CFO Job Description Template

A CFO provides critical advisory and operational experience in accounting, capital markets, treasury management, and corporate strategy to help a company grow and thrive.

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An effective CFO keeps a high-level view of the business, operating in the middle of all the data flows in and around the business’ component parts. A CFO uses this vantage point to create and maintain a high quality finance function, partnering with the CEO to guide the company into sustainable future growth, successful funding rounds, and major financial events such as an IPO, M&A activity, and restructurings.

CFO Job Description Template

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Company Introduction:

{{Write a short and catchy paragraph about your company. Provide information about the company’s culture, perks, and benefits. Mention office hours, remote working possibilities, and anything else that makes your company interesting.}}

Job Description:

The CFO is broadly accountable for the administrative, financial, and risk management operations of the company, including the development of a financial and operational strategy, identifying and tracking relevant KPIs, and the ongoing development and monitoring of control systems to preserve company assets and report accurate financial results.

The ideal candidate will have previous experience working as a full- or part-time CFO in {{company’s primary industry}}.

Responsibilities:

A CFO’s role is broad in nature, but typically includes the following:

  • Assist in formulating the company’s future direction through providing input on the company’s business plan, financial and tax strategies, budgeting, and forecasting
  • Develop performance measures that support the company’s strategic direction
  • Maintain in-depth relations with all members of the management team
  • Manage the accounting, human resources, investor relations, legal, tax, and treasury departments
  • Oversee the financial operations of subsidiary companies and foreign operations
  • Manage any third parties to which accounting or finance functions have been outsourced
  • Oversee the company’s transaction processing systems
  • Oversee employee benefit plans, with particular emphasis on maximizing a cost-effective benefits package
  • Supervise acquisition due diligence and negotiate acquisitions
  • Personally review and approve all Form 8-K, 10-K, and 10-Q filings with the Securities and Exchange Commission (if the company is publicly held)
  • Understand and mitigate key elements of the company’s risk profile
  • Monitor all open legal issues involving the company, and legal issues affecting the industry; ensure that the company complies with all legal and regulatory requirements
  • Report financial results to the board of directors; report risk issues to the audit committee of the board of directors
  • Maintain appropriate insurance coverage
  • Monitor cash balances and cash forecasts; arrange for debt and equity financing; invest funds

Skills and Qualifications:

  • Bachelor’s degree in finance, operations, research, statistics, math, economics, or related analytical discipline preferred
  • Master’s degree in accounting or business administration, or equivalent business experience
  • Prior experience as a CFO for a {{similarly sized}} company in the {{company’s industry}}, or equivalent experience
  • 10+ years of progressively responsible experience for a major company or division of a large corporation, or prior experience as an advisor to or executive at an early-stage company
  • Advanced Excel proficiency. 10+ years of practical experience of using Excel for building and maintaining financial models
  • A natural curiosity and a “big picture” mentality
  • Excellent spoken and written communication and experience partnering with an executive team
  • Preference will be given to candidates with an MBA in finance and the Certified Public Accountant or Certified Management Accountant designations

How to Hire a Great Interim CFO

Interim CFOs provide been-there, done-that experience in doses that your company's burn rate can handle. This hiring guide adresses how to identify the right person for the role and create the best environment for a successful interim CFO engagement.

Read Hiring Guide

Hire a Top Interim CFO Now

Toptal is a marketplace for top interim, part-time, and temporary Chief Financial Officers. Top companies and start-ups hire freelance CFOs from Toptal for their mission critical projects.

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Patrick Yeghnazar

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United StatesToptal Member Since June 17, 2019

Patrick is an investor and operator who managed a $2+ billion portfolio at Highbridge, a hedge fund purchased by JP Morgan. A former investment banker at Goldman Sachs, Patrick has served as a CEO (energy / real estate development), a CIO (family foundation) and a partner in a capital raising consultancy and marketing agency. He freelances because he enjoys helping companies solve difficult problems.

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Jeffrey Fidelman

Freelance Interim CFO

United StatesToptal Member Since September 29, 2016

Jeffrey has been a trusted advisor for several years, focused on working with entrepreneurs and helping them build and grow their business, often from the ground up. He's successfully helped entrepreneurs raise more than $1 billion. His ability to work across a wide variety of industries is the result of a diverse investment background. Freelancing enables him to work directly with leadership to achieve efficient and positive results.

