Careers

VertexCFO provides fractional CFO and Controller expertise to middle market and well-funded start-up companies seeking to make solid financial decisions to manage, grow or sell their companies. We specialize in making sense of complex financial information, providing CEOs and entrepreneurs sound data to run their businesses and present to their investors. We work in multiple industries and are looking for people who want to make a difference and help our clients grow.

Why work at VertexCFO?

We are focused on the success of our clients. Successful team members are highly motivated problem solvers and strong communicators — collaborators who take ownership and can manage multiple client relationships and help our clients achieve success. We make business improvements, grow with our clients, provide high-quality work and build long-term relationships.

We are seeking experienced CFOs who desire a work/ life balance and flexibility, yet also have a strong desire to contribute to our company and to our client’s success and growth. While we are based in Golden, Colorado, work is performed remotely and at client locations as required.

Fractional CFO Advisor:

This role is a subcontractor/1099 role which provides the successful candidate a voice on our team and the ability to jointly structure a schedule that works for all parties. We source all clients, provide marketing support and processes and procedures. We work with our CFO Advisors to build a group of strong clients, with a competitive pay structure and incentives.

Requirements:

Our successful CFO Advisors have previous experience as consultants managing multiple client relationships or have worked in an organization that had multiple operational locations where the CFO had to work with different leaders to manage their division or business unit. We are seeking CFOs who enjoy managing client relationships, working for a variety of businesses and personalities and adding value. We are financial experts, account managers and advisors delivering valuable business advice.

We are listeners and problem-solvers. Confident in our expertise, yet curious and willing to ask questions. Proactive and positive, always trying to identify how we can help and drive clients toward ultimate solutions. We are strong communicators focused on client relationships and best-in-class service.

Key attributes:

• CPA and work experience in public accounting or multi-site experience where candidate built strong client relationships, multi-tasked, worked at different locations and managed multiple client relationships to achieve success at a high level
• Gets stuff done, proactive and maximizes value proposition
• Value-oriented — delegate work based on client value, bill based on knowledge, experience and value provided
• Continuous learner and problem solver — We don’t always know everything, our strength comes from collaboration and the belief we can help and improve
• Excellent listener and strong communicator
• Relationship-focused to maintain multiple long-term client relationships
• Inclusive and strong mentor to our team
• Responsive to client questions and requests
• Ability to build complex Excel models
• This position works closely with client senior leadership and accounting staff
• Hands-on and willing to jump quickly into accounting systems, revenue recognition and GAAP issues to quickly support our clients.
• Board and investor experience
• Buy/sell transaction experience
• Strong understanding of valuations is a plus
• Working tax knowledge
• Audit background and due diligence experience
• Banking and financing experience
• Capital raise experience a plus

Responsibilities:

• Maintain multiple successful client relationships
• Manage the overall financial close process, financial statement preparation and KPI’s for clients
• Mentor, manage and provide leadership to client accounting team and VertexCFO assigned team members
• Manage multiple deadlines and multi-task to meet client needs
• Conduct financial analysis
• Manage cash flow and prepare cash flow forecasting reports
• Oversight and management of accounting policies, procedures, and controls
• Board, investor meetings and presentations
• Build complex Excel budget and forecasting tools.

Experience Requirements:

• CPA
• 4-year accounting degree from accredited university
• 15+ years progressive accounting leadership experience and held the title of CFO or VP of Finance
• Strong GAAP reporting and compliance background
• Financial statement preparation
• Hands-on and detail-oriented
• Ability to multi-task
• Strong communicator
• Excellent work ethic
• Integrity
• Ability to meet deadlines
• Comfortable working remotely, at client locations and motivated to collaborate with key team members to meet goals of clients
• Rate is $80-120 per hour based on experience plus incentives

Download job description.

We're seeking a fractional Controller to join our leading CFO firm. You are an analytical financial wizard with a keen eye for detail, ensuring impeccable follow-up and commitment across diverse client priorities. Your strength in deductive analytical problem-solving allows you to thrive in dynamic, fast-paced environments, and you excel at building strong, trusted relationships through thorough communication.

