Description

SIMA Financial Group, Inc. is a trusted, full-service firm headquartered in Richmond, Virginia, serving business owners, executives, entrepreneurs, and investors since 1985. Our integrated team delivers expertise across accounting & tax, payroll & workforce management, employee benefits, corporate retirement, wealth management, and technology, always with a client-centered, values-driven approach. We’re proud of our morally rich culture and commitment to principled, personalized care that helps clients thrive.

Overview & Responsibilities
The Fractional CFO Consultant provides strategic financial leadership to small and mid-sized business clients who need CFO-level guidance without a full-time, in-house executive. This role partners directly with business owners and leadership teams to improve financial clarity, strengthen processes, support growth, and guide strategic decision-making. The Fractional CFO Consultant serves as a trusted advisor, delivering high-level financial insight while collaborating closely with internal accounting and tax teams to ensure accurate execution and compliance.

• Serve as a fractional CFO for assigned clients, acting as a strategic financial partner to ownership and executive teams
• Provide financial leadership around budgeting and forecasting, cash flow planning and management, financial modeling and scenario analysis, KPI development and financial reporting
• Advise clients on accounting structure, internal controls, and process improvements
• Support business planning, growth initiatives, and strategic decision-making
• Collaborate with internal accounting and tax teams to ensure accurate, timely financial information
• Review and interpret financial statements, identifying trends, risks, and opportunities
• Support tax planning strategies in coordination with tax professionals
• Participate in client onboarding and ongoing advisory meetings
• Communicate complex financial information clearly to non-financial stakeholders
• Identify opportunities to expand advisory services where appropriate
• Uphold SIMA’s standards for professionalism, accuracy, confidentiality, and client service

Salary & Benefits

We offer an attractive salary with future opportunities for growth and advancement. In addition, we offer an exceptional benefit package, including an employer 401(k) contributions, Paid Time Off, long-term disability insurance, life insurance, and elective medical, dental and vision benefits.

EOE. SIMA Financial Group, Inc. reserves the right to alter, change, modify and/or terminate this job posting at any time without notice, or obligation, to any party.

Requirements

Education & Experience

• Bachelor’s degree in Accounting or relevant field from an accredited university required
• Certified Public Accountant (CPA) license in good standing required
• Minimum of 5 years of experience in accounting, advisory, or CFO-level consulting
• Demonstrated experience working directly with business owners or executive teams
• Strong understanding of financial statements, cash flow management, and business operations
• Experience with QuickBooks and similar accounting systems required
• Experience with tax planning and coordination with tax preparation teams preferred

Skills & Core Values

• Strategic thinker with strong analytical problem-solving skills
• Ability to translate financial data into actionable business insights
• Strong communication skills, both written and verbal
• Client-service oriented with the ability to build long-term advisory relationships
• High level of professionalism, discretion, and confidentiality
• Highly organized with strong time management and prioritization skills
• Self-motivated and comfortable working independently in a fast-paced environment
• Collaborative mindset with the ability to work cross-functionally with internal teams

Physical Requirements

• Prolonged periods of remaining in a stationary position at a desk and working on a computer
• Work is performed in an office environment and constantly operates a computer, keyboard, and mouse in addition to other office equipment such as copy machine, computer printer, calculator, etc.
• Occasionally move about inside the office to access file cabinets, office equipment, etc.
• Occasionally moves office equipment weighing up to 25 pounds for various office needs