Ascent CFO Solutions

Financial Planning and Analysis

• Serve as a strategic partner and “right hand” to CEOs and executive teams
• Develop and execute comprehensive financial strategies aligned with business goals
• Build and maintain financial models, rolling forecasts, and cash flow projections
• Lead budgeting processes and analyze budget-to-actual performance
• Identify and monitor key financial trends, KPIs, and business metrics
• Develop executive dashboards and board-ready reporting packages
• Support and lead fundraising efforts, including venture capital and private equity transactions
• Lead M&A initiatives, including due diligence, valuation support, and post-acquisition integration
• Oversee or directly manage month-end close processes and financial reporting
• Assess and improve accounting processes, systems, and internal controls
• Coordinate annual audits and manage tax return processes
• Present financial results and strategic insights to Boards of Directors and shareholders
• Lead client onboarding engagements, including financial assessments and transition planning

Interim CFO

Recruitment

• Source candidates using a variety of search methods to build a robust candidate pipeline
• Screen candidates by reviewing resumes and job applications, and performing phone screenings
• Take ownership of candidate experience by designing and managing job postings, job descriptions, and position requirements
• Lead recruitment efforts for internal fractional financial professionals joining the Ascent CFO Solutions team from the Senior Accountant level to CFO
• Source and place external interim financial professionals to support client engagements
• Perform reference checks
• Stay abreast of recruiting trends and best practices, including AI
• Manage the overall interview, selection, and offer letter process
• Ensure all screening, hiring, and selection is done in accordance with employment laws and regulations
• Be familiar with a wide variety of sourcing avenues
• Collaborate with the Leadership Team

Director of Recruiting

• Source candidates using a variety of search methods to build a robust candidate pipeline
• Screen candidates by reviewing resumes and job applications, and performing phone screenings
• Take ownership of candidate experience by designing and managing job postings, job descriptions, and position requirements
• Lead recruitment efforts for internal fractional financial professionals joining the Ascent CFO Solutions team from the Senior Accountant level all the way up to CFO
• Source and place external interim financial professionals to support client engagements
• Perform reference checks
• Stay abreast of recruiting trends and best practices, including AI
• Manage the overall interview, selection, closing and offer letter process
• Ensure all screening, hiring, and selection is done in accordance with employment laws and regulations
• Be familiar with a wide variety of sourcing avenues
• Collaborate with the Leadership Team, including weekly leadership meetings

Interim CFO

Director of Recruiting

Recruiting Director