DRDA seeks a fractional CFO to lead an assigned client portfolio, covering cash-flow forecasting, management reporting, KPI dashboards, and monthly executive reviews within a structured advisory practice.
DRDA is a CPA-founded firm building out its DRDA-FOS™ Financial Operating System and fractional CFO advisory practice. You will join at three days per week with a portfolio sized to that capacity, with a defined path to four and then five days as the firm's client base scales toward 300 clients. Rather than building bespoke solutions for each client, you will work within and help refine standardised reporting packages, forecast models, and dashboard tools.
This role suits a finance leader who wants a genuine growth trajectory inside a structured practice. You will own client relationships, lead monthly executive reviews that translate financial data into clear decisions, and progressively delegate recurring production to analysts and controllers as your team grows beneath you.
- Act as fractional CFO for an assigned client portfolio, covering cash-flow forecasting, management reporting, KPI dashboards, and executive reviews.
- Lead monthly executive reviews that connect financial data directly to client decision-making.
- Use and help refine DRDA's standardised FOS reporting packages, forecast models, and dashboard tools.
- Contribute to the development of firm-wide templates and reporting frameworks from day one.
- Mentor analysts and controllers added to your portfolio so recurring production is progressively delegated.
- Seven or more years of finance leadership experience, including fractional or outsourced CFO roles.
- Strong grounding in cash-flow forecasting, management reporting, and KPI or dashboard design.
- Comfortable operating within and refining a standardised playbook across multiple clients.
- Demonstrated track record of developing junior finance team members.
- Excel fluency required; experience with Power Query, Power BI, or Domo is a strong advantage.
DRDA, LLC is a consulting firm transitioning from a traditional CPA practice into an advisory-led model. Its DRDA-FOS™ Financial Operating System sits at the centre of this shift, providing clients with forward-looking financial oversight. The firm is actively growing its fractional CFO team as its FOS client base expands.
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