Frequency
Common at the Growth Stage.
Appears when a small business moves from “bookkeeper and CPA” to “someone needs to own this full time.” Typically seen when headcount grows past ~20 people, or revenue passes $5–10M, and the founder/CEO no longer has bandwidth to oversee both finance and admin details directly.
Industry Zones
Daily Flight Plan
Oversee accounting, budgeting, cash flow, and financial reporting
Manage administrative functions: HR, office management, insurance, benefits
Work with external accountants, auditors, and tax professionals
Monitor bank relationships, loan covenants, and lines of credit
Develop and maintain financial controls and compliance systems
Support leadership with financial planning and scenario modeling
Coordinate vendor contracts and operational purchasing decisions
Core Requirements
Solid foundation in accounting principles
Experience managing budgets, forecasts, and financial reports
Understanding of HR operations, benefits, and compliance basics
Strong attention to detail and systems thinking
Skilled in spreadsheets, accounting software (QuickBooks, NetSuite, Xero)
Bonus: experience with tax, audit, and legal documentation
