CFO Advisor
- Description:
- Embrace the SN Way by becoming our clients’ most trusted advisor, creating delight, and meeting service excellence standards
- Conduct in-depth financial analysis to identify trends, opportunities, and risks
- Provide strategic guidance on budgeting, forecasting, cash flow optimization, capital allocation, and investment decisions
- Lead and support clients through M&A activity including due diligence, financial modeling, and deal evaluation
- Deliver timely, accurate financial reports that provide meaningful insight to clients' leadership teams and boards
- Improve financial systems, processes, and controls for greater accuracy, compliance, and efficiency
- Develop financial strategies aligned to long-term business goals and help clients evaluate and navigate strategic initiatives
- Communicate financial performance and insights effectively to stakeholders, including executives, investors, and partners
- Assess financial risk and develop mitigation strategies
- Mentor internal team members with potential to grow into CFO Advisory roles
- Collaborate with other SN service lines to expand and integrate financial advisory offerings
- Play a key leadership role in growing the CFO Advisory practice through business development, talent development, and service innovation
- Requirements:
- 8+ years of progressive financial leadership experience, including roles such as CFO, Controller, or Finance Director
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field; CPA preferred
- Extensive experience in financial planning, reporting, modeling, and strategic decision-making
- Experience with the AEC industry is strongly preferred for this role
- Experience supporting or leading M&A, ownership transitions, or investment strategy
- Strong interpersonal and presentation skills, with the ability to explain complex financial topics to non-financial audiences
- Proven ability to lead initiatives, influence outcomes, and collaborate across business functions
- Ability to work independently in a fast-paced virtual environment while mentoring others and driving results
- Benefits:
- Health & Wellness Your Way: Choose from three health insurance plans to fit your needs and budget; get access to a variety of insurance, telehealth, Employee Assistance Program offerings, and other health & wellness benefits
- Work-from-home Flexibility: Work from anywhere within the US in a modern, connected, virtual environment, giving you freedom and flexibility to integrate work into your life
- Time Off When You Need It: Recharge with our flexible PTO policy and enjoy 10 paid holidays
- Flexible Spending Options: Maximize your health and dependent care through employer-backed HSAs and FSAs
- Peace of Mind: Your well-being is covered with employer-paid life, AD&D, and comprehensive short- and long-term disability
- More Ways to Thrive: Tap into our Employee Assistance Program for support, plus access to InsurChoice for personal insurance options
- Robust Incentives: Regardless of your role or function, you can earn incentives through employee or new business referrals
- Pathway to Ownership: You can chart your path towards firm ownership through your professional and financial contributions, regardless of your role or seniority
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