Quick overview
Job description
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