Consulting Chief Financial Officer

nnBurkland is a thriving CFO services and accounting services practice.

We serve over 250 startup clients across the USA.

Our team is talented, action-oriented, fun-loving and thrives in a fast-paced environment.

We are looking for experienced and strategic CFOs with strong operational experience.

If you have a passion for helping venture backed startups succeed, Burkland may be a fit for you.

nn nn n nn nn Your Mission: Working largely independently, apply knowledge, experience, insight, and competence to partner with clients on forward-looking finance.

Become a trusted ally to CEOs, management teams and their investors 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.nn nn n nn nn Outcomes: nn Develop financial models which are understandable, insightful and adaptable Prepare and present the finance section of client Board meetings.

For some clients fallback is to attend Board meetings and answer finance-related questions.

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 Have happy clients as demonstrated by periodic CEO feedback and no NPS detractor scores Identify cross-sell opportunities for Burkland bookkeeping and tax services, then make introductions Overhead tasks (Replicon timesheets, invoice approvals, client reporting updates) done on time, accurately, without reminding Identify 1 potential Burkland CFO/quarter, one of whom is hired/yr Lead or organize 1 CFO knowledge share presentation per year Author at least 1 content piece per year nn n nn nn Role Competencies: nn Efficiency
– Both clients and Burkland wonders how you accomplish so much so quickly 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.

Organization and planning
– Prioritize, plan, stay on track.

See efficiency above.

Aggressiveness
– Don’t be afraid to push, respectfully.

Follow-through on commitments
– If you commit to a deadline, meet it (or beat it) without needing to be reminded.

Intelligence
– Be viewed as a finance thought leader with your clients and the Burkland finance team.

Analytical skills
– Be an Excel/Google Sheet guru.

Learn new tools (rev rec, visualization, data analytics).

Attention to detail
– Accuracy in our work is key.

Check, recheck numbers to have confidence in reports and presentations.

Persistence
– We are not always top of mind with clients.

Hear “no” as “not now” and push on.

Proactivity
– Take the initiative.

Your client will appreciate you for it.

Push to calendar meetings/check-ins.

Listening skills
– Listen 80%/talk 20%.

Ask questions.

Your clients will tell you what’s on their mind.

Then act.

Core values
– Demonstrate Burkland core values of Empathy, Fresh Perspectives, Exponential Value, Trusted Partner (to clients and peers) nn nn nn Example of Responsibilities nn Create and present financial and tax strategy recommendations to CEO Support the financial planning and analysis efforts Oversee cash flow, cash management, working capital, and company audits Prepare financial statements and reports Ensure legal compliance on all financial functions Manage relationships with banks nn n nn nn Qualifications nn Strong finance-based analytical skills 7
– 10 years’ of finance and or operations experience MBA or CPA preferred but not required Have a passion for working with Founders and Startups Must be self motivated

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