Fractional CFO

Who is Kaizen?

At Kaizen CPAs + Advisors, we’re a people-first firm dedicated to helping businesses overcome financial challenges and achieve their goals. With decades of experience, we focus on practical, forward-thinking solutions that put people at the heart of everything we do.

Our work is guided by four core values:

• Own It: Take pride in solving problems and delivering results.
• Be an Ideal Team Player: Collaboration and support are key to our success.
• Make a Positive Impact: We’re committed to making a difference for our clients, team, and community.
• Embrace a Growth Mindset: Constant learning and evolving helps us grow—together.

At Kaizen and Your Payroll Department (YPD), we prioritize the growth and well-being of our people. You’ll join a supportive team where challenges are turned into opportunities, and where your work truly makes a difference for our clients, the team, and your career. Join us and experience a people-first culture that values your success and development!

Are you the one business owners call when the numbers stop making sense?

Kaizen CPAs + Advisors is hiring a full-time Fractional CFO to lead financial strategy for a portfolio of fast-growing small- and mid-sized businesses. You’ll work directly with entrepreneurial leaders who rely on your insight to make smart, forward-looking decisions.

In this role, you’ll own financial reporting, forecasting, and budgeting—while guiding business owners through critical moments and mentoring a rising Financial Analyst. If you’re a strategic thinker who thrives on turning insight into action, we want to hear from you.

Key Responsibilities

Financial Strategy & Reporting

• Manage monthly and quarterly financial reporting packages (P&L, balance sheet, cash flow, BvA, KPIs)
• Lead budgeting, rolling forecasts, and scenario modeling
• Develop financial models to support pricing, capital investment, and strategic planning
• Evaluate and improve internal controls and financial processes
• Identify advisory opportunities and contribute to firm-wide thought leadership

Client Advisory

• Facilitate monthly and quarterly review meetings with business owners and stakeholders
• Lead initial strategy sessions and create 12-month financial roadmaps
• Present financial insights in a clear, actionable format without unnecessary complexity
• Maintain timely, proactive communication and ensure all client touchpoints are documented

Team Leadership

• Supervise and mentor a Financial Analyst, providing direction, feedback, and growth opportunities
• Collaborate with cross-functional teams to deliver a consistent client experience
• Promote process improvement, operational efficiency, and alignment with firm values

Engagement Oversight

• Lead onboarding for new CFO engagements, including accounting clean-up and reporting system setup
• Manage reforecasting cycles and oversee any financial system transitions
• Support M&A activity through financial due diligence and integration planning
• Maintain active CPA, CMA, or EA licensure and comply with all applicable professional standards

• Bachelor’s degree in Accounting, Finance, or related field; Master’s or MBA preferred
• Active CPA, CMA, or EA license required
• 10+ years of progressive finance/accounting experience, with at least 3 years in a CFO or senior strategic finance role
• Intermediate-level tax knowledge, with the ability to advise on entity structure, owner compensation, and general tax implications
• Experience advising small to mid-sized privately held businesses across industries
• Strong financial modeling, forecasting, and analytical skills
• Excellent written and verbal communication skills, with the ability to simplify complex financial concepts

Here’s a peek at what’s ahead as we get to know each other:

✨ Please note: Progression through each step of the interview process is based on fit and qualifications and is not guaranteed for all applicants. We kindly ask that you do not contact us directly regarding your application, as doing so may result in disqualification.

Apply: Submit your resume for review.

Phone Screen: If we think there might be a great fit based on your resume, a brief call with HR will be scheduled to learn more about you and share details about the role.

First Panel Interview: Meet with the hiring team to discuss your experience, skills, and alignment with our core values.

Assessments & References: Complete relevant assessments and provide professional references to help us get a full picture of your potential.

Second Panel Interview: A deeper conversation with the team to explore fit, expectations, and next steps.

Offer: If it’s a match, we’ll extend an offer and begin onboarding!

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Perks of Being Part of Our Team ✨

Compensation: Starting at $120k per year, based on experience, with the opportunity for commission incentives when earnings exceed annual compensation.

Benefits: We offer a competitive benefits package designed to support your health, well-being, and work-life balance. Benefits may include:

• Medical, Dental, and Vision Insurance
• Short-Term & Long-Term Disability and Life Insurance
• Cafeteria/Section 125 Plan
• Retirement/401(k): Employer match with 100% vesting on day one of eligibility
• Paid Vacation: Starting at 2 weeks, available for use from day one
• Paid Personal Time (PTO): 32 hours available to use from day one
• Paid Holidays: New Year’s Day, Memorial Day, Independence Day, Labor Day, Thanksgiving, the day after Thanksgiving, Christmas Eve (if it falls during the work week), and Christmas Day

Note: Benefits are subject to change or revocation at the sole discretion of the Firm.

Equal Opportunity Employer: Kaizen CPAs + Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace, free from discrimination and harassment. We prohibit discrimination based on race, color, religion, age, sex, national origin, disability, genetics, veteran status, sexual orientation, gender identity, or any other characteristic protected by law. This policy applies to all aspects of employment, including recruitment, hiring, promotion, termination, leave of absence, compensation, and training.

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