Fractional CFO

This is a client-facing role embedded within the CAS practice, serving as a strategic financial advisor to a portfolio of clients. You will act as an extension of the firm, delivering CFO-level insight and guidance to business owners and leadership teams who do not have or need a full-time CFO.

The position involves working closely with internal CAS, tax, and payroll teams to ensure clients receive seamless, integrated financial leadership. You'll serve as the outsourced CFO for assigned clients, acting as their primary strategic financial advisor while coordinating with various service teams within the firm.

• Serve as outsourced CFO for assigned portfolio of CAS clients
• Develop and maintain client budgets, cash flow forecasts, and financial projections
• Build financial models to support client decision-making around growth and capital expenditures
• Establish and monitor KPIs and financial dashboards tailored to each client
• Prepare and present monthly or quarterly financial reporting packages to leadership
• Lead recurring financial review meetings, identifying trends and opportunities

• Experience as CFO or senior financial executive
• Strong background in financial planning and analysis
• Proven ability to communicate complex financial data to non-financial stakeholders
• Experience working with closely held companies across diverse sectors
• Client advisory and relationship management skills
• Collaborative approach to working with internal service teams

Lucida Tax + Accounting Solutions is a full-service accounting firm with over 100 professionals across four locations. The company specialises in supporting closely held businesses in various sectors including healthcare, real estate, and manufacturing.