Note: The job is a remote job and is open to candidates in USA. Mission Edge is a nonprofit organization dedicated to helping small businesses maximize their social impact. They are seeking a Small Business CFO Consultant to provide financial leadership and guidance to small business owners through a structured ten-week engagement.
Responsibilities
- Lead weekly one-on-one virtual advising sessions with small business owners across a focused 10-week engagement
- Assess each client’s financial position and goals, and review their financials to deliver direct, actionable feedback
- Build cost of goods sold, expense, margin, break-even, and cash runway models tailored to each business
- Develop a three-year financial plan and simple forecasting tools the owner can maintain independently after the engagement ends
- Translate complex financial concepts into plain language that non-financial business owners can act on with confidence
- Document session notes and outcomes in Monday.com, and attend a mandatory 30-minute weekly team check-in
- Offer periodic office hours to program graduates beyond the formal 10-week engagement
- Manage a caseload of multiple clients at different stages of their engagement, adjusting pace and approach to each owner’s needs
Skills
- Real-world, hands-on CFO or senior financial leadership experience that translates directly to small business finance. Equivalent experience may include professional, volunteer, military, academic, or lived experience that demonstrates the ability to perform the role
- Demonstrated ability to explain financial concepts clearly to business owners without a financial background
- Advanced Excel skills, including building financial forecasts and models from scratch
- Fluency in spoken and written Spanish and English; required to support the Spanish-speaking small business owners in this program
- Experience managing multiple client or stakeholder relationships at the same time
- Experience advising businesses with annual revenue in the $50,000 to $250,000 range
- Background working with entrepreneurs in underserved or historically underrepresented communities
- Comfortable with tools such as Monday.com, Basecamp, or Google Workspace, or a willingness to learn them quickly
- Excellent analytical and organizational skills, with strong attention to detail
- Ability to manage a multi-client caseload with competing deadlines and priorities, working autonomously with minimal oversight
Benefits
- Remote
- Part-Time
- Hourly
- Flexible schedule of approximately 10 to 40 hours per month
- Benefits eligibility, if any, will be confirmed during the hiring process
Company Overview