Fractional CFO
Work Industries • Phoenix, Arizona • Full Time
Posted on Fri, Jun 5, 2026
The fractional CFO will partner closely with leadership to lead the migration from Zoho to QuickBooks, professionalize reporting, strengthen cash-flow management, and implement scalable financial processes aligned with a services-based revenue model.
This role is both hands-on and strategic, ideal for a finance leader experienced in professional services, recurring revenue, and multi-entity environments.
Key Objectives
- Lead and oversee the transition from Zoho to QuickBooks across four entities
- Establish accurate, timely, and decision-ready financial reporting
- Improve accounts receivable and accounts payable processes to support cash flow
- Implement automated invoicing and billing workflows for recurring and hourly services
- Strengthen vendor management and expense controls
- Create scalable finance infrastructure to support continued growth
Financial Systems & Reporting
- Lead the ERP/accounting system transition from Zoho to QuickBooks, including chart of accounts design and multi-entity setup
- Develop and standardize monthly financial reporting, including P&L, balance sheet, cash flow, and entity-level reporting
- Create management dashboards for leadership (revenue, utilization, margin, AR aging, cash position)
- Optimize billing for monthly recurring services and hourly professional services
- Design and implement automated invoicing workflows (reducing manual invoices)
- Improve accounts receivable processes, including collections cadence and AR aging visibility
- Monitor cash flow and working capital across all entities
- Implement stronger accounts payable processes and approval workflows
- Evaluate and improve vendor management systems, including contract tracking and payment terms
- Identify cost-control opportunities and margin improvement levers
- Establish consistent financial processes and documentation across entities
- Improve internal controls appropriate for a growing services organization
- Partner with tax providers, payroll, and external accountants as needed
- Provide leadership with financial insights to support growth, hiring, and investment decisions
- Support budgeting, forecasting, and scenario planning
- Act as a trusted financial thought partner to the executive team
- Prior experience as a CFO, VP Finance, or Controller in a professional services, IT services, cybersecurity, or consulting firm
- Strong experience with QuickBooks (multi-entity, services-based environments)
- Proven success improving billing automation, AR/AP processes, and financial reporting
- Comfortable operating in a fractional, hands-on role
- Experience supporting recurring revenue and hourly billing models
- Ability to translate financial data into clear, actionable insights
AuditFriendly salary estimate
The employer did not post a salary for this role. Based on AuditFriendly's salary intelligence model (comparable live postings, role, seniority, and location), we estimate base pay of $155,000–$263,000 per year (median ~$199,000). This is an AuditFriendly estimate, not an employer-provided figure.
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