Company Description 365 EPM is a specialized Enterprise Performance Management (EPM) partner focused on helping organizations maximize the value of their FP&A and business planning investments. The company delivers end-to-end solutions that enable finance teams to plan smarter, execute faster, and improve business outcomes throughout the year. Services include solution design and implementation, planning transformation, managed support and system optimization, governance, and program and project management. Led by seasoned solution architects with over 20 years of experience in FP&A and EPM technologies, 365 EPM offers cost-effective, flexible engagement models and SLA-backed long-term partnerships. The organization emphasizes a process-first approach to deliver tailored, scalable solutions that enhance usability, efficiency, and reliability. Role Description The Fractional CFO role at 365 EPM is a full-time, remote position responsible for providing strategic financial leadership to client organizations while supporting internal finance initiatives. Day-to-day responsibilities include overseeing financial planning and analysis, guiding budgeting and forecasting processes, and ensuring accurate and timely financial reporting. The Fractional CFO will review and interpret financial statements, advise on cash flow management, and support decision-making on investments, profitability, and risk. This role will collaborate closely with client executive teams and internal consultants to align financial strategies with broader business and EPM objectives. Additional tasks include contributing to process improvements, supporting governance and compliance efforts, and presenting financial insights and recommendations to stakeholders.

Qualifications

Candidates should possess strong skills in Finance and Financial Planning, including budgeting, forecasting, and strategic financial management. Candidates should possess expertise in Financial Statements and Financial Reporting, with the ability to interpret, prepare, and present financial results. Candidates should possess advanced Analytical Skills to evaluate performance, identify trends, and support data-driven decision-making. Extensive experience in FP&A, EPM tools, or enterprise planning platforms is highly beneficial. Proven track record in advising executive leadership, working with cross-functional teams, and operating in a client-facing or consulting environment. Strong communication skills, ability to work effectively in a remote setting, and high level of integrity and professional judgment. Bachelor’s degree in Finance, Accounting, Economics, or a related field; a CPA, CFA, or MBA is preferred.