Consulting Chief Financial Officer

About Us 

PBO Advisory Group is a leading industry-agnostic consulting firm providing strategic, financial, and operational expertise to organizations of all sizes. We partner with clients to solve complex challenges, enhance profitability, and drive sustainable growth. Our approach blends analytical rigor with practical execution, delivering measurable results. 

Position Summary 

We are seeking a highly experienced and dynamic Consulting CFO to join our team. This role combines deep financial leadership expertise with strong client-facing skills and the ability to contribute to business development efforts. The Consulting CFO will serve as a trusted advisor to client executives and Boards of Directors, providing strategic financial guidance, improving financial operations, supporting growth initiatives, and ensuring successful technology and software integrations. 

This role is ideal for a senior finance leader who thrives in diverse industries, adapts quickly to different business environments, and enjoys both delivering value to clients and helping grow the firm’s client base. 

Key Responsibilities 

Client Service & Delivery 

• Serve as the interim or fractional CFO for multiple clients across diverse industries. 

• Lead the development and execution of financial strategies aligned with client business goals. 

• Oversee and improve financial reporting, budgeting, forecasting, and cash flow management. 

• Provide strategic guidance on capital structure, financing, mergers & acquisitions, and risk management. 

• Develop and utilize forward-looking, predictive models and activity-based financial analysis to provide insight into the organization’s operations and business plans 

• Lead and oversee software and ERP integrations to ensure smooth adoption and optimization of financial systems. 

• Advise and work directly with client Boards of Directors on financial strategy, governance, and performance. 

• Act as engagement manager—owning client project delivery, profitability, and team leadership. 

• Train and mentor internal client staff to strengthen finance and accounting capabilities. 

• Continually advise on and implement best practices for client accounting and finance departments. 

• Identify and implement process improvements to enhance financial performance and operational efficiency. 

• Operate under the highest standards of courtesy, professionalism, and ethics in all client and internal interactions. 

Business Development 

• Collaborate with partners to identify and pursue new client opportunities. 

• Participate in proposal development, client pitches, and presentations. 

• Leverage professional network to generate leads and referrals. 

• Act as a thought leader through content creation, speaking engagements, and industry events to enhance brand visibility. 

Qualifications 

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA, CPA, or CFA preferred. 

• 15+ years of progressive financial leadership experience, with prior CFO or senior finance executive roles. 

• Previous experience working for a consulting firm, professional services firm, or in a client-facing advisory capacity is required. 

• Proven experience leading software integrations, ERP implementations, and financial systems upgrades. 

• Demonstrated success in both client service delivery and business development. 

• Proven track record working across multiple industries (consulting experience strongly preferred). 

• Experience collaborating with and presenting to Boards of Directors. 

• Strong leadership and team development skills, with the ability to coach and mentor staff at all levels. 

• Exceptional analytical, problem-solving, and strategic thinking skills. 

• Strong executive presence with excellent communication and presentation abilities. 

• Ability to manage multiple client engagements simultaneously and thrive in fast-paced, changing environments.