About the role
Position Overview As a fractional CFO serving nonprofit organizations at CEFO Advisors, you will work with mission-driven clients of varying sizes and complexity. You will manage client engagements and work directly with executive directors, finance committees, and boards to strengthen financial strategy, ensure compliance, and help organizations advance their missions with confidence. You will provide the forward-looking guidance leaders rely on to make informed, sustainable decisions.
You must be based within 60 miles of Saratoga Springs, NY and able to commute to our offices and client sites as needed.
Job Responsibilities Review financial information and prepare client dashboards
Provide regular strategic advice to executive directors and their leadership teams
Review existing systems and recommend best practices to gain efficiency
Manage internal and external accounting staff
Prepare and/or review budgets, forecasts, and projection models
Develop and maintain long-range financial plans and cash flow strategies
Participate in client leadership, board, and finance committee meetings
Develop banking relationships and support financing and lending needs
Identify and correct existing client pain points
Work hand in hand with clients to develop future strategic plans and milestones to success
Prepare and analyze client assessment reports and manage implementation projects
Nonprofit-Specific Responsibilities Provide CFO-level oversight of fund accounting, including restricted vs. unrestricted funds
Guide grant strategy, budgeting, compliance, and funder reporting across multiple funding streams
Prepare board-ready financial packages and present financials to boards and finance committees
Advise on cost allocation, reserve planning, and long-term financial sustainability
Support audit readiness and coordinate with auditors and third-party CPA firms
Ensure adherence to GAAP for nonprofit organizations and applicable regulatory requirements
Who You Are You are a strat