Strategic Fractional CFO & Finance‑Focused Virtual Assistant – End‑to‑End Financial Leadership, CRM & Lead Management for High‑Growth Remote Enterprises at brighthush

About brighthush

brighthush is a forward‑thinking, high‑growth organization that empowers businesses to thrive in an ever‑changing marketplace. With a culture rooted in transparency, innovation, and collaboration, we deliver cutting‑edge solutions that drive profitability, streamline operations, and unlock new revenue streams. As a remote‑first company, we value flexibility, autonomy, and a results‑oriented mindset. Our clients range from fast‑scaling startups to established mid‑market firms that need a trusted financial partner to navigate complexity and seize opportunity. If you’re passionate about finance, data integrity, and making a tangible impact on a company’s bottom line, brighthush is the place where your expertise will be celebrated and your career will accelerate.

Why This Role Matters

Our business has experienced a period of financial turbulence—messy books, inaccurate accounts receivable, and missed after‑hours calls that translate directly into lost revenue. The owner has been away from day‑to‑day operations for six months, leaving a critical gap in financial oversight. This role is the linchpin that will stop the bleeding, restore financial visibility, and lay a dependable foundation for future growth. By taking ownership of the entire financial ecosystem, you will not only stabilize the books but also position brighthush for strategic expansion into marketing, operations, and beyond.

Key Responsibilities

Core Financial & CFO Support

• Clean up and reconcile messy books that have accumulated during a six‑month oversight gap, ensuring every transaction is accurately recorded.
• Extract and reconcile accurate accounts receivable (AR) data directly from the brighthush CRM, guaranteeing alignment with the brighthush accounting platform.
• Deliver consistent, high‑quality weekly financial reports that provide clear visibility into cash flow, profitability, and key performance indicators (KPIs) for leadership and investors.
• Support forecasting preparation and maintain dynamic forecast models that adapt to market changes and internal initiatives.
• Manage AR tracking and accounts payable (AP) support, including invoice processing, recurring expenses, and job costing for each client project.
• Own the brighthush accounting platform as the primary bookkeeping tool, ensuring data integrity, compliance with GAAP, and readiness for audits.
• Identify cost‑saving opportunities, recommend budgeting adjustments, and advise on cash‑flow optimization strategies.

Systems & Data Integrity

• Clean up and maintain the brighthush CRM, ensuring data stays aligned with financial records and that duplicate or stale entries are eliminated.
• Leverage existing brighthush CRM experience or quickly master the platform through structured mentoring and self‑directed learning.
• Implement data governance best practices, including validation rules, audit trails, and regular reconciliation cycles to prevent future discrepancies.
• Automate routine data‑entry tasks using integrations, Zapier, or native platform features to free up time for strategic analysis.

After‑Hours Coverage & Lead Capture

• Answer phone calls during the designated evening window, providing professional support when the office is closed.
• Respond to common questions from callers with clarity, confidence, and a deep understanding of our service offerings.
• Capture leads and log every call in the brighthush CRM with detailed, actionable notes that enable seamless hand‑off to sales or account managers.
• Create follow‑up tasks, assign owners, and define next steps for each call to ensure no lead is dropped and conversion rates improve.
• Analyze after‑hours call data to identify patterns, peak times, and opportunities for process improvement.

Strategic Projects & Cross‑Functional Collaboration

• Partner with marketing to align financial metrics with campaign performance, enabling ROI‑driven decision making.
• Work closely with operations to develop job‑costing models that reflect true resource consumption.
• Lead cross‑functional initiatives such as pricing strategy reviews, subscription model transitions, and new product financial feasibility studies.
• Provide financial insights during product roadmap meetings, helping prioritize features that deliver the highest margin impact.

Essential Qualifications

• Proven finance or accounting experience that goes beyond basic data entry or light bookkeeping, ideally 5+ years in a small‑to‑medium enterprise environment.
• Demonstrated ability to own end‑to‑end financial reporting and visibility, not just isolated tasks.
• Comfortable working independently to untangle and correct disorganized financial records, with a track record of turning around “messy books.”
• Exceptional attention to detail and consistency, especially when reconciling CRM and accounting data.
• Clear, professional phone and written communication skills for after‑hours caller interactions and internal stakeholder updates.
• Willingness and aptitude to learn the brighthush CRM quickly if not already familiar.
• Growth‑oriented mindset, open to taking on marketing, admin, or operations responsibilities as the role evolves.
• Strong analytical mindset with the ability to translate raw data into actionable business recommendations.

