technical Overview
The technical environment includes Google Sheets, QuickBooks, SAS, and Zoom, focusing on financial data analysis and modeling.
Ideal Candidate
The ideal candidate is an experienced fractional CFO, Controller, or financial coach with proficiency in Google Sheets and QuickBooks, capable of managing multiple clients and providing financial insights and coaching remotely.
Must-Have Skills
Nice-to-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
Lack of experience with QuickBooks or Google Sheets, Unwillingness to do video interviews, No experience in financial coaching or CFO roles
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