Outsourced CFO is looking for independent CFO consultants for project-based or contract engagements. You will act as an outsourced CFO for clients, offering strategic financial input to enhance their finance operations and drive business growth.
Client engagements
- Engage with clients to identify their financial needs and requirements
- Develop and maintain strong relationships with clients
- Arrange and conduct regular client meetings to discuss progress and address any concerns
- Deliver timely financial reports, including monthly management accounts
- Ensure accurate and timely submission of tax returns and other compliance requirements
- Provide guidance on tax payments and obligations
- Offer financial advice and support to clients' accountants on various accounting matters
- Prepare and present regular cash flow updates and forecasts
- Assist with the annual budget process, including preparation, discussion, and implementation
- Support the preparation and review of annual financial statements
- Conduct ad-hoc strategy sessions to address specific client needs
- Maintain and update client risk registers and discuss them quarterly
- Prepare board packs and other materials for client presentations
- Attend board meetings and provide financial insights and recommendations
- Manage project timelines and ensure efficient delivery of services
- Monitor and control project budgets, and communicate any potential overruns to clients
- Identify opportunities for process improvement and automation
- Provide ad-hoc financial analysis and support, such as dividend vs. bonus calculations, Power of 1 calculations, labor efficiency ratios, and KPI development
- Review and recommend improvements to internal controls to mitigate financial risks
Requirements
We service clients anywhere from Cape Town, Gauteng to America, so a combination of on-site/hybrid/remote opportunities are available.
Characteristics of the ideal candidate
Initiative & Independence
Multi-tasking & Problem Solving
Dependability & Interpersonal relationships
Attention to detail & flexibility
Planning & stress tolerance
Skills and abilities of the ideal candidate
Strong and effective management, time management, communication, technical and compliance skills