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19 jobs similar to CFO Strategist (Multi-Client)

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Global Unlimited PTO

  • Assist monthly financial close and related activities for clients.
  • Communicate and report to tax agencies.
  • Provide five-star client service.

FinStrat Management (FSM) is seeking a motivated individual to join our team. We support accounting operations and financial reporting for a number of FSM clients and value people with accounting experience.

US

  • Build and grow your own client relationships.
  • Conduct financial needs analyses and deliver personalized solutions.
  • Continuously develop your skills through training and mentorship.

Traction Forge Financial, powered by Global Financial Impact (GFI), is expanding. They are looking for driven and competitive individuals ready to build a career, offering training, mentorship, and licensing support.

US

  • Own high-impact strategic analyses, translate insights into actionable recommendations, and lead initiatives that drive business growth.
  • Advise and partner with senior management and the C-suite to develop and implement growth strategies.
  • Create scalable internal processes and systems that connect and support company operational improvement.

LeanTaaS creates software solutions combining lean principles, predictive and prescriptive analytics, and machine learning to transform hospital and infusion center operations. They have raised more than $300 million and have been named among the top 100 AI companies in the world.

$89,000–$151,300/yr
US

  • Oversees the monthly, quarterly, and annual financial reporting responsibilities.
  • Participates in month end close support and prepares budget/forecast variance analysis.
  • Analyzes financial data to explain variance drivers, identify trends, and call attention to opportunities to improve performance.

US Anesthesia Partners is the highest-quality single-specialty anesthesia practice in the United States. They have over 6,000 employees across 10 states and their clinical and non-clinical staff support each other as they work toward a common vision.

US 3w PTO

  • Generate revenue growth and manage your client relationships in a named account environment.
  • Act as a strategic partner and primary contact, helping clients utilize data, analytics, software, and technology solutions.
  • Uncover new opportunities by developing relationships with new partners across the financial services industry.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange, they have a team of 22,500 people across 32 countries and our corporate headquarters are in Dublin, Ireland. Experian's culture and people are important differentiators and we take our people agenda very seriously.

US Unlimited PTO

  • Lead customer onboarding and deployment for smooth implementation experiences.
  • Partner with cross-functional teams to execute plans and solve customer problems efficiently.
  • Analyze client financial workflows to translate needs into clear, practical solutions.

Rillet serves accounting and finance teams by providing an AI-native ERP designed to help run financial operations with speed, accuracy, and insight. This high-growth startup is backed by top-tier investors, fosters a fast-paced culture of extreme agency and customer focus, and has offices in major cities.

$125,000–$140,000/yr
US Unlimited PTO

  • Play a critical role in executing a highly efficient, accelerated monthly accounting close.
  • Own the revenue recognition function from end-to-end under ASC 606.
  • Lead audit-readiness initiatives, preparing robust audit schedules and workpapers for external auditors.

Bluesight creates solutions that increase efficiency, safety and visibility for health systems, hospital pharmacy, and pharmaceutical manufacturers. They are a high growth healthcare information technology company with a start-up vibe but over 3,000 customers.

US

  • Manage and perform month-end close processes and prepare consolidated financial statements for multiple entities.
  • Ensure GAAP compliance, reconcile intercompany transactions, and support annual audits and acquisition integrations.
  • Identify and implement process improvements to build scalable systems and reporting tools for organizational growth.

Arizona General is a partner company of Jobgether working in the technology sector. The company focuses on providing opportunities for professional growth and fostering a diverse, inclusive culture that supports ongoing education.

$80,000–$95,000/yr
US Unlimited PTO

  • Analyze credit card processing statements and create pricing proposals.
  • Identify strategic opportunities and manage company profitability.
  • Improve core business metrics through forecasting and variance analysis.

Gravity Payments is a collaborative team where creative leadership, passion for progress, and responsibility are paramount. They seem to have a caring culture focused on clients and community.

US Canada

  • Serve as a trusted advisor to clients' finance and accounting leaders.
  • Lead client conversations on intercompany accounting and accounts payable workflows.
  • Advise clients on the accounting implications of ERP configuration decisions.

