Virtual CFO

About Us

Business Sherpa Group (BSG) provides flexible consulting services to small and mid-sized organizations. Our clients range from tech start-ups to not-for-profits to owner-operated businesses. Since 2008, our team of experienced HR, Finance, and Strategy consultants have brought essential strategic and tactical support to hundreds of clients across North America.

We’re looking for Virtual CFOs who have built their skills and knowledge working within a range of corporate environments and are looking to join a group of like-minded professionals, be connected to a team, and to work in a way that leverages their significant expertise but enables them to achieve the work/life balance they seek.

This would be ideal for you if you are now looking for flexible hours, remote work, or simply the freedom to work with your own clients as well as ours.

A top candidate will have…

• A CPA, along with 10+ years leading the Finance function in a range of small and mid-sized organizations.
• A suite of interpersonal, communication, and leadership skills that enables you to effectively advise and influence CEOs, Executive Directors, and Owners.
• Experience in contracting and negotiating with a variety of stakeholders such as customers, suppliers/distribution partners, and investors.
• Broad knowledge and experience of accounting, budgeting, tax, audit, human resources/payroll and corporate governance.
• The ability to evaluate accounting systems and controls, produce analyses and forecasts, and oversee and mentor junior accounting resources.
• Smarts, confidence, humility, and a collaborative nature.
• The highest ethical standards.
• The ability to express thoughts, ideas, and vision in a clear and compelling manner both written and orally.
• A very strong team orientation, embodied by a “nothing is beneath me” attitude.
• True entrepreneurial spirit, and passion for fast-paced, growing environments.

A typical day as a virtual CFO might include…

• Overseeing the work of accounting teams that process financial transactions, run payroll and produce draft financial statements and reports.
• Reviewing monthly and annual financial reports for management, board and stakeholders.
• Developing support materials such as financial models and budget(s) for CEOs, for annual approval, and fund-raising purposes.
• Managing cash effectively, providing rolling cash flow forecast updates - quarterly at a minimum, or more frequently as required.
• Supporting the senior management team with business analysis.
• Negotiating contracts with various stakeholders - from suppliers to CEOs, managing these relationships, and coordinating any requirement for review by outside counsel.
• Managing relationships with audit firms for annual audit and income tax activities, and managing sales tax/employment matters in both Canada and the U.S.
• Managing financial, operational, and administrative systems and policies, and recommending changes and improvements as the business grows.
• Acting as a Corporate Secretary - liaising with corporate counsel on required board and shareholder resolutions, distributing board and shareholder materials, issuing and tracking stock option grants, and taking minutes at board and shareholder meetings.