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Aleksey N. Krylov, CFA

Freelance Interim CFO

United StatesToptal Member Since October 24, 2016

Aleksey served in CFO roles of public and VC-backed private companies. As investor, he contributed to 25+ private equity deals that have deployed $500 million. He has advised 50+ clients on raising $1.6 billion in equity in the healthcare, consumer, media, software, energy, and industrial sectors. He enjoys working with officers of early stage and mature small-cap firms. He freelances because it exposes him to a wide range of companies.

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Juba Tsuladze

Freelance Interim CFO

United KingdomToptal Member Since February 7, 2017

Juba is the founder of angioClast, a Cambridge-based biotech startup focused on cancer research. Before entrepreneurship, Juba was a seasoned CFO with multi-industry experience and has worked on projects ranging from an equity sale of a $150 million telecom company to the turnaround of a $50 million hotel business. He joined the Toptal network to resolve diverse challenges in FP&A, M&A, buyouts, and strategic analysis.

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Andy Vietor

Freelance Interim CFO

United StatesToptal Member Since April 10, 2017

Andy was recognized twice as an All-Star Analyst by the Wall Street Journal. He has been a strategist, operating executive, financier, and top-ranked industry analyst. As a freelancer, Andy advises a range of companies—from early-stage and middle-market to large caps—delivering customized solutions including effective investor presentations, dynamic financial models, and project finance structuring.

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Jeff Anapolsky

Freelance Interim CFO

United StatesToptal Member Since December 9, 2017

Jeff is a financial restructuring expert, including turnarounds, workouts, and bankruptcies. Jeff is a graduate of Harvard Business School and Harvard Law School with experience in multiple industries. As a seasoned professional, he creates credible financial projections, solves operational hurdles, manages debt and equity financings, negotiates mergers/acquisitions/divestitures, and helps clients reach milestones and achieve targets.

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Bertrand Deleuse

Freelance Interim CFO

United StatesToptal Member Since October 23, 2018

Bertrand is a 25-year finance veteran with a true 360 experience, honed as investment banker, venture advisor, project developer, CFO, and expert witness consultant in international arbitrations. He has advised and partnered on over 100 transactions and investments initiatives totaling over $16 billion. He is a seasoned problem solver and decision maker with expert facilitation skills. He advises on M&A, corporate development, venture growth, project development and financing.

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Greg Barasia, CFA

Freelance Interim CFO

United StatesToptal Member Since August 3, 2019

Greg has executed over $20 billion of transactions from seed-stage venture investments to large corporate buyouts. His experience spans the capital structure and includes time at Lazard Frères and some of the top private investment firms on Wall Street. He has worked as as a fractional CFO, M&A and financing advisor, and board member. Greg enjoys freelancing as it allows him to work with a wider variety of clients and company maturities.

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David Berlin

Freelance Interim CFO

United StatesToptal Member Since September 23, 2016

David has served as a CFO at multiple private equity portfolio companies in the SaaS, manufacturing, and service sectors where he optimized revenue growth, profitability, and led acquisition initiatives. He has been a consultant since 2014 and leverages his skills in financial modeling, analysis, forecasting, M&A, and process enhancements to deliver value to his Toptal clients. He has an MBA from UCLA's Anderson School and is a CPA.

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Josh Chapman

Freelance Interim CFO

United StatesToptal Member Since August 25, 2016

Josh is an investment banker turned VC who lives in Denver, CO. At Morgan Stanley, he covered the world's top hedge funds and sold over $5 billion in IPOs for companies like Alibaba, LendingClub, GrubHub, and more. He also has experience in M&A, startup fundraising, and as a founder. Currently, Josh is one of the managing partners of Konvoy Ventures, a VC firm focused on esports and video gaming.

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Evan Fisher

Freelance Interim CFO

United StatesToptal Member Since August 24, 2017

Evan is a former investment bank VP offering a simple value prop: better-than-Wall-Street quality documents and advice at a fraction of the price. His work is responsible for over $1 billion invested in SMEs and has sat in every seat at the boardroom table as a director, shareholder, executive, and advisor. He enjoys helping businesses plan and refine their strategies, prepare for corporate actions, and hone their capital-raising approach.

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