Preferred Qualifications

• Experience with the brighthush CRM or similar customer relationship management systems (e.g., HubSpot, Salesforce, Zoho).
• Familiarity with the brighthush accounting platform or comparable bookkeeping software such as QuickBooks Online, Xero, or NetSuite.
• Background in small‑to‑medium enterprise finance, with a track record of turning around financial operations and improving cash flow.
• Knowledge of forecasting techniques, budgeting, and cash‑flow management, including scenario planning.
• Experience in lead capture, conversion optimization, and basic sales funnel analytics.
• Certification such as CPA, CMA, or an advanced degree in finance or accounting is a strong plus.

Skills & Competencies

• Financial Analysis & Reporting – ability to produce clear, concise, and insightful reports.
• Data Integrity & Reconciliation – meticulous approach to ensuring data accuracy across systems.
• CRM & Accounting System Management – proficiency in configuring, maintaining, and optimizing platforms.
• Process Improvement & Automation – mindset for identifying inefficiencies and implementing tech‑driven solutions.
• Communication & Stakeholder Management – articulate both verbally and in writing, capable of influencing senior leadership.
• Problem‑Solving & Critical Thinking – proactive in diagnosing issues and proposing pragmatic fixes.
• Time Management & Prioritization – adept at juggling multiple high‑impact tasks under tight deadlines.
• Adaptability & Continuous Learning – thrives in a fast‑changing environment and embraces new tools.

Career Growth & Learning Opportunities

At brighthush, we believe in nurturing talent and providing clear pathways for advancement. As you stabilize our financial systems, you will:

• Take on additional responsibilities in marketing strategy, operations optimization, and business development, broadening your skill set beyond pure finance.
• Lead cross‑functional projects that influence company direction and profitability, positioning you as a strategic partner to the executive team.
• Participate in leadership development programs, mentorship circles, and industry conferences to stay ahead of emerging trends.
• Earn certifications in finance, accounting, or project management at no cost, supported by a dedicated professional‑development stipend.
• Progress to senior finance roles such as Director of Finance, VP of Finance, or Chief Financial Officer, with a clear roadmap and regular performance reviews.
• Gain exposure to investor relations, fundraising, and M&A activities as brighthush scales, adding high‑impact experience to your résumé.

Work Environment & Company Culture

brighthush thrives on a culture of trust, autonomy, and collaboration. Our remote‑first model means you can work from anywhere while staying connected through:

• Weekly virtual stand‑ups that keep teams aligned and celebrate wins.
• Monthly all‑hands meetings where leadership shares company performance, strategic priorities, and Q&A sessions.
• Real‑time collaboration tools (Slack, Asana, Google Workspace) that enable seamless communication across time zones.
• Transparent decision‑making processes and open feedback loops, ensuring every voice is heard.
• A supportive community that values work‑life balance, mental‑health resources, and personal well‑being.
• Regular virtual social events, learning lunches, and “coffee‑chat” rotations to foster relationships.

Compensation, Perks & Benefits

While specific figures may vary based on experience, brighthush offers a competitive compensation package that includes:

• Base salary commensurate with market rates for fractional CFO and finance‑focused virtual assistants, reviewed annually.
• Performance‑based bonuses tied to financial milestones, operational improvements, and lead‑conversion targets.
• Health, dental, and vision insurance options with employer contributions.
• Flexible paid time off (PTO) and a generous holiday schedule, plus additional days for personal development.
• Professional development stipend and access to industry courses, certifications, and conferences.
• Equity or profit‑sharing opportunities for long‑term contributors, aligning your success with the company’s growth.
• Remote‑work stipend for high‑speed internet, ergonomic office furniture, and home‑office supplies.
• Wellness programs, including virtual fitness classes, meditation sessions, and mental‑health days.

How to Apply

Ready to bring your finance expertise to a dynamic, growth‑oriented company? Submit your resume, a cover letter detailing your relevant experience, and any portfolio or case studies that demonstrate your impact on financial systems. Highlight how you have turned around messy books, improved reporting cadence, or captured leads that translated into revenue. Applications should be sent through the link below; incomplete submissions may not be considered.

Join brighthush Today

We’re looking for a proactive, detail‑oriented finance professional who can hit the ground running, clean up our financial ecosystem, and build a sustainable foundation for future growth. If you thrive in a high‑trust, high‑responsibility environment and are eager to expand your skill set into marketing, operations, and beyond, we want to hear from you. Apply now and become an integral part of brighthush’s journey to financial excellence and market leadership.