FOUNDATION
  • Accounting Systems
  • Cash Flow Processes
  • Advisor Coordination
HEALTH
  • Budgeting & Forecasting
  • Production & Operations
  • Banking & Capital
GROWTH
  • Strategic Financial Planning
  • Risk Assessments
  • Revenue
  • Operating Rhythm
VALUE
  • Succession or Exit Planning
  • Readiness & Attractiveness
  • Price/Multiple

Charlotte Metro

FocusCFO is your trusted partner for financial success. We specialize in delivering fractional CFO services to businesses in the Charlotte Metro and throughout the Carolinas, offering expert financial guidance to guide you to sustainable, transferable value. Our seasoned fractional CFOs bring decades of experience to the table, working closely with you to ensure financial stability, chart a strategic course for the future, and pave the way for your business's success.

REGIONS
THE SHERPAS

Area Presidents

Michael Stier

  • Charlotte Metro
  • Upstate South Carolina

Michael Stier

CFOs

Dan Harms

  • Charlotte Metro

Dan Harms

Duane Church

  • Charlotte Metro

Duane Church

Mike Lee

  • Charlotte Metro

Mike Lee

Martin Rissmann

  • Charlotte Metro

Martin Rissmann

Robert Alexander

  • Charlotte Metro

Robert Alexander

Thomas Broglio

  • Charlotte Metro

Thomas Broglio

Tim Roche

  • Charlotte Metro

Tim Roche

Kim Cooper

  • Piedmont Triad
  • Research Triangle

Kim Cooper

Randy Garrick

  • Upstate South Carolina
  • Charlotte Metro

Randy Garrick

Michael Saccucci

  • Upstate South Carolina
  • Charlotte Metro

Michael Saccucci

Stan Baumgartner

  • Charlotte Metro

Stan Baumgartner

Interested in joining the FocusCFO team in the Charlotte Metro?

Fractional CFO Services in the Charlotte Metro

Charlotte Metro
Service Areas

Local teams are available to serve your business in Charlotte Metro and surrounding areas, including: 

  • Charlotte, NC
  • Gastonia, NC
  • Concord, NC
  • Huntersville, NC
  • Matthews, NC
  • Monroe, NC
  • Mooresville, NC
  • Rock Hill, SC
  • Fort MIll, SC
  • Kannapolis, NC
  • Indian Trail, NC

Don’t see your area on the map? Contact us to learn about your options. Depending on your area, Fractional CFO service options may include: fully onsite, fully remote, or hybrid engagements.

Contact Us »

Local Community Involvement

From education and mentorship to community giving - take a look at some of the many ways FocusCFO supports the community and helps to keep business local in the Charlotte Metro Area.


incltlogosmallheader

together-sc

How We Help

Charlotte, a city with a diverse economy, excels in finance, technology, fintech, and healthcare. In the thriving business landscape of North Carolina, the top state for businesses in the US,  Charlotte stands out as a hub for corporate headquarters and a vibrant center for arts, culture, and sports. 

At FocusCFO, we believe that every small business and entrepreneur should have the opportunity to thrive and reach their full potential. We specialize in delivering fractional CFO services to businesses in the Charlotte Metro area and throughout the Carolinas, empowering them to achieve their goals and build sustainable, transferable business value.

Our seasoned fractional CFOs are dedicated leaders with decades of experience. They collaborate with you to ensure financial order, craft a clear strategy for the future, and steer you toward success. Our commitment extends beyond implementation, as we continually monitor progress, provide support as needed, and prioritize long-term sustainability.

Discover how our expert financial guidance can empower your business within this dynamic and thriving business community. Reach out to us today to schedule a consultation and embark on your path to success.

Insights

Insights
Remembering Richard LaValla
Insights
The Art of Communication and Storytelling in Financial Leadership
5 Questions a CFO Can Answer for Your Business – Financial Strategy & Planning Edition
Insights
What’s Your Number? A Guide to Building Transferable Business Value
From Unsolicited Offer to Successful Sale: The Power of an Exit-Ready Advisory Team
Success Stories
How FocusCFO Helped One Consulting Firm Go from Crisis to Acquisition
Exit Planning
Why Your Exit Planning Process Needs a Fractional CFO
The Opportunity Cost of Not Hiring a CFO
Insights
How Leading KPIs Can Help Keep Your Business On Track
Can AI Replace a CFO?
Sources of Funding for Nonprofits in 2024
Podcasts
Northern Kentucky Chamber of Commerce Spotlight: Dan Keck talks about Fractional CFOs
Insights
The Power of Better Data: How the Right Forecasts Fuel Better Business Decisions
Guides
Navigating the Shrinking Young Labor Pool
podcast
@Work Podcast:
Success Stories
How a Fractional CFO Helped PrecisionPoint Achieve a Successful Exit
Maximizing Cash Flow: A Small Business Success Story
Podcasts
The Future is Fractional: The Growth of Fractional CFOs in SMBs
Insights
What Does a NonProfit CFO Do?
Podcasts
From Numbers-Driven to People-Focused: Area President Mike Derringer Shares His Career Journey on the Inspired Stories Podcast
Success Stories
Watershed Distillery: Toast to a Successful Exit with FocusCFO
Insights
FocusCFO Heads to the 2024 EPI Summit!
Success Stories
Jax Kar Wash: Accelerating Exit, Securing Legