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CLIENT ACCOUNTING SERVICES CFO CLIFTON PARK

CLIENT ACCOUNTING SERVICES CFO

Full Time • CLIFTON PARK
Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Vision insurance
About OASIS:
OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs. Our team supports clients through bookkeeping, compliance, and reporting—powered by cutting-edge technology and a people-first culture.

About the Role:
OASIS Directors provide outsourced CFO-level leadership across a range of industries, helping clients manage their strategic finance functions, cash flow, capital planning, and team development.

Responsibilities:

  • Act as outsourced CFO for select clients, managing internal and external finance teams

  • Deliver strategic advice, cash flow forecasts, and capital plans to client leadership

  • Build and review monthly financial packages with analysis and recommendations

  • Design and implement budgeting frameworks and rolling forecasts

  • Lead special projects (e.g., pricing models, bank relationships, funding prep)

  • Represent OASIS at board meetings, investor calls, and key client events

Qualifications:

  • CPA or MBA strongly preferred

  • 8–10+ years experience in senior accounting/finance roles, including CFO/controller functions

  • Demonstrated ability to lead teams and manage client relationships across sectors

  • Comfort operating in a fast-paced, tech-enabled, fractional environment

Compensation: $120,000.00 - $150,000.00 per year

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.





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U.S. Equal Opportunity Employment Information (Completion is voluntary)

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

You are being given the opportunity to provide the following information in order to help us comply with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements.

Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

Perks & Benefits at OASIS

Strong Values & Ethics
Client confidentiality, team integrity, and ethical finance are at the heart of everything we do.
Culture of Balance
We’re serious about our work, but not about being serious all the time. Expect accountability and good vibes.
Professional Growth
Ongoing training, mentorship, and clear career progression paths from Associate to Director—and beyond.
Parental Leave
We provide 16 weeks paid leave for mothers and 4 weeks for fathers. Family comes first.
401(k) with Employer Match
We offer a 4% safe harbor match, with 50% vesting after year 1 and 100% after year 2.
Health and Wellness
Comprehensive health insurance options, plus wellness stipends and support for your physical and mental wellbeing.
Hybrid Work Model
We support a mix of onsite, remote, and client-based work. Flexibility is built into our structure.
Unlimited Paid Time Off
Our team enjoys flexible PTO with an emphasis on work-life balance, plus all federal banking holidays. (And yes, Saturdays in January might be mandatory—but we make up for it with summer flexibility.)
Long-Term Incentive (LTI) Plans
Leadership roles may participate in profit sharing or long-term incentive plans tied to company success, with vesting schedules to reward commitment.
Competitive Compensation
We offer market-based salaries with performance bonuses and long-term incentive opportunities for eligible roles.