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Balance Planning Limited

Finance & CFO Advisory

Active
On-site
USA (Cash, AR)
2026-08-05
Job Summary

Fractional CFO engagement providing executive financial leadership on a part-time basis, covering cash flow management, financial planning, and ERP implementation to support growth readiness.

Job Details

Balance Planning Limited is seeking a fractional CFO to deliver senior financial leadership without the overhead of a full-time hire. The engagement covers cash flow management, financial planning, and ERP implementation, with a focus on improving decision-making quality and preparing the organisation for sustainable growth.

This is a part-time, on-site role suited to an experienced finance executive who can step into an advisory capacity and deliver measurable outcomes across operational and strategic finance.

Job Responsibilities
  • Provide executive-level financial leadership on a fractional basis
  • Manage and strengthen cash flow planning and forecasting
  • Lead or support ERP implementation and systems improvement
  • Develop financial plans aligned to business growth objectives
  • Advise on key business decisions using financial analysis and modelling
  • Identify opportunities to improve financial processes and controls
Job Requirments
  • Proven experience in a CFO or senior finance leadership role
  • Strong background in cash flow management and financial planning
  • Experience leading or supporting ERP implementation projects
  • Ability to work effectively in a part-time or fractional capacity
  • Commercially minded with the ability to translate financials into business strategy
About the Company

Balance Planning Limited is a financial advisory firm offering fractional CFO and financial planning services to businesses seeking executive finance expertise without the cost of a full-time hire. The firm focuses on cash flow improvement, strategic planning, and operational finance support.

Balance Planning Limited

Finance & CFO Advisory

Fractional Contract

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