Virtual CFO Manager

Virtual CFO Manager

Location: Remote

About the Role:

PW Advisors is seeking a Virtual CFO Manager to lead accounting and financial operations for multiple client engagements across diverse industries. With 5 -7 years of relevant experience, youll be responsible for delivering timely, accurate financial insights while guiding businesses through transitions to modern, cloud-based accounting platforms. You'll play a pivotal role in one of our firms fastest-growing service lines, contributing directly to client success and internal innovation.

What Youll Do:

1. Lead client onboarding and transition to cloud-based platforms
2. Oversee day-to-day accounting operations for complex clients, including AP, AR, bill pay, and payroll oversight 3. Manage monthly close processes including journal entries, reconciliations, and reporting 4. Maintain and review fixed asset schedules, chart of accounts, and internal controls 5. Deliver insightful financial reports with variance analysis and recommendations 6. Identify opportunities for improving client accounting processes and operational efficiency 7. Serve as a trusted financial advisor to clients, offering strategic and tactical guidance 8. Ensure compliance with applicable local, state, and federal regulations 9. Prepare or review sales tax returns, 1099 filings, and other reporting requirements 10. Collaborate with internal team members to refine workflows, procedures, and tech stack usage 11. Act as a primary point of contact for clients, vendors, and strategic partners

What We’re Looking For:

1. Strong leadership skills and ability to independently manage multiple client relationships 2. Excellent communication skills with a client-first, solution-oriented mindset 3. Highly organized with strong attention to detail and time management 4.Proactive, tech-forward thinker with an eagerness to implement and embrace process improvements 5. Committed to ongoing learning, professional growth, and team collaboration

Your Qualifications:

7. Knowledge of Jirav or FP&A is preferred

Why PW Advisors: