About Evolv CFO

Evolv CFO is a fractional CFO company that partners with growing businesses ($1MM+ revenue) to provide strategic financial guidance without the full-time executive cost. We serve as an extension of our clients' finance teams, delivering everything from tactical accounting support to strategic budgeting and forecasting. Our clients span multiple industries and range from $1MM to $60MM in annual revenue.

The Opportunity

We're seeking an experienced Senior Accountant to join our growing team as a key bridge between our fractional CFO services and day-to-day accounting operations. This role is perfect for a detail-oriented accounting professional who wants to make a strategic impact while developing client-facing skills in a collaborative, growth-oriented environment.

What You'll Do

Quality Assurance & Process Management

• Review financial reports, reconciliations, and deliverables for accuracy and completeness before client delivery
• Identify red flags, inconsistencies, and potential issues across all client accounts
• Develop and maintain standardized processes and checklists to ensure consistent, high-quality work
• Coordinate month-end close processes and ensure timely completion of all client deliverables
• Create and implement quality control procedures to catch errors before they impact clients
• Monitor key performance indicators and client satisfaction metrics
• Establish workflow processes that support efficient team collaboration
• Take initiative to anticipate client needs and potential issues before they arise
• Proactively identify process improvements and implement solutions independently

Team Leadership & Development

• Provide day-to-day management, guidance, and performance feedback to bookkeeping staff
• Train team members on best practices, error prevention, and standardized procedures
• Coordinate workload distribution across multiple client accounts to ensure efficient completion
• Conduct regular check-ins and provide ongoing coaching to develop team capabilities
• Create training materials and documentation to support consistent service delivery
• Foster a collaborative team environment focused on continuous improvement
• Manage staff scheduling and capacity planning across client engagements

Client Support & Coordination

• Handle routine client communications, questions, and requests professionally and promptly
• Support the CFO in client meetings by preparing agendas, materials, and tracking action items
• Serve as a backup resource during client calls to document commitments and ensure follow-through
• Maintain organized client files and ensure all deliverables are completed as promised
• Coordinate between clients and internal team members to resolve issues efficiently
• Build trusted relationships with client contacts while supporting the primary CFO relationship
• Manage client expectations and communicate proactively about timelines and deliverables

Technical Accounting

• Perform reconciliations and identify accounting discrepancies
• Escalate complex technical accounting questions to the CFO for guidance
• Ensure basic compliance with accounting standards and best practices

What We're Looking For

Required Experience & Skills

• 3-5 years of progressive accounting experience with strong bookkeeping foundation
• Demonstrated experience with month-end close processes and financial statement preparation
• Expert-level reconciliation skills and attention to detail
• Proficiency with QuickBooks Online (QBO Pro Advisor certification preferred)
• Advanced Excel and Google Sheets skills
• Experience working with multiple clients or in a fast-paced environment
• Strong analytical and problem-solving abilities
• Excellent written and verbal communication skills

Preferred Qualifications

• NetSuite experience
• Experience in a CPA firm, or similar multi-client environment
• Bachelor's degree in Accounting, Finance, or related field
• Familiarity with various accounting software platforms and tech stacks
• Experience training or mentoring junior accounting staff

Personal Qualities We Value

• Independent thinker who can identify issues and develop solutions without detailed direction
• Self-directed professional who takes ownership of outcomes and thinks ahead to prevent problems
• Quality-focused with a natural eye for spotting inconsistencies and errors
• Collaborative team player who can coordinate effectively across different stakeholders
• Growth-minded professional interested in developing both technical and client-facing skills

Adaptable to different client needs, software platforms, and working styles

Why Join Evolv CFO

• Meaningful Impact: Play a crucial role in helping growing businesses achieve financial clarity and success
• Professional Growth: Develop both technical expertise and client relationship skills in a supportive environment
• Work-Life Balance: Fully remote position with flexible scheduling
• Growing Company: Be part of a expanding team with opportunities for increased responsibility
• Diverse Experience: Work across multiple industries and business models
• Direct Mentorship: Work closely with an experienced CFO and learn strategic financial management

What Success Looks Like

In your first 90 days, you'll have established quality control processes, built strong working relationships with our bookkeeping team, and begun supporting client communications. Within your first year, you'll be a trusted resource for both internal staff and clients, helping us maintain exceptional service quality while enabling our CFO to focus on strategic client relationships and business growth.

Ready to Evolve Your Career?

If you're an experienced accounting professional looking to make a strategic impact while developing new skills, we'd love to hear from you. Join us in helping growing businesses achieve their financial potential.

To Apply: Please submit your resume along with a brief cover letter explaining why you're interested in fractional CFO services and how your experience aligns with this role.