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CLIENT ACCOUNTING SERVICES CFO

OASIS

CLIFTON PARK, NY

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JOB DETAILS
SKILLS
Accounting, Board Meeting, Bookkeeping, Budgeting, Business Administration, Cash Flow, Certified Public Accountant (CPA), Customer Relationship Management (CRM), Customer Support/Service, Dental Insurance, Finance, Financial Analysis, Financial Control, Financial Management, Financial Strategy, Forecasting, Funding, Head of Finance, Health Insurance, Leadership, Leading Edge Technology, Nonprofit, Outsourcing, Product Pricing, Team Building, Team Lead/Manager, Vision Plan
LOCATION
CLIFTON PARK, NY
POSTED
3 days ago
Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Vision insurance

About OASIS:
OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs. Our team supports clients through bookkeeping, compliance, and reporting—powered by cutting-edge technology and a people-first culture.

About the Role:
OASIS Directors provide outsourced CFO-level leadership across a range of industries, helping clients manage their strategic finance functions, cash flow, capital planning, and team development.


Responsibilities:


  • Act as outsourced CFO for select clients, managing internal and external finance teams

  • Deliver strategic advice, cash flow forecasts, and capital plans to client leadership

  • Build and review monthly financial packages with analysis and recommendations

  • Design and implement budgeting frameworks and rolling forecasts

  • Lead special projects (e.g., pricing models, bank relationships, funding prep)

  • Represent OASIS at board meetings, investor calls, and key client events

Qualifications:


  • CPA or MBA strongly preferred

  • 8–10+ years experience in senior accounting/finance roles, including CFO/controller functions

  • Demonstrated ability to lead teams and manage client relationships across sectors

  • Comfort operating in a fast-paced, tech-enabled, fractional environment


About the Company

O

OASIS

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