Fractional CFO - Digital Marketing Agency
We are looking for an experienced Fractional CFO with agency or professional services finance experience to serve as a strategic financial partner.
Requirements
- 5+ years of experience in finance, accounting, or CFO-level work.
- Experience working with agencies or professional services firms strongly preferred.
- Proven experience building client profitability models and margin dashboards for retainer businesses.
- Expert-level QuickBooks Online experience managing financial systems for service businesses.
- Advanced Google Sheets or Excel skills, including financial modeling and scenario analysis.
- Experience using time-tracking platforms (ClickUp, Harvest, Toggl, or similar) for client profitability analysis.
- Deep understanding of retainer-based agency economics, including billable hours, labor utilization, and margin optimization.
- Strong communication skills with the ability to translate complex financial insights into clear executive summaries.
- Highly self-managed with the ability to work asynchronously and meet strict monthly deadlines.
- Experience working with EOS (Entrepreneurial Operating System) companies.
- Familiarity with dual-basis financial reporting (cash basis for tax, accrual-style management reporting).
- Experience with SBA loan structures and debt service modeling.
- Proven experience recommending client repricing strategies based on profitability data.
- Experience supporting personal or executive tax planning coordination.
Benefits
- Fully Remote
- Career Growth: Join companies in SaaS, MarTech, and B2B services
- Peer Community: Connect with high-performing sales professionals in our network
- Ongoing Support: Receive guidance from Huzzle before and after placement
- Tailored Compensation: Salaries vary by client and candidate preference
Originally posted on Himalayas