Associate CFO

An Associate represents Part-Time CFO Services regionally by building and strengthening long-term relationships with small to mid-sized family-owned and private enterprises. This results-oriented professional works collaboratively with clients to develop sustainable plans that improve financial health.

If you are a proven leader and collaborative team player with broad financial and business experience, we would like to hear from you. We offer a professionally and personally rewarding work environment focused on superior client service and measurable results.

Duties and Responsibilities:

• Build and grow client base through networking, referrals, events, and community contacts.
• Conduct strategic analysis and develop detailed financial models aligned with clients’ strategic plans.

• Identify turnaround strategies, guide clients through plant expansions and other business restructuring options, and analyze potential investment projects.
• Assess the competitive landscape and identify potential future business implications.

• Evaluate financial risks, prepare financial forecasts, financing scenarios and other documents concerning capital management, and write reports and recommendations

• Plan short- and long-term cash flows and assess financial performance.
• Develop monthly and annual revenue and expense plans.
• Negotiate bank, vendor, and customer agreements to reduce working capital requirements.
• Develop negotiation strategies and negotiate plans with lenders.

• Establish credit policies and procedures to improve collections and reduce bad debt.
  
  

Qualifications:

• CPA designation with 20+ years of successful financial and business leadership experience.
• Experience generating business leads through effective relationship building.
• Ability to identify and assess financial issues and prepare effective, client-focused solutions.
• Persuasive communicator with the ability to motivate others to take action.
• Excellent customer service and communication skills, including verbal, written, and interpersonal communication.
• Strong negotiation skills and a high level of integrity.
• Collaborative leadership style with the ability to work effectively with all levels of an organization.
• Resourceful, analytical, and confident in decision making and problem solving.
  
  

Technical Competencies:

• Proficiency with Microsoft Office, including advanced Excel skills.
• Strong understanding of a variety of ERP systems.
• Highly proficient email and calendar management skills.
  
  

Key Skills and Experience:

• Goal-oriented natural business leader.
• Exceptional listener who is comfortable taking initiative when appropriate.
• Proven ability to work across departments to develop and implement strategic plans.
• Entrepreneurial mindset with a talent for developing creative ideas and practical solutions.
• Strong appreciation for personal interaction, networking, and face-to-face communication.
• Demonstrated commitment to community involvement, extracurricular activities, and effective time management.

*Please note that all employees of Part-Time CFO Services must have access to reliable transportation and possess a full Ontario driver's license to commute to clients not accessible by public transportation.

Part-Time CFO Services is committed to accessibility and to protecting the human rights of all persons in compliance with the Accessibility for Ontarians with Disabilities Act and Ontario’s Human Rights Code. We invite and encourage applications from all qualified individuals, including from groups that are traditionally underrepresented in employment, who may contribute to the further diversification of our organization. As such, Part-Time CFO Services will provide reasonable accommodation for any applicant, as requested during the recruitment process. For any accommodation requests, please email [email protected].

Part-Time CFO Services is dedicated to providing an atmosphere free from barriers in order to promote equity and diversity and will ensure the full participation and advancement of members of protected groups, which include but are not limited to women, Indigenous persons, members of visible minority groups, and persons with disabilities Part-Time CFO Services is committed to ensuring that its hiring process is fair and equitable for all persons.