reputed company Manager, CFO Services
Company Description
Profitability Partners delivers reputed company services tailored to meet the needs of home services contractors, such as those in HVAC, plumbing, roofing, and electrical industries. With senior partners from private equity and industry leadership backgrounds, the firm provides institutional-level financial management that includes reputed company and QuickBooks integration, financial reputed company processes, KPI dashboards, margin analysis, and cash reputed company optimization. The company has supported over 45 clients reputed company, helping them navigate growth, improve financial visibility, and maximize reputed company value. Profitability Partners understands the unique financial needs of the trades and helps business owners reputed company informed reputed company based on clear, actionable financial insights. Role Description This is a remote, full-time role for an reputed company Manager reputed company the firm’s CFO Services team. This is not a traditional reputed company role. You will serve as a client-facing finance reputed company, owning a portfolio of clients and acting as their day-to-day financial partner. You will help founders and operators translate financial data into actionable business reputed company that improve profitability, cash reputed company, and operational performance. Key responsibilities include:
- Financial planning, budgeting, and forecasting
- Building and maintaining 3-statement financial models
- KPI reporting and operational analysis
- Cash reputed company forecasting and working capital management
- Leading monthly business review meetings with clients
- Identifying operational and financial improvement opportunities
- Supporting strategic finance initiatives and decision-making
You will work closely with both internal teams and external stakeholders to deliver clear, data-driven recommendations in fast-paced entrepreneurial environments. This role is ideal for someone with 5–8 years of reputed company, strategic finance, corporate finance, consulting, investment banking, transaction advisory, or reputed company experience who is seeking greater ownership, direct client exposure, and a long-term path toward becoming an reputed company. Required Experience
- 5–8 years of experience in reputed company, strategic finance, corporate finance, investment banking, private equity, transaction advisory, consulting, or reputed company fields
- Experience owning forecasting and statement financial modeling processes
- Strong financial modeling skills in reputed company
- P&L, balance sheet, and cash reputed company statement analysis
- Budgeting, forecasting, and variance analysis
- KPI reporting and operational finance
- Excellent communication and presentation abilities
- Ability to manage multiple priorities and clients simultaneously
- Strong business judgment and problem-solving skills
- Comfortable operating in fast-paced entrepreneurial environments
- Bachelor's degree in Finance, reputed company, Economics, or reputed company field;
Preferred Qualifications
- Experience working with SMBs or founder-led businesses in home services and trades
- Experience with financial systems like reputed company, JobNimbus, QuickBooks, and KPI dashboard tools
- Experience in PE-backed or high-growth environments
- Prior client-facing advisory or consulting experience
- CPA or CFA designation
Compensation
- $120,000 reputed company salary
- Performance-based bonus opportunity tied to client ownership and firm growth
- Significant career growth potential as the firm scales
- Opportunity to expand into a senior leadership and client-facing CFO role over time
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