Fractional CFO (Part-Time) Home Services Growth Company
hace 23 días
Fresno
Job DescriptionBenefits: • Bonus based on performance, • Competitive salary About Us We are a fast-growing boutique home services company based in Fresno, CA, generating approximately $35M annually with multiple service verticals. We are building a disciplined, scalable financial foundation to support growth into the $710M range. We are not a corporate environment. We need a hands-on, operational finance leader who can build systems, improve cash flow visibility, strengthen banking relationships, and guide leadership with clear financial insights. Position Overview We are seeking a Fractional CFO to lead financial strategy, cash management, forecasting, and banking relationships on a part-time basis. This role is ideal for: • A small-business CFO, • A senior controller ready to operate at CFO level, • A former construction/home services finance leader, • A semi-retired CFO seeking part-time engagement This is a working role not advisory-only. Key Responsibilities Financial Leadership & Strategy • Build and maintain rolling 13-week cash flow forecasts, • Develop annual budgets and forecasting models, • Analyze margins by service line and improve profitability, • Provide executive-level monthly reporting and financial insights, • Develop KPI dashboards for leadership Banking & Lending Relationships • Strengthen and manage relationships with local California banks and lenders, • Prepare lender-ready financial packages, • Support SBA, equipment financing, or credit facility conversations, • Monitor loan covenants and debt schedules Financial Systems & Oversight • Oversee bookkeeper/controller and improve monthly close process, • Ensure accurate, timely financial statements, • Improve chart of accounts and reporting structure, • Build financial processes that scale with growth Growth & Risk Management • Support pricing strategy and cost control initiatives, • Improve overhead structure and operational efficiency, • Help prepare company for future expansion or financing needs Qualifications Required: • 5+ years in CFO, Director of Finance, or Controller roles, • Strong small to mid-sized business experience ($2M$15M revenue), • Experience building cash forecasts and managing working capital, • Experience working directly with banks and lenders, • Strong understanding of GAAP and financial reporting, • Must be local to Fresno or within driving distance, • Willing to attend in-person meetings as needed Preferred: • Construction or home services industry experience, • SBA lending familiarity, • Multi-entity or job-costing experience, • QuickBooks Online expertise What Success Looks Like • Monthly financials delivered on time and accurate, • Clear weekly cash visibility, • Organized and lender-ready financial documentation, • Improved margins and financial discipline, • Leadership has clarity and confidence in financial reporting Compensation & Structure • $60/hour, • 1020 hours per week, • Flexible schedule with weekly leadership meeting required, • Performance bonus available based on milestones (financial accuracy, cash improvements, banking advancements) To Apply Please submit: • Resume, • Brief description of businesses youve supported (size & industry), • Example of a forecasting or reporting system youve built, • Confirmation you are local to Fresno or within driving distance Flexible work from home options available.