Strategic Financial Lead (Fractional or Retired CFO)
About the position We are a growing, EOS-driven home care organization dedicated to providing exceptional care in our community. We don’t need a bookkeeper; we need a Strategic Financial Leader. We are seeking someone who enjoys the "puzzle" of gross margins and the discipline of forecasting to join our leadership team as a trusted advisor to our President. This role offers true autonomy, mission-driven work, and a strategic seat at the table, allowing you to own financial modeling and long-range planning without the daily corporate grind. Your goal is to remove the President from the day-to-day tactical finance so they can focus on the vision.
Responsibilities
- Monitor caregiver pay-to-bill ratios and identify margin leakage before it becomes a problem.
- Maintain a rolling 6-12 month cash forecast and model the financial impact of hiring and expansion.
- Present financial clarity during our weekly Level 10 meetings, identifying and solving issues without defensiveness.
- Oversee budget-to-actual variance and ensure our financial systems are scalable and audit-ready.
- Elevate the financial literacy of our leadership team, translating operational decisions into clear financial impacts.
Requirements
- Deep background in GAAP and enterprise-level financial modeling.
- Data-first decision-maker who takes ownership.
- Disciplined, structured thinking style is a must.
- Strong ethical compass and a direct, drama-free communication style.
- Satisfaction in building scalable financial systems and documenting SOPs that allow the organization to grow without overwhelm.
- Ability to take complex GAAP concepts and "level them up" so the rest of the leadership team gains a higher level of financial literacy.
Nice-to-haves
- Experience with the Entrepreneurial Operating System (EOS) is a plus.
Benefits
- 401(k)
- Bonus based on performance
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
- Competitive Part-Time Compensation
- Performance Bonuses: Tied to Gross Margin, Net Profit, and DSO targets.
- Flexibility 10 Hours Weekly
- Flexible work from home options available.