Fractional Financial Strategist

2 weeks ago


Canada Argento CPA Full time

About Argento CPA

We're a family of financial experts committed to excellence. Our culture is built on a foundation of humility, collaboration, and personal growth. We don't just crunch numbers; we build long-lasting relationships with our team and clients, focusing on their personal and professional development. We listen to their goals and ambitions, collaborating with them to help them achieve success, all while growing together as a team.

Our Mission

We empower tech-driven businesses with financial clarity, strategic insights, and the tools they need to scale. As a Fractional Financial Strategist, you'll work with innovative companies, using data to drive success and make a meaningful impact across various high-growth businesses.

What You'll Benefit From

  • Remote Flexibility: Work from anywhere while guiding innovative companies.
  • Autonomy: Take ownership of your schedule and your impact.
  • Technology-Forward Tools: Access cutting-edge financial software and automation tools.
  • Comprehensive Benefits: Enjoy health and dental coverage, plus a custom tech setup.

What We're Looking For

  • Financial Expertise: You're fluent in terms like MRR, CAC, LTV, and use them to guide strategic planning.
  • Complex Growth Challenges: From cash flow concerns to tax optimization, you're comfortable helping founders sleep better at night.
  • Automation: You embrace technology to deliver real-time insights and streamline processes.
  • Exit Strategies: You understand how to maximize value for companies preparing for funding, growth, or exit.
  • Financial Clarity: You help businesses keep a clear pulse on their cash flow, labor efficiency, and financial performance with timely, accurate reporting.
  • Relationship Building: You excel at building long-term, trusted relationships with clients.
  • Ownership Mindset: You're accountable and driven to exceed client expectations.
  • Thirst for Growth: You thrive on continuous improvement and helping others reach their potential.
  • Strategic Vision: You love taking businesses to the next level through financial leadership.

Your Main Responsibilities

  • Strategic Financial Advisory: Guide clients through growth, funding, and financial stability with forward-looking advice.
  • Real-Time Reporting & Forecasting: Deliver weekly finance reports, cash flow forecasts, and financial analysis to help clients stay on top of their finances.
  • Automation & Process Improvements: Identify and integrate tools to automate accounting, streamline bookkeeping, and enhance reporting accuracy.
  • Tax Optimization Strategies: Implement proactive tax strategies to reduce liabilities and ensure audit-readiness.
  • Growth & Exit Planning: Support clients in raising capital, accessing grants, and preparing for a successful exit.

What You Bring to the Team

  • 10+ years of financial leadership experience in SaaS, tech, or digital industries.
  • Expertise in scaling companies and supporting their growth with tailored financial strategies.
  • Advanced skills in financial forecasting, automation, and KPI analysis.
  • CPA designation or equivalent.
  • Proficiency with accounting software (Xero, QuickBooks Online, etc.) and a love for technology.
  • Exceptional communication skills and the ability to work directly with ambitious CEOs and founders.

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