Manager – Virtual CFO Services

About Frazier & Deeter

Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With several offices across the U.S., UK, and India, there is a spot for you! 

We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.

At Frazier & Deeter, we’re committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.

About the Role

Frazier & Deeter is seeking an experienced Manager to deliver Virtual CFO services to US-based clients. The role focuses on FP&A, management reporting, cash flow, profitability analysis, and strategic financial advisory. The candidate will act as a trusted finance partner, turning financial data into actionable insights and supporting key business decisions. This is a client-facing advisory role focused on financial strategy and growth, rather than traditional bookkeeping or transaction processing.

Responsibilities

• Lead client budgeting, financial planning, forecasting, and periodic financial performance reviews.
• Develop integrated financial projections and conduct scenario analysis to support business planning and decision-making.
• Prepare and review monthly management reports, KPI dashboards, and actual-versus-budget variance analysis.
• Analyze profitability, revenue trends, operating costs, and working capital to identify business improvement opportunities.
• Monitor cash flows, liquidity, funding requirements, and financial risks, providing actionable recommendations to management.
• Support strategic business decisions through financial modelling, investment analysis, pricing assessments, and cost optimization.
• Apply strong US GAAP knowledge to review financial information and ensure the reliability of management reporting.
• Independently lead financial review discussions with client meetings with US-based business owners, CFOs, and senior management, presenting financial insights and recommendations.
• Supervise and review the work of finance teams, ensuring accuracy, quality, and timely delivery of client engagements.
• Drive finance process improvements through Excel, Power Query, Power BI, automation, and other financial reporting technologies.

Key Deliverables

• Budgets, rolling forecasts, and integrated financial models.
• Monthly management reports, KPI dashboards, and variance analysis.
• Cash-flow forecasts and working-capital assessments.
• Profitability analysis and strategic financial recommendations.

Qualifications

• CA, US CPA, CFA, US CMA, ACCA, MBA Finance, or comparable professional qualification.
• 6–12 years of relevant experience, preferably supporting US/UK clients.
• Strong experience in FP&A, budgeting, forecasting, financial modelling, management reporting, and cash-flow management.
• Good understanding of US GAAP, preferably with experience working with US-based clients in a CPA firm or CAS environment.
• Strong commercial awareness and ability to provide financial analysis, profitability insights, and strategic business recommendations.
• Excellent communication and presentation skills, with the ability to independently interact with US business owners, CFOs, and senior management.
• Experience leading financial review meetings, managing multiple client engagements, supervising teams, and reviewing deliverables.
• Proficiency in Excel; experience with Power Query, Power BI, Fathom, and automation tools is preferred.
• Big 4, mid-tier, CPA/CAS, or Virtual CFO experience is an advantage.

What FD offers

• Competitive salary
• Clear career growth path within the firm
• Personal and professional skills development and training support