Manager, Outsourced CFO Services
Core
Partner with mid-market clients to elevate finance capability, deliver commercial insights, and drive business performance through strategic finance uplift and board reporting.
Role type
Manager, Outsourced CFO Services (IC)
Builds
Scalable finance functions, forecasts, budgets, management reporting, and finance transformation for high-growth businesses.
Domain
Professional Services / Accounting / Advisory
Deliverable
client delivery
Required skills
CA/CPA qualification, 5-8 years professional services experience, forecasting and budgeting, three-way modeling, stakeholder presentation, Microsoft 365/Excel proficiency
Preferred skills
Finance Business Partner experience, Power BI, AI tools (Microsoft Copilot)
Responsibilities
Prepare forecasts including budgets and three-way models; Work with Partners to present insights to clients; Build commercial dashboards and drive data-led decisions; Assist Partners with finance system design and transformation; Strengthen client relationships and identify growth opportunities; Support business development and expand the service offering
Seniority
Manager, hands-on IC
