Strategic Financial Management ...on an Outsourced Basis

CFO Advisor
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Position Description: CFO Advisor

For the client company, the outsourced CFO often becomes the advisor of choice and a key leader.  Responsibilities include advising on the management of working capital, cash flow, budgeting/projections, financing, and interfacing with the company's banking, accounting and legal advisors. The CFO maximizes return on financial assets by establishing/recommending financial policies, procedures, controls, and reporting systems. The CFO reports to the CEO of LGI CFO and the client's designated executive.

Primary Client Focused Responsibilities
  • Oversee client's financial management to include developing financial, accounting, billing, internal control and budget policies and procedures as required.
  • Recommend state-of-the-art financial technologies, processes, procedures and management information systems.
  • Establish and maintain appropriate internal control safeguards.
  • Determine client's financial and accounting agendas. Respond accordingly.
  • Oversee client financial management projects including acquisitions, required capital and financing.
  • Oversee the preparation of financial statements, financial reports and special analyses.
  • Analyze and project cash flow, cost controls, cost reduction opportunities, capital investment needs and expenses to guide business leaders. Analyze financial statements to pinpoint potential weak areas.
  • Serve on strategic planning, goal setting and policy-making committees as required.
  • Interact with client department heads to provide consultative support to planning initiatives through financial and management information analyses, reports, and recommendations.
  • Hire, mentor, coach, and empower accounting department employees to improve their capabilities, performance, and impact.
  • Manage relationships with outside professionals including bankers, CPAs, attorneys and insurance agents.

Primary LGI CFO Focused Responsibilities
  • Develop a pipeline to produce new clients using activities such as publishing articles, developing an effective networking program, attending events with potential clients/networking sources, conducting or helping with speaking engagements and workshops (with the help of senior management)
  • Write effective proposals using the LGI CFO template.
  • Attend LGI CFO management/strategic/fellowship meetings.
  • Add value to each client by matching available opportunities to recommended actions.

Minimum Requirements: Knowledge, Abilities, Values, Skills

  • Knowledgeable of finance, accounting, budgeting, and cost control principles. Has applied experience in creating control procedures.
  • Comfortable with group speaking and selling activities
  • Build key relationships with referral sources.  
  • Demonstrated proficiency in using financial software (accounting packages and Excel).
  • Experienced in utilizing automated financial and accounting reporting systems.  Report monthly/quarterly results to Senior Management team and bankers.
  • Possess ability to analyze financial data and prepare financial reports, analyses and cash-flow projections.
  • Possess exceptional written and verbal communication and interpersonal skills.
  • Willingness to work a flexible schedule and travel to out of town locations if required
  • 5+ years accounting/finance experience as a CFO or equivalent with at least 10 years of overall financial experience
  • Excellent project and time management skills
  • High degree of exposure to formal business processes
  • Demonstrated experience as a leader, team-player and mentor
  • Intrinsically motivated with high degree of emotional intelligence
  • Unquestionable character, integrity, loyalty, responsiveness, commitment
  • Experienced in working through difficult financial situations with companies

Minimum Educational Requirements
  • Bachelors degree in Accounting, Finance or equivalent
  • MBA and/or CPA is a plus

Benefits and Compensation
  • Simple IRA 3% match
  • Non Qualified benefit plan (similar to phantom stock)
  • Flex time
  • Expense reimbursement (can include medical insurance component)

Please email resumes confidentially to
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