Fractional CFO at ROOTS STAFFING

Tampa, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

16 May, 26

Salary

0.0

Posted On

15 Feb, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Modeling, Strategic Planning, Capital Planning, Scenario Planning, Financial Reporting, Budgeting, Forecasting, Internal Controls, Risk Management, Organizational Design, Process Optimization, Mentorship, Business Acumen, Data Analysis, Due Diligence, Non-Profit Accounting

Industry

Staffing and Recruiting

Description

Description The Fractional CFO will serve as a strategic financial partner to Senior Leadership, the Executive Team, and the Board, providing business acumen, growth planning, financial clarity, and team development. Which may include: 1. Strategic Growth & Expansion Planning A. Multi-Location Expansion Strategy • Develop a 5-year strategic financial growth plan • Build financial models for: o New location launch economics o Attendance ramp assumptions o Giving per capita sensitivity o Capital requirements (lease vs. purchase vs. build) • Define financial viability thresholds for new locations • Create location performance scorecards • Assist in site selection and financial due diligence B. Capital Planning & Funding Strategy • Long-range capital plan • Debt capacity analysis • Cash reserve policy design • Capital campaign financial modeling • Donor concentration analysis • Evaluate financing options (bond, bank, internal funding, campaign-based) C. Scenario Planning • Best-case / base-case / downside models • Stress-testing giving trends • Liquidity protection strategy • Economic downturn contingency plan 2. Financial Leadership & Governance A. Executive-Level Financial Reporting • Develop Board-ready financial dashboards • KPIs tailored to multi-location operations: o Giving trends by location o Cost per attendee o Ministry efficiency ratios o Payroll ratio benchmarks o Location contribution margin • Cash flow forecasting (rolling 12–18 months) B. Budgeting & Forecasting • Transition from annual static budget to rolling forecast model • Location-level budgeting discipline • Ministry-level accountability frameworks • Variance analysis process improvement C. Internal Controls & Risk Management • Review and strengthen: o Segregation of duties o Cash handling procedures o Location-level controls o IT/financial systems controls • Policy documentation and standardization • Fraud risk assessment 3. Organizational & Finance Team Development A. Current Team Assessment • Evaluate existing accounting and finance staff structure • Skills assessment and role clarity • Identify gaps for multi-location scalability B. Organizational Design • Recommend scalable finance org chart • Define: o Location finance roles o Centralized vs. decentralized functions o Reporting hierarchy • Succession planning framework C. Process Optimization • Close process improvement (reduce days to close) • Accounts payable and receivable process refinement • Location reporting standardization • Financial systems evaluation (if needed) D. Leadership & Mentorship • Ongoing mentoring of Controller/Finance Director • Build analytical capability within team • Establish financial literacy training for location pastors 4. Operational & Strategic Advisory A. Business Acumen Integration • Translate ministry strategy into financial reality • Evaluate ROI of new initiatives • Assess ministry program cost effectiveness • Strategic staffing analysis tied to growth B. Data & Decision Support • Develop executive dashboard • Attendance-to-giving correlation analysis • Donor retention modeling • Predictive growth modeling C. Real Estate & Facility Strategy • Financial analysis for lease vs. own decisions • Long-term facility utilization modeling • Multi-location overhead allocation strategy Deliverables (First 6–12 Months) Phase 1: Assessment (First 60–90 Days) • Financial health diagnostic report • Location-level profitability analysis • Finance team capability assessment Phase 2: Infrastructure Build (Months 3–6) • 5-year financial model • Rolling forecast model • Executive dashboard implementation • Org design recommendation • Capital plan framework Phase 3: Strategic Execution (Months 6–12) • New location launch financial playbook • Capital funding strategy execution support • Ongoing board reporting enhancement • Finance team mentoring and development Engagement Structure • Fractional CFO availability: X hours per week (typically 10–20) – TBD after we refine scope. • Monthly executive strategy sessions • Board participation • Ongoing financial modeling and advisory support Success Metrics • Successful financial launch of new locations • Improved cash reserve ratio • Reduced month-end close timeline • Improved budget-to-actual accuracy • Clear financial visibility across all locations • Strengthened internal control environment • Finance team operating independently at a higher strategic level Requirements Ideal candidate will live within 2 hours of Tampa, FL Must have some non-profit accounting experience PM20

Responsibilities

The Fractional CFO will act as a strategic financial partner to senior leadership, providing business acumen, growth planning, and financial clarity across multi-location operations. Key duties include developing 5-year strategic financial plans, building complex financial models, and establishing executive-level financial reporting and governance.