Frequency
Common in Growing Small Businesses, Essential Beyond $5M-$10M in Revenue.
Especially necessary once complexity rises — inventory, multiple sales channels, debt, investors, or rapid growth all make this a key hire.
Industry Zones
Daily Plan
Oversee all financial planning, analysis, and reporting for the business
Build and manage financial models, budgets, and forecasts
Track cash flow, working capital, and liquidity
Partner with leadership on pricing, growth strategy, and major purchases
Monitor inventory costs, COGS, gross margins, and capital expenditures
Secure funding or manage banking relationships (debt, equity, lines of credit)
Ensure accurate financial reporting and tax compliance
Provide strategic recommendations to CEO and Board
Implement internal controls, risk management, and audit readiness
Core Requirements
Advanced understanding of financial accounting, forecasting, and analysis
Skilled in managing P&L, balance sheet, and cash flow
Proficient with accounting software (QuickBooks, NetSuite, Xero, Sage)
Excel / Google Sheets power user (modeling, dashboards, scenario planning)
Strong leadership and communication skills for cross-team collaboration
Deep understanding of supply chain finance, inventory costing, and pricing
Knowledge of tax strategy, debt financing, and regulatory compliance
Bonus: Experience with M&A, private equity, and investor relations
