Client Accounting Services CFO
OasisClifton Park, New York
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Job Description
Benefits:
- 401(k)
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Dental insurance
- Health insurance
- Vision insurance
About OASIS:
OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs. Our team supports clients through bookkeeping, compliance, and reporting—powered by cutting-edge technology and a people-first culture.
About the Role:
OASIS Directors provide outsourced CFO-level leadership across a range of industries, helping clients manage their strategic finance functions, cash flow, capital planning, and team development.
OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs. Our team supports clients through bookkeeping, compliance, and reporting—powered by cutting-edge technology and a people-first culture.
About the Role:
OASIS Directors provide outsourced CFO-level leadership across a range of industries, helping clients manage their strategic finance functions, cash flow, capital planning, and team development.
Responsibilities:
- Act as outsourced CFO for select clients, managing internal and external finance teams
- Deliver strategic advice, cash flow forecasts, and capital plans to client leadership
- Build and review monthly financial packages with analysis and recommendations
- Design and implement budgeting frameworks and rolling forecasts
- Lead special projects (e.g., pricing models, bank relationships, funding prep)
- Represent OASIS at board meetings, investor calls, and key client events
Qualifications:
- CPA or MBA strongly preferred
- 8–10+ years experience in senior accounting/finance roles, including CFO/controller functions
- Demonstrated ability to lead teams and manage client relationships across sectors
- Comfort operating in a fast-paced, tech-enabled, fractional environment
Compensation: $120,000.00 - $150,000.00 per year
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
About Us
OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs. Our team supports clients through bookkeeping, compliance, and reporting—powered by cutting-edge technology and a people-first culture.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.