Your Impact & Responsibilities – Where Your Strengths Shine

As our Controller, your unique strengths will be directly applied to critical areas across multiple client engagements on a fractional basis:

• Client Relationship & Financial Management: Your thorough communication and relationship-building skills will foster successful client partnerships. You'll manage the entire financial close process, including financial statement preparation, KPI analysis, and presenting month-end results, ensuring accuracy and insightful explanations for our clients.
• Precision Accounting & Analysis: Your keen eye for detail, analytical wizardry, and deductive problem-solving will drive meticulous general ledger management, strong reconciliation skills, and in-depth financial analysis, including cash flow management and forecasting. You'll identify key variances and provide clear explanations.
• Operational Oversight & Agility: Your ability to thrive in dynamic environments and ensure impeccable follow-up will enable you to manage multiple deadlines, multi-task effectively, and maintain oversight and leadership of client accounting teams, all while ensuring robust accounting policies, procedures, and controls.

What You Bring (Formal Qualifications):

• 7-10 years progressive experience in accounting/finance, with 5 years in a Controller or similar leadership role, ideally managing multiple client accounts or diverse business units.
• Bachelor's degree in Accounting, Finance, or related field (CPA preferred).
• Proficiency with various accounting software/ERPs (e.g., QuickBooks Online, QuickBooks Enterprise, Xero, Sage, NetSuite, Microsoft Dynamics and advanced Excel skills, demonstrating adaptability to different client systems.)
• Strong GAAP reporting and compliance background

What We Offer:

• A challenging yet rewarding role where your analytical skills are valued across a diverse portfolio of businesses within a supportive firm environment.
• Significant impact on the growth and financial health of multiple organizations.
• A collaborative and supportive team environment, often with remote flexibility.
• Opportunities for continuous professional growth and exposure to various industries.
• Contractor/1099 with rate of $60-$85/hour based on experience.

Ready to bring your precision and problem-solving passion to a team that values it?

Apply today.

Email resume to Brian Medley, Principal & Founder, bmedley@vertexcfo.com

Download job description.

This role is a subcontractor/1099 role which provides the successful candidate a voice on our team and the ability to jointly structure a schedule that works for all parties. Successful candidates must be timely with work product, manage multiple clients, multi-task, have excellent relationship skills, be readily available and responsive to client questions and requests, and have the ability to work in multiple financial systems, and have strength with Microsoft tools. This position works closely with our CFOs, Controllers and client senior leadership.

Responsibilities:

• Maintain multiple successful client relationships
• Perform reconciliations for bank and credit card accounts
• Manage multiple deadlines and multi-task to meet client needs
• Process and record company credit card information into accounting system to accurately record transactions
• Maintain accounts payable (i.e. match purchase orders to vendor invoices, enter bills accurately, make payments, 1099s, etc.) and maintain vendor relationships
• Maintain accounts receivable-invoicing customers, process payments, record transactions, and follow up on collections
• Maintain accurate files for accounts payable, customer contracts, payments, expense reports etc.
• Payroll processing with outside payroll vendor - may be assigned tasks to maintain employee records, process payroll, new hire paperwork etc.
• Assist with month-end close deadlines to ensure accuracy, completeness, and timely reporting of all AP, AR, payroll and other key items as assigned within established policies and procedures
• Maintain sales tax information and timely file sales tax reports
• Inventory and fixed assets - assist with maintaining accurate inventory and fixed asset records
• Perform special projects and other administrative tasks for the company as needed

Experience Requirements:

• 2-year associates accounting degree or extensive accounting/bookkeeping experience
• Detail oriented
• Ability to multi-task
• Strong communicator
• Excellent work ethic
• Integrity
• Ability to meet deadlines
• Comfortable working remotely, at client locations and motivated to collaborate with key team members to meet goals of clients
• Proactive personality that has high accountability and standards
• Must have strong aptitude for accounting systems (i.e. QB desktop/enterprise, QBOnline, Xero, Sage) and other software technology such as expensify, bill.com etc.
• Pay range for position is $25-$50 per hour depending on experience

Email resume to Brian Medley, Principal & Founder, bmedley@vertexcfo.com

Download job description.