Series Next Solutions LLC Fractional CFO (client facing) New Orleans, LA · Remote · Full time

Apply for Fractional CFO (client facing)

What is Series Next Solutions?

We are a scaling start-up based in New Orleans, LA. We started this company because we realized growth-stage businesses need CFO-level expertise, but not a full-time resource. Our model pairs our Fractional CFOs (who serve as part-time CFOs for multiple clients) with our entrepreneur clients, giving them earlier access to Executive-level Finance talent for the cost of an entry-level employee.

What is SNS looking for?

Responsibilities: 

o  Manage client relationships: act as the primary point of contact for their clients from onboarding phase until their successful graduation, as well as the conduit for the flow of information between the client and the Client Operations team. 

o  Use SNS tools & team:  leverage the full SNS Client Operations team and the tools they build and maintain to efficiently and consistently provide SNS’s standard of service to our clients.

o  Execute monthly client meetings: provide CFO-level expertise on behalf of SNS for clients’ monthly financial reviews and forward-looking strategy discussions.

o  Construct and deliver ad hoc financial analyses:  provide Financial Planning & Analysis expertise as one-off questions arise between the monthly meetings

o  Serve as Fractional Controller:  recommend and implement accounting processes, as well as review monthly close process steps for correctness and consistency.

Technical Skills: 

o  Financial Planning and Analysis (required): 5+ years building and working with financial models

o  Advanced Excel competency (required)

o  Accounting concepts (required): familiarity with GAAP accounting concepts

o  QuickBooks Online experience (preferred)

Experience:

o  Finance leadership (required): our fCFOs’ strength is in translating complicated financial concepts into the bullet points entrepreneurs can understand and use to drive business decisions.

o  Experience leading a team (required): our fCFOs lead the SNS Client Operations team for each of their clients, ensuring the team meets deadlines and consistently delivers the SNS standard of service.

Location:  

o  SNS is headquartered in New Orleans, Louisiana. We are open to in-person, hybrid, and remote working arrangements.

What are you looking for?

o  Collaboration: Although you will be the primary point of contact for your client portfolio, you won’t be on your own. You don’t have to do it all – you’ll have Client Operations and Sales teams keeping you focused on CFO-level work. And you don’t have to know it all – you’ll have a team of other fCFOs with a variety of backgrounds that are happy to share their expertise.

o  Flexibility: This role is designed to accommodate both your availability and your desired workload. We source clients for you, and your compensation is driven by the number of clients you choose to take on. Maybe you’re looking for a full-time job with benefits, or part-time, impactful work that flexes around your personal life commitments. We have a spot for you. 

o  Dynamic working environment: Our entrepreneur clients are passionate, visionary thinkers, and we join them for their growth journeys. You will learn about their unique businesses and industries, in an environment where the work is ever evolving. SNS itself is an agile, fast-growing company, and we use the Entrepreneurial Operating System (EOS) model as our framework for growth.

How would you describe the team culture at SNS? 

“Endearingly Nerdy”. Our team shares a passion for Finance and Accounting, and our strength comes from combining forces and using our collective expertise to help our clients scale. 

Next Steps:

If this describes you and you are passionate about using your talents to help founder-led businesses navigate their growth stages, please provide a resume and cover letter. We will review applications on a rolling basis, and only applications with both a resume and cover letter will be considered. In your cover letter, provide integrated responses to the following questions:

1.     Tell us why you think SNS and this role would be a good fit for you. 

2.     Tell us about your best professional accomplishment. 

3.     How do you hope this opportunity will help you grow personally and professionally? 

4.     What is your current capacity, and what are your compensation expectations? 

We are willing to discuss full-time, part-time, hybrid, or remote working arrangements. This position also offers a benefits package if you opt for a full-time arrangement, including health insurance, dental, vision, 401(k), short-term and long-term disability, and an open-ended vacation policy. Some travel (≤ 10%) may be required for client kickoffs and meetings. Our fCFOs are an integral part of our team and typically stay at least two years. Include “I’m ready to scale with SNS!” somewhere in your cover letter to make us smile.