About Huzzle

At Huzzle, we connect high-performing professionals with global companies across the UK, US, Canada, Europe, and Australia. Our clients include startups, digital agencies, and tech platforms in industries like SaaS, MarTech, FinTech, and EdTech. We match top talent to full-time remote roles where they’re hired directly into client teams and provided ongoing support by Huzzle.

Role Type: Full-time

Engagement: Independent Contractor

Job Summary

We are seeking a seasoned Fractional CFO with a strong background in agency or professional services finance to act as a strategic financial partner to the leadership team.

In this role, you will design and oversee the company’s management reporting framework, including budgeting, forecasting, and client-level gross margin analysis. Your work will provide leadership with clear, actionable visibility into overall business performance and individual client profitability through consistent monthly insights and executive reporting.

This is not a bookkeeping position. While an external accounting firm handles formal financial statements, you will be responsible for building the financial systems, dashboards, and analytical structures that support informed, strategic decision-making.

Key Responsibilities

• Build and manage the annual budget, monthly forecasts, and rolling cash flow projections
• Deliver monthly budget vs. actuals reporting with clear variance analysis and executive summaries
• Develop and maintain a client-level gross margin dashboard, tracking profitability and flagging underperforming accounts
• Analyze client profitability to identify pricing issues, scope creep, and optimization opportunities
• Own and report on key financial metrics (MRR, ARR, gross margin %, payroll ratio, net profit, AR aging) for EOS scorecards
• Provide data-driven insights and recommendations to support leadership decision-making and growth planning
• Monitor accounts receivable and payable, flag risks, and coordinate with the external accounting firm
• Maintain and optimize financial systems, reporting structures, and dashboards to ensure consistent, scalable insights

• 5+ years of experience in finance, accounting, or CFO-level roles, preferably within agency or professional services environments
• Proven experience building client-level profitability models and gross margin dashboards for retainer-based businesses
• Strong expertise in budgeting, forecasting, cash flow management, and scenario modeling
• Advanced proficiency in QuickBooks Online, including setup and management for service-based businesses
• Advanced skills in Google Sheets and/or Excel (financial modeling, pivot tables, scenario analysis)
• Experience working with time-tracking tools (e.g., Harvest, Toggl, ClickUp) and allocating hours to client profitability
• Deep understanding of retainer-based business economics, including billable hours, utilization, and cost structures
• Strong communication skills with the ability to translate financial data into clear, actionable insights for leadership
• Highly self-managed and reliable, with the ability to work effectively in an async, fractional environment
• Familiarity with EOS (Entrepreneurial Operating System) and KPI-driven reporting (nice to have)
• Experience with dual-basis reporting (cash and accrual) and financial structuring (nice to have)
• Exposure to SBA loans, debt modeling, and financial risk management (nice to have)
• Experience advising on client pricing strategies and profitability optimization (nice to have)
• Background in tax planning coordination or working alongside tax advisors (nice to have)

💻 Fully Remote: Work from anywhere with international teams

🚀 Career Growth: Join companies in SaaS, MarTech, and B2B services

🤝 Peer Community: Connect with high-performing sales professionals in our network

🧭 Ongoing Support: Receive guidance from Huzzle before and after placement

💰 Tailored Compensation: Salaries vary by client and candidate preference — we’ll match you with options that fit your goals