CLIENT ACCOUNTING SERVICES CFO

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Vision insurance

About OASIS:
OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs. Our team supports clients through bookkeeping, compliance, and reporting—powered by cutting-edge technology and a people-first culture.

About the Role:
OASIS Directors provide outsourced CFO-level leadership across a range of industries, helping clients manage their strategic finance functions, cash flow, capital planning, and team development.

Responsibilities:

• Act as outsourced CFO for select clients, managing internal and external finance teams
  
  
• Deliver strategic advice, cash flow forecasts, and capital plans to client leadership
  
  
• Build and review monthly financial packages with analysis and recommendations
  
  
• Design and implement budgeting frameworks and rolling forecasts
  
  
• Lead special projects (e.g., pricing models, bank relationships, funding prep)
  
  
• Represent OASIS at board meetings, investor calls, and key client events
  
  

Qualifications:

• CPA or MBA strongly preferred
  
  
• 8–10+ years experience in senior accounting/finance roles, including CFO/controller functions
  
  
• Demonstrated ability to lead teams and manage client relationships across sectors
  
  
• Comfort operating in a fast-paced, tech-enabled, fractional environment