QUALIFICATIONS & COMPETENCIES

• 15+ years in accounting/finance with proven CFO-level experience.
• CPA, CMA, or advanced degree in Finance/Accounting preferred.
• Proficient in QuickBooks Online, Excel, and cloud-based finance systems.
• Strong financial modeling and forecasting skills, with comfort adopting AI-driven tools.
• SaaS experience and exposure to data/tech-driven environments a plus.
• Strong communicator, strategic thinker, and mentor.
• Prior experience in startups, remote teams, and high-growth environments ideal.
• Values integrity, curiosity, and clear communication—with a sense of humor.
• A blend of strategic and technical curiosity—willing to learn, adapt, and lead with clarity.

READ THIS FIRST: THIS ROLE ISN’T FOR EVERYONE

Are You Ready for the Future of Finance?
At Focused Energy, we don’t just acknowledge the shift happening in finance and accounting—we’re building for it. AI and Machine Learning aren’t just buzzwords here; they are a fast-moving reality already automating and replacing many of the industry’s traditional tasks.
We see what’s coming.
We believe it.
And we’re not running from it—we’re integrating it.
Through our proprietary AI & ML tools, we’re reshaping how strategic finance is delivered—raising the bar well beyond what most Fractional Finance & Accounting firms can offer. Our clients don’t just get reports—they get clarity, foresight, and decision-making power at the speed of modern business.

So we’ll ask you:

• Are you paying attention to how technology is transforming your field?
• Do you want to lead rather than react to change?
• Are you someone who delivers exceptional strategic service, and is eager to scale that impact through intelligent enablement?

We understand that for many, this path may not sound exciting—it might even sound unsettling. That’s okay. This isn’t for everyone.
We’re only looking for the uncommon talent—the ones ready to shape the future rather than brace against it.
If that’s you, we invite you to continue with the job description below..
Not out of obligation, but out of shared ambition.

PURPOSE OF THE ROLE

The Chief Financial Officer (CFO) will serve as the Client Lead on projects, managing the financial actions of client businesses. This includes structuring financial systems, developing policies, and contributing directly to strategic execution.
More than ever, this role requires someone who embraces innovation—particularly the use of AI/ML-powered tools—to drive clarity, speed, and operational scale. You’ll collaborate closely with executive teams while guiding internal talent and leveraging technology to ensure high-impact outcomes.

WHAT YOU’LL BE DOING

• Client Lead: Serve as the primary contact on client projects; lead teams of Controllers and Accounting Associates.
• Strategic Collaboration: Partner with C-level executives to drive financial strategy and planning.
• Financial Management: Oversee financial systems, KPIs, and operational metrics—identifying automation opportunities powered by AI/ML.
• Budgeting & Forecasting: Leverage predictive analytics and traditional modeling to guide forward-looking plans.
• System Design & Automation: Architect scalable, tech-enabled workflows using both best practices and AI-enhanced tools.
• Team Leadership: Mentor and direct finance team members to deliver on scope, on time.
• Reporting: Provide real-time, actionable insights with the help of AI-integrated dashboards and data pipelines.
• Operational Improvement: Use data trends—surfaced both manually and algorithmically—to make better decisions faster..

PRINCIPAL RESPONSIBILITIES

• Cash Flow Management: Build and maintain customized weekly cash flow models.
• Financial Reporting: Ensure timely publication and analysis of monthly financial statements.
• Internal Controls: Strengthen financial processes and enforce best practices.
• Audit Coordination: Manage preparation and support for annual audits.
• Local Presence (Denver): Participate in client meetings when necessary.