Fractional CFO

VisionPath CFO works with owner-led businesses across professional services, project-based firms, nonprofits, multi-entity organisations, franchisors, and healthcare. The firm's point of difference is communicating financial insight in plain language, ensuring owners leave every meeting with clear actions they can take immediately.

This role involves deep engagement with 2-4 clients at a time, building financial strategy in genuine partnership with owners rather than simply presenting recommendations. The work spans rigorous modelling on pricing, contracts, capital structure, and transactions, through to architecting bespoke reporting frameworks. The hire will also manage relationships with external parties including lenders, CPAs, brokers, and advisors, and lead difficult but necessary financial conversations with client leadership.

• Own the client finance relationship as the primary strategic partner, maintaining active involvement in decision-making beyond crisis moments
• Develop financial strategy collaboratively with owners, building models across pricing, contract economics, acquisition analysis, capital structure, and exit readiness
• Architect the reporting and metrics framework for each client, determining what the business should monitor and building the supporting infrastructure
• Manage external stakeholder relationships including lenders, advisors, brokers, and outside CPAs
• Communicate complex financial information clearly so non-financial owners can understand and act on it
• Collaborate with the VisionPath CFO team through shadowing sessions and weekly leadership check-ins

• 10 or more years of experience as a CFO or in a comparable senior finance role
• Direct experience working with owner-led businesses under $50 million in revenue
• Hands-on M&A, capital structure, or exit advisory experience
• Proven ability to build financial models for strategic decisions independently
• Track record managing relationships with external stakeholders such as lenders, investors, and board members
• Must operate as a 1099 independent contractor with own LLC and professional E&O insurance

VisionPath CFO provides strategic financial guidance to owner-led businesses typically generating between $5 million and $50 million in revenue. The firm serves professional services, project-based, nonprofit, healthcare, and multi-entity organisations, with a focus on translating complex financial insight into clear, actionable direction for business owners.