About the role

  • 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
  • SBA lending familiarity
  • Multi-entity or job-costing experience
  • QuickBooks Online expertise

Benefits

  • Bonus based on performance
  • Competitive salary
  • Opportunity for advancement

Job title

Fractional CFO – Home Services

Job type

Experience level

Mid levelSenior

Salary

$60 per hour

Degree requirement

No Education Requirement

Location requirements

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