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Financial Leadership Partner (CFO-Level Consultant) - Remote
About the position Join a team innovating the way financial leadership is delivered to small and medium-sized businesses (SMBs). This role brings strategic finance, reporting depth, and CFO-level advisory services to clients. At The Herring Group, we are not just growing; we are on a mission to significantly improve the profitability, operational clarity, and life margin of more business owners and their employees. The industry we serve averages a 6% operating profit margin. We believe SMBs deserve more. Our mission is to help companies with $3M–$100M in annual revenue achieve 10%+ operating margins through strong financial leadership, strategic planning, and operational insights. Using our proprietary financial leadership process, you will serve as a senior advisor and lead initiatives in pricing strategy, operational reporting, incentive compensation plans, budgeting, forecasting, and long-term business strategy. We measure success by measurable improvement in client operating profit margins. If you are a strategic finance leader, fractional CFO, or financial consultant who wants to make a meaningful impact in real businesses, this role is for you. About The Herring Group The Herring Group is a professional services and data analytics firm providing outsourced and fractional CFO services to landscape and service-based companies. This is a 100% remote role, offering location flexibility to work from home anywhere in Texas or Georgia for approximately 30 hours per week. Responsibilities • Serve as a trusted CFO-level financial leader for a portfolio of SMB clients, guiding them on the Path to 12% profitability. • Lead financial strategy, FP&A, budgeting, forecasting, and performance reporting for multiple client engagements. • Design and customize financial models, dashboards, KPIs, and operational scorecards aligned to client goals. • Facilitate executive-level conversations that drive pricing optimization, margin expansion, labor efficiency, and operational improvement. • Interpret financial data and translate insights into clear, actionable business recommendations. • Collaborate with internal teams to continuously improve methodologies, client delivery, and service offerings. Requirements • 10–20 years of professional experience in finance, accounting, or consulting. • Background in management consulting, fractional CFO, CFO, Controller, FP&A, or senior financial leadership roles. • Demonstrated experience working with small to mid-sized businesses (SMBs). • Entrepreneurial or business-owner mindset with a desire to help grow a mission-driven firm. • Strong strategic thinking skills with the ability to convert analysis into execution. • Excellent communication, facilitation, and stakeholder management capabilities. • High comfort level with financial modeling, dashboards, data analytics, and decision-support tools. • Passion for helping business owners succeed financially, operationally, and personally. • Must reside in Texas or Georgia. • Minimum of 10 years of experience in financial leadership with titles such as CFO, Fractional CFO, Controller, FP&A Director, or Financial Consultant. • Hands-on experience supporting small to mid-sized businesses ($3M–$50M+ in annual revenue). • Proven ability to drive profitability improvement, margin expansion, and cash flow optimization through financial analysis. • Experience with financial planning & analysis (FP&A), budgeting, forecasting, and KPIs. • Advanced proficiency in financial modeling, dashboards, and analytics tools. • Exceptional communication, presentation, and relationship-building skills. • Ability to manage multiple client engagements in a fast-paced consulting environment. • Must reside in Texas or Georgia. Nice-to-haves • Previous business owner or entrepreneurial experience considered a strong plus. Benefits • Meaningful Work: Directly impact business performance and quality of life for landscape business owners. • Flexible Environment: Fully remote work with autonomy, trust, and collaboration. • Performance-Based Rewards: Compensation tied to results, impact, and client success. Apply tot his job
