CFO Department Head

We are currently seeking a strategic, detail-oriented CFO Department Head to join our team and support our US-based partner company, Pivot Business Group. Pivot is a fast-growing financial strategy firm that delivers CFO services, tax strategy, financial consulting, and bookkeeping services across various industries. Their mission is to help entrepreneurs and small-to-mid sized businesses achieve growth goals with confidence.

As the CFO Department Head, you will lead, mentor, and manage a team of Fractional CFOs, overseeing the preparation and presentation of clients’ financial assessments. This role is ideal for a finance leader who is passionate about mentorship, process improvement, and delivering excellence to clients.

Responsibilities:

• Client Onboarding Coordination: Track and verify receipt of all required client documents prior to the client’s financial assessment phase.
• Supervising Report Preparation: Ensure all tax assessments, bookkeeping notes, and scores are incorporated into the client’s financial assessment.
• Lead Assessment Calls: Present financial assessment findings and goals to clients.
• Client Call Quality Control: Review recordings or notes from CFO-client calls and provide timely, constructive feedback.
• Team Leadership & Mentorship: Mentor CFOs through challenges and guide their professional development to align with company standards.
• Process Oversight: Ensure all CFOs consistently apply the Pivot Process to client engagements.
• Admin Accountability: Confirm that all CFOs complete required administrative responsibilities on time and accurately.
• 1:1 Team Meetings: Lead monthly individual check-ins with each CFO to assess performance, provide support, and review goals.
• Department Meeting & Training: Facilitate a monthly CFO department meeting, including professional development and best practices training.
• Cross-Functional Communication: Participate in company-wide weekly meetings to stay aligned on broader business priorities.
• Client Launch & Transition: Support the onboarding and transition of new clients to CFO services, ensuring a seamless experience.
• Client Quality Assurance: Join client meetings on a rotating basis to evaluate service delivery and reinforce standards.
• Reference: UqgaiC6G293pG0kYQDpQmtyN-Y6ozxKX8KUO6E2ZUIE.

Qualifications:

• Proven experience in a senior finance or CFO role, ideally with US market exposure.
• Leadership experience, ideally in mentoring or managing other finance professionals.
• World class spoken & written English language skills.
• Clear, confident communication skills, with comfort in client-facing conversations.
• Strong organizational and critical-thinking skills, with a proactive mindset.
• High attention to detail with a commitment to quality and process adherence.
• Willingness to learn & adapt to the Pivot processes, regardless of your own experience.
• Comfortable working in a fully remote, tech-enabled environment.

We offer:

• Fully remote job
• Flexible schedule, with availability required for internal and client meetings
• Private Health Insurance from day 1
• Structured processes, such as timely and organized performance reviews
• A culture based on trust, the growth mindset, and work/life integration

If this seems like the right job for you, we invite you to submit your resume in English. Please keep in mind that resumes in other languages might not be considered.