Echo Park Consulting provides financial and accounting advisory services. They help clients navigate the intersection of AI and modern accounting practices with a builder’s mindset for solving problems.

$60,000–$115,000/yr

  • Provide subject matter expertise in technical accounting and XBRL.
  • Provide guidance and technical consultation to clients on XBRL mapping.
  • Produce and prepare XBRL-formatted financial statements for client companies.

Toppan Merrill simplifies regulatory disclosure and communications with an intuitive end-to-end SaaS platform. They are a leading partner for the financial, legal, health and capital markets, valuing high-trust collaboration and unique skills.

$111,892–$144,739/yr
Global

  • Own financial analysis and strategic planning to drive business decisions.
  • Manage budgeting, forecasting, and reporting to explain both numbers and the strategic narrative.
  • Identify key business drivers, optimize financial performance, and support strategic growth.

It is a venture capital-backed digital health startup. The company has a dynamic, remote-first culture for driven professionals.

$110,000–$130,000/yr
US Canada Unlimited PTO

  • Build detailed financial models and analyses to enable business planning and strategic decision making.
  • Analyze trends and distill actionable insights to guide long-term strategy and day-to-day execution.
  • Support corporate finance workstreams including annual planning, forecasting, and board materials.

Velora is a unified company formed by Aplos, Raisely, and Keela, with the mission to help nonprofit organizations thrive. They offer a suite of tools for fundraising, donor management, financial tracking, and communications. They are a remote-first company.

$125,000–$165,000/yr
US

  • Lead the full month-end close process, delivering timely and accurate consolidated financials.
  • Oversee transactional accounting, including AP, payroll, commissions, invoicing, and bank reconciliations.
  • Evaluate current NetSuite setup and drive decisions on optimization or migration to new finance systems.

Exponent Partners drives the transition from outsourced to in-house accounting. The company seems to be capital-backed and tech-focused, offering a clear path to controller and ownership of consolidated financials and ERP strategy.

$70,000–$90,000/yr
US

  • Provides analysis and reconciliation of complex financial data.
  • Reviews accounting and internal control procedures.
  • Prepares materials for internal and external audiences.

Transforming Age is a nonprofit network dedicated to improving the lives of seniors through residences, services, and resources. They integrate housing, community services, technology, philanthropy, and partnerships and are committed to a Culture of Excellence.

US

  • Leading the full onboarding lifecycle for new clients - from kickoff through transition to their long-term team
  • Developing client relationships - building trust through clear communication and strong financial guidance
  • Building, refining, and scaling onboarding processes to improve speed, quality, and client experience

Breakwater Accounting & Advisory provides outsourced accounting services to small businesses and nonprofits across the U.S. We are a woman-led company, a four-time Top Workplace (Delaware News Journal), and an Inc. 5000 fastest-growing company.

$12,000–$125,000/yr
US

  • Educate and Develop Financial Need Analysis (FNA) for Clients
  • Place families, individuals, and business owners in a financial position of advantage.
  • Protect Assets/Funds, Build and Leave a Legacy, Index Strategies, and Estate Planning.

They are seeking motivated individuals to join their team as remote agents. They offer a comprehensive training program to help you succeed.

US

  • Assist with financial planning and budgeting processes to create financial plans within targeted levels.
  • Analyze financial statements and data and present financial data using detailed reports and charts.
  • Research and prepare variance analysis and explanations.

UnityPoint Health is committed to its team members and has been recognized as a Top 150 Place to Work in Healthcare by Becker's Healthcare. They champion a culture of belonging where everyone feels valued and respected, honoring the ways people are unique and embracing what brings us together.

Global

  • Perform full-cycle bookkeeping for multiple entities.
  • Manage and reconcile accounts payable, receivable, bank accounts, and credit card transactions.
  • Post and review general ledger entries; ensure accuracy of financial data.

Uvation's finance team is looking for a skilled Accountant & Bookkeeper to manage the company’s day-to-day financial operations. The role involves maintaining accurate financial records, managing accounts payable and receivable, and ensuring compliance with tax laws and regulations.