Small Business CFO Consultant
- Salary
- $60–$75/hr
- Hiring from
- United States
- Work type
- Hybrid
- Posted
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Part-time Small Business CFO Consultant
Bilingual English/Spanish
Remote, with a strong preference for San Diego–based applicants
Ideal start date: January 19. Starting then gives you time to be onboarded and trained before our February 1 cohort begins. We are accepting and reviewing applications on a rolling basis, so we encourage you to apply soon.
Are you ready to join an amazing team that truly makes an impact in our community? Do you seek more than just a paycheck in your career, perhaps a deeper sense of fulfillment or purpose? If you answered yes to both, please keep reading!
About the Impact Lab
The Impact Lab is a free virtual community for small business owners who want to grow their business and their paycheck. Our mission is to support small business owners from underserved communities in achieving financial stability and long-term success, using their businesses as pathways to economic mobility and community reinvestment.
Through our 1:1 program, the Impact Lab provides small business owners with eight weeks of custom, individualized finance support from our CFOs, who help them grow their business revenue and personal income, ultimately establishing a financially stable business and lifestyle. Our programs are offered in both English and Spanish, led by bilingual CFOs, and we have supported more than 250 small businesses to date.
Who Are We?
The Impact Lab is a proud social impact program of Mission Edge, a social enterprise located in Liberty Station in San Diego. While Mission Edge is formally incorporated as a 501c3 nonprofit organization, we operate like a mission-driven for-profit business. We believe that to sustain real, good impact, the social sector must be supported by earned revenue. We are genuine do-gooders with real business savvy determined to make the social sector more sustainable.
The Role
The Impact Lab is growing rapidly, and we are seeking to add an outgoing and smart bilingual Small Business CFO Consultant to our team! The CFO consultant will be responsible for working with the small businesses enrolled in our Impact Lab program, in English and Spanish. This role is instrumental to the growth of the Impact Lab’s position in the United States entrepreneurial ecosystem. This person will get to work with entrepreneurs and help drive social innovation in our community!
We are seeking a highly skilled and experienced CFO consultant to join our dynamic team. This role is ideal for someone who specializes in providing strategic financial guidance to small businesses (typical annual revenue is $50k to $250k). The Small Business CFO Consultant will work with multiple clients, offering the expertise and insights of a CFO.
Schedule & Location
This is a part-time, non-exempt position. Hours will vary based on when the program is active, but are expected to be approximately 10 to 40 hours per month. The hours will take place during weekdays, but the times will be flexible (mix of day and evening) depending on the availability of the small business owners. The position is remote, with a strong preference for candidates based in San Diego. Our ideal start date is January 19, so you can complete onboarding and training before the February 1 cohort.
Bilingual English/Spanish
Remote, with a strong preference for San Diego–based applicants
Ideal start date: January 19. Starting then gives you time to be onboarded and trained before our February 1 cohort begins. We are accepting and reviewing applications on a rolling basis, so we encourage you to apply soon.
Are you ready to join an amazing team that truly makes an impact in our community? Do you seek more than just a paycheck in your career, perhaps a deeper sense of fulfillment or purpose? If you answered yes to both, please keep reading!
About the Impact Lab
The Impact Lab is a free virtual community for small business owners who want to grow their business and their paycheck. Our mission is to support small business owners from underserved communities in achieving financial stability and long-term success, using their businesses as pathways to economic mobility and community reinvestment.
Through our 1:1 program, the Impact Lab provides small business owners with eight weeks of custom, individualized finance support from our CFOs, who help them grow their business revenue and personal income, ultimately establishing a financially stable business and lifestyle. Our programs are offered in both English and Spanish, led by bilingual CFOs, and we have supported more than 250 small businesses to date.
Who Are We?
The Impact Lab is a proud social impact program of Mission Edge, a social enterprise located in Liberty Station in San Diego. While Mission Edge is formally incorporated as a 501c3 nonprofit organization, we operate like a mission-driven for-profit business. We believe that to sustain real, good impact, the social sector must be supported by earned revenue. We are genuine do-gooders with real business savvy determined to make the social sector more sustainable.
The Role
The Impact Lab is growing rapidly, and we are seeking to add an outgoing and smart bilingual Small Business CFO Consultant to our team! The CFO consultant will be responsible for working with the small businesses enrolled in our Impact Lab program, in English and Spanish. This role is instrumental to the growth of the Impact Lab’s position in the United States entrepreneurial ecosystem. This person will get to work with entrepreneurs and help drive social innovation in our community!
We are seeking a highly skilled and experienced CFO consultant to join our dynamic team. This role is ideal for someone who specializes in providing strategic financial guidance to small businesses (typical annual revenue is $50k to $250k). The Small Business CFO Consultant will work with multiple clients, offering the expertise and insights of a CFO.
Schedule & Location
This is a part-time, non-exempt position. Hours will vary based on when the program is active, but are expected to be approximately 10 to 40 hours per month. The hours will take place during weekdays, but the times will be flexible (mix of day and evening) depending on the availability of the small business owners. The position is remote, with a strong preference for candidates based in San Diego. Our ideal start date is January 19, so you can complete onboarding and training before the February 1 cohort.
Key Responsibilities
What You’ll Do
You will be supporting small businesses to be successful by helping them truly understand their financial position. You will work with them one-on-one to determine their unique financial needs such as: costs of goods sold, expenses, profit margin, break-even point, runway, scalable hiring plans, and an actionable three-year financial plan for their business. These engagements will be over the course of eight weeks. How are you going to do this? You are going to:
• Complete onboarding and training starting January 19, ahead of the February 1 cohort.
• Meet with small business owners one-on-one virtually every week, in English or Spanish.
• Ask lots of questions to determine their current financial standing and also where they want to go.
• Dive into their financials and give them candid feedback on what is working and what needs some help.
• Develop simple short and long-term financial forecasts that the business owner can maintain for years to come without the need for a financial pro like yourself.
• Be a great listener and trusted partner.
• Demonstrate strong and effective communication skills.
• Document the progress and outcomes of each meeting using Monday.com for seamless tracking and continuity.
• Attend mandatory 30-minute weekly Impact Lab team meetings.
• Provide office hours to entrepreneurs beyond the scope of the 8-week Impact Lab program.
You will be supporting small businesses to be successful by helping them truly understand their financial position. You will work with them one-on-one to determine their unique financial needs such as: costs of goods sold, expenses, profit margin, break-even point, runway, scalable hiring plans, and an actionable three-year financial plan for their business. These engagements will be over the course of eight weeks. How are you going to do this? You are going to:
• Complete onboarding and training starting January 19, ahead of the February 1 cohort.
• Meet with small business owners one-on-one virtually every week, in English or Spanish.
• Ask lots of questions to determine their current financial standing and also where they want to go.
• Dive into their financials and give them candid feedback on what is working and what needs some help.
• Develop simple short and long-term financial forecasts that the business owner can maintain for years to come without the need for a financial pro like yourself.
• Be a great listener and trusted partner.
• Demonstrate strong and effective communication skills.
• Document the progress and outcomes of each meeting using Monday.com for seamless tracking and continuity.
• Attend mandatory 30-minute weekly Impact Lab team meetings.
• Provide office hours to entrepreneurs beyond the scope of the 8-week Impact Lab program.
Skills, Knowledge and Expertise
What You Will Bring
• Fluency in both English and Spanish (required), including the ability to coach business owners and explain financial concepts in either language
• Real-world, actionable CFO expertise, grounded in practical experience rather than merely theoretical knowledge, providing substantial and relevant insights beneficial to small businesses
• Solid communication skills whereby you can communicate financial concepts effectively to non-
financial entrepreneurs
• Advanced Excel skills to create simple and usable financial projections
• Exceptional ability to effectively manage and balance the diverse needs of multiple small businesses simultaneously
• Experience in client-facing roles and ability to establish rapport
• Time management
• Tech-savvy and/or open to learning new tools such as Monday.com, Basecamp, Google Suite, etc.
• Excellent analytical and abstract reasoning skills, plus excellent organization skills
• Fluency in both English and Spanish (required), including the ability to coach business owners and explain financial concepts in either language
• Real-world, actionable CFO expertise, grounded in practical experience rather than merely theoretical knowledge, providing substantial and relevant insights beneficial to small businesses
• Solid communication skills whereby you can communicate financial concepts effectively to non-
financial entrepreneurs
• Advanced Excel skills to create simple and usable financial projections
• Exceptional ability to effectively manage and balance the diverse needs of multiple small businesses simultaneously
• Experience in client-facing roles and ability to establish rapport
• Time management
• Tech-savvy and/or open to learning new tools such as Monday.com, Basecamp, Google Suite, etc.
• Excellent analytical and abstract reasoning skills, plus excellent organization skills
Benefits
This is a part-time (like really part-time, 10 to 40 hours per MONTH), hourly role with a compensation range of $60 to $75 per hour, commensurate with experience, reporting to the Impact Lab Operations Manager. This position is remote, with a strong preference for candidates based in San Diego.
How to Apply
To apply, please submit your resume and a cover letter explaining why you are a great fit for this role and why a part-time position aligns well with your current professional goals. If you’re ready to bring your financial acumen to a role where you can make a significant impact, we’d love to hear from you.
If you need an accommodation at any point in the application or interview process, please contact missionedge@pinpoint.email.
Learn more about the Impact Lab at myimpactlab.org.
Mission Edge San Diego provides equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, gender, sex, gender identity or expression, age, medical condition, sexual orientation, marital status, citizenship, pregnancy, physical or mental disability, genetic information, veteran status, military status, caregiver status or any other characteristic protected by federal, state or local laws.
How to Apply
To apply, please submit your resume and a cover letter explaining why you are a great fit for this role and why a part-time position aligns well with your current professional goals. If you’re ready to bring your financial acumen to a role where you can make a significant impact, we’d love to hear from you.
If you need an accommodation at any point in the application or interview process, please contact missionedge@pinpoint.email.
Learn more about the Impact Lab at myimpactlab.org.
Mission Edge San Diego provides equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, gender, sex, gender identity or expression, age, medical condition, sexual orientation, marital status, citizenship, pregnancy, physical or mental disability, genetic information, veteran status, military status, caregiver status or any other characteristic protected by federal, state or local laws.
