Fractional CFO leading financial strategy, cash management, and banking relationships for a home services company. Ideal for experienced finance leaders seeking part-time engagement.
Responsibilities
Build and maintain rolling 13-week cash flow forecasts
Develop annual budgets and forecasting models
Analyze margins by service line and improve profitability
Provide executive-level monthly reporting and financial insights
Develop KPI dashboards for leadership
Strengthen and manage relationships with local California banks and lenders
Prepare lender-ready financial packages
Support SBA, equipment financing, or credit facility conversations
Monitor loan covenants and debt schedules
Oversee bookkeeper/controller and improve monthly close process
Ensure accurate, timely financial statements
Improve chart of accounts and reporting structure
Build financial processes that scale with growth
Support pricing strategy and cost control initiatives
Improve overhead structure and operational efficiency
Help prepare company for future expansion or financing needs
Requirements
5+ years in CFO, Director of Finance, or Controller roles
Strong small to mid-sized business experience ($2M–$15M revenue)
Experience building cash forecasts and managing working capital
Experience working directly with banks and lenders
Strong understanding of GAAP and financial reporting
Must be local to Fresno or within driving distance
Willing to attend in-person meetings as needed
Preferred: Construction or home services industry experience
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