Fractional CFO Consultant
The Virginia Society of CPAs, Richmond, VA, United States
Overview & Responsibilities
SIMA Financial Group, Inc. is a trusted, full-service firm headquartered in Richmond, Virginia, serving business owners, executives, entrepreneurs, and investors since 1985. Our integrated team delivers expertise across accounting & tax, payroll & workforce management, employee benefits, corporate retirement, wealth management, and technology, always with a client-centered, values-driven approach. We’re proud of our morally rich culture and commitment to principled, personalized care that helps clients thrive.
The Fractional CFO Consultant provides strategic financial leadership to small and mid-sized business clients who need CFO-level guidance without a full-time, in-house executive. This role partners directly with business owners and leadership teams to improve financial clarity, strengthen processes, support growth, and guide strategic decision-making. The Fractional CFO Consultant serves as a trusted advisor, delivering high-level financial insight while collaborating closely with internal accounting and tax teams to ensure accurate execution and compliance.
Serve as a fractional CFO for assigned clients, acting as a strategic financial partner to ownership and executive teams
Provide financial leadership around budgeting and forecasting, cash flow planning and management, financial modeling and scenario analysis, KPI development and financial reporting
Advise clients on accounting structure, internal controls, and process improvements
Support business planning, growth initiatives, and strategic decision-making
Collaborate with internal accounting and tax teams to ensure accurate, timely financial information
Review and interpret financial statements, identifying trends, risks, and opportunities
Support tax planning strategies in coordination with tax professionals
Participate in client onboarding and ongoing advisory meetings
Communicate complex financial information clearly to non-financial stakeholders
Identify opportunities to expand advisory services where appropriate
Uphold SIMA’s standards for professionalism, accuracy, confidentiality, and client service
Salary & Benefits We offer an attractive salary with future opportunities for growth and advancement. In addition, we offer an exceptional benefit package, including an employer 401(k) contributions, Paid Time Off, long-term disability insurance, life insurance, and elective medical, dental and vision benefits.
EOE. SIMA Financial Group, Inc. reserves the right to alter, change, modify and/or terminate this job posting at any time without notice, or obligation, to any party.
Education & Experience
Bachelor’s degree in Accounting or relevant field from an accredited university required
Certified Public Accountant (CPA) license in good standing required
Minimum of 5 years of experience in accounting, advisory, or CFO-level consulting
Demonstrated experience working directly with business owners or executive teams
Strong understanding of financial statements, cash flow management, and business operations
Experience with QuickBooks and similar accounting systems required
Experience with tax planning and coordination with tax preparation teams preferred
Skills & Core Values
Strategic thinker with strong analytical problem-solving skills
Ability to translate financial data into actionable business insights
Strong communication skills, both written and verbal
Client-service oriented with the ability to build long-term advisory relationships
High level of professionalism, discretion, and confidentiality
Highly organized with strong time management and prioritization skills
Self-motivated and comfortable working independently in a fast-paced environment
Collaborative mindset with the ability to work cross-functionally with internal teams
Physical Requirements
Prolonged periods of remaining in a stationary position at a desk and working on a computer
Work is performed in an office environment and constantly operates a computer, keyboard, and mouse in addition to other office equipment such as copy machine, computer printer, calculator, etc.
Occasionally move about inside the office to access file cabinets, office equipment, etc.
Occasionally moves office equipment weighing up to 25 pounds for various office needs
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The Fractional CFO Consultant provides strategic financial leadership to small and mid-sized business clients who need CFO-level guidance without a full-time, in-house executive. This role partners directly with business owners and leadership teams to improve financial clarity, strengthen processes, support growth, and guide strategic decision-making. The Fractional CFO Consultant serves as a trusted advisor, delivering high-level financial insight while collaborating closely with internal accounting and tax teams to ensure accurate execution and compliance.
Serve as a fractional CFO for assigned clients, acting as a strategic financial partner to ownership and executive teams
Provide financial leadership around budgeting and forecasting, cash flow planning and management, financial modeling and scenario analysis, KPI development and financial reporting
Advise clients on accounting structure, internal controls, and process improvements
Support business planning, growth initiatives, and strategic decision-making
Collaborate with internal accounting and tax teams to ensure accurate, timely financial information
Review and interpret financial statements, identifying trends, risks, and opportunities
Support tax planning strategies in coordination with tax professionals
Participate in client onboarding and ongoing advisory meetings
Communicate complex financial information clearly to non-financial stakeholders
Identify opportunities to expand advisory services where appropriate
Uphold SIMA’s standards for professionalism, accuracy, confidentiality, and client service
Salary & Benefits We offer an attractive salary with future opportunities for growth and advancement. In addition, we offer an exceptional benefit package, including an employer 401(k) contributions, Paid Time Off, long-term disability insurance, life insurance, and elective medical, dental and vision benefits.
EOE. SIMA Financial Group, Inc. reserves the right to alter, change, modify and/or terminate this job posting at any time without notice, or obligation, to any party.
Education & Experience
Bachelor’s degree in Accounting or relevant field from an accredited university required
Certified Public Accountant (CPA) license in good standing required
Minimum of 5 years of experience in accounting, advisory, or CFO-level consulting
Demonstrated experience working directly with business owners or executive teams
Strong understanding of financial statements, cash flow management, and business operations
Experience with QuickBooks and similar accounting systems required
Experience with tax planning and coordination with tax preparation teams preferred
Skills & Core Values
Strategic thinker with strong analytical problem-solving skills
Ability to translate financial data into actionable business insights
Strong communication skills, both written and verbal
Client-service oriented with the ability to build long-term advisory relationships
High level of professionalism, discretion, and confidentiality
Highly organized with strong time management and prioritization skills
Self-motivated and comfortable working independently in a fast-paced environment
Collaborative mindset with the ability to work cross-functionally with internal teams
Physical Requirements
Prolonged periods of remaining in a stationary position at a desk and working on a computer
Work is performed in an office environment and constantly operates a computer, keyboard, and mouse in addition to other office equipment such as copy machine, computer printer, calculator, etc.
Occasionally move about inside the office to access file cabinets, office equipment, etc.
Occasionally moves office equipment weighing up to 25 pounds for various office needs
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