CFO Solutions was founded by industry professionals with expertise as software developers, “Big 4” consultants, and Corporate Controller/CPAs. We hire and retain seasoned professionals with accounting and finance backgrounds as well as specific experience implementing the solutions we provide.

The CFO Solutions team has collectively amassed over 100 years of consulting experience for Fortune 1000 companies. Our experiences cover dozens of industries including; Healthcare, Manufacturing, Insurance, Banking, Financial Services, Legal, Public Accounting, Technology Research, Hospitality, and Real Estate. Projects range from user support for a single location to full development and implementation of a performance software solution at multinational companies.

CFO Solutions is focused on improving our clients’ ability to collect, manage and report financial and operational information. Our services encompass the full cycle of any business intelligence or budgeting and planning initiative. We help clients define business processes, determine the right technology solution, create a solution roadmap, and implement and support the vision. We are passionate about what we do and you can see it when you work with us.


CFO Solutions

Project Manager

Enhance collaboration and oversee project success for finance performance management solutions.

• Define project schedule, tasks, milestones, and budget
• Manage scope, expectations, issues, and risks
• Identify stakeholders and nurture relationships
• Ensure collaboration in a distributed team environment (virtual/telecommuting)
• Delegate tasks, review progress, escalate issues
• Facilitate requirements gathering meetings
• Review deliverables for adherence to templates and quality
• Prepare status reports and facilitate meetings
• Ensure adherence to quality assurance processes
• Adhere to CFO Solutions’ implementation methodology
• Prepare invoices and audit time reporting
• Ability to manage simultaneous projects at multiple clients
• Ability to articulate financial close concepts and describe the components of standard financial statements and key calculations
• Ability to understand contracts and adhere to statements of work
• Ability to describe complex processes to audiences with varying skill levels
• Ability to travel up to 40% over the course of a year
• Ability to empathize and bond with clients while at the same time injecting structure and creating momentum
• Ability to communicate effectively, drive team momentum and influence dialog in a web conference remote environment with reliable high speed internet access that can support regular video and rich web conferencing
• Philosophy of Project Management that respects and adheres to the applicable standards in the context of an overall practical approach

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