Fractional CFO / Financial Advisor (Retail & Growth Strategy | Monthly Advisory Role)

We are seeking an experienced Fractional CFO / Financial Advisor to provide ongoing strategic financial guidance for an established multi-location business.

This is a consultative, fractional role designed for someone who can evaluate financial performance, identify inefficiencies, improve margins, and help guide executive decision-making through structured financial analysis and planning.

We are not looking for day-to-day bookkeeping or accounting.

We are looking for a strategic financial partner who can help us understand where we stand financially, where opportunities exist, and how to improve profitability over time.

Role Overview

You will act as a financial advisor to ownership, helping us analyze business performance and make smarter financial decisions.

The goal is to:

Improve profitability

Reduce unnecessary costs

Increase operational efficiency

Improve margins

Build stronger financial forecasting and planning

Key Responsibilities

Financial Analysis & Performance Review

Review company financial performance on a recurring basis

Analyze:

Profit & Loss statements

Margins

Payroll efficiency

Marketing spend efficiency

Cost structure

Revenue trends

Store or business-unit performance

Strategic Financial Guidance

Provide recommendations to improve profitability

Identify opportunities to:

Reduce waste

Improve margins

Increase operational leverage

Improve cash flow

Help prioritize financial decision-making

Financial Planning & Forecasting

Help develop:

Financial roadmap

Growth scenarios

Profitability targets

Expense benchmarks

Budget recommendations

Margin & Cost Optimization

Evaluate areas where costs may be excessive

Recommend strategies for:

Better labor allocation

Marketing efficiency

Vendor or operational savings

Pricing or revenue optimization

️ Monthly Advisory Meetings

Participate in recurring monthly meetings

Review financial performance and KPIs

Provide guidance and actionable recommendations

Help leadership stay aligned financially

Ideal Candidate

We are looking for someone who:

Has experience as:

Fractional CFO

CFO

Finance Director

Strategic Finance Consultant

Understands:

Multi-location businesses

Retail or consumer-focused operations

Margin improvement strategies

Has strong analytical and forecasting skills

Can explain financial insights clearly and practically

Thinks strategically, not just historically

⭐ Highly Preferred Experience

Retail or multi-location operations

Consumer-facing businesses

Scaling businesses or turnaround environments

Payroll and labor efficiency analysis

Marketing ROI and CAC/LTV analysis

Budgeting and profitability modeling

Engagement Structure

Fractional / advisory role

Monthly consultative meetings

Flexible hours depending on engagement

Long-term relationship preferred

How to Apply

Please include:

Relevant CFO or finance advisory experience

Industries worked in

Examples of margin improvement or cost optimization projects

Experience working with growing or multi-location businesses

Your preferred consulting structure

We are looking for someone who can become a trusted financial advisor and help guide strategic decisions through data, analysis, and practical recommendations.

If you enjoy helping businesses improve profitability and make smarter financial decisions, we would love to connect.