Consulting CFO – (Seattle and Los Angeles)

Burkland is a thriving CFO services and accounting services practice. We serve over 200 startup clients across the USA. Our team is talented, action-oriented, fun-loving and thrives in a fast-paced environment.

Burkland’s Chief Financial Officers are the face of the company with clients. In your role as a Consulting CFO, you may be the sole finance member or you may lead a team of internal and external finance professionals, depending on the stage of the company.

Burkland Consulting CFO

Mission: Working largely independently, apply knowledge, experience, insight, and competence to partner with clients on forward-looking finance. Become a trusted ally to CEOs and management teams through efficient, intelligent and accurate work, and the effective communication thereof. Be a finance thought leader to clients internally and externally, and help them see around corners as they build their businesses.

Outcomes:

  1. Develop financial models which are understandable, insightful and adaptable
  2. Prepare and present the finance section of client Board meetings. For some clients fallback is to attend Board meetings and answer finance-related questions.
  3. Be an integral part of client fundraising processes – help size round, model cap table scenarios/dilution, assist with pitch deck preparation, make investor introductions, participate in investor pitches
  4. Have happy clients as demonstrated by periodic CEO feedback and no NPS detractor scores
  5. Identify cross-sell opportunities for Burkland bookkeeping and tax services, then make introductions
  6. Overhead tasks (Replicon timesheets, invoice approvals, client reporting updates) done on time, accurately, without reminding
  7. Identify 1 potential Burkland CFO/quarter, one of whom is hired/yr
  8. Lead or organize 1 CFO knowledge share presentation per year
  9. Author at least 1 content piece per year

Role Competencies:

  1. Efficiency – Both clients and Burkland wonders how you accomplish so much so quickly
  2. Honesty/integrity – Be impeccable with your word and client numbers. Push back then escalate if needed at fudging of numbers. The finance buck stops with us.
  3. Organization and planning – Prioritize, plan, stay on track. See efficiency above.
  4. Aggressiveness – Don’t be afraid to push, respectfully.
  5. Follow-through on commitments – If you commit to a deadline, meet it (or beat it) without needing to be reminded.
  6. Intelligence – Be viewed as a finance thought leader with your clients and the Burkland finance team.
  7. Analytical skills – Be an Excel/Google Sheet guru. Learn new tools (rev rec, visualization, data analytics).
  8. Attention to detail – Accuracy in our work is key. Check, recheck numbers to have confidence in reports and presentations.
  9. Persistence – We are not always top of mind with clients. Hear “no” as “not now” and push on.
  10. Proactivity – Take the initiative. Your client will appreciate you for it. Push to calendar meetings/check-ins.
  11. Listening skills – Listen 80%/talk 20%. Ask questions. Your clients will tell you what’s on their mind. Then act.
  12. Core values - Demonstrate Burkland core values of Empathy, Fresh Perspectives, Exponential Value, Trusted Partner (to clients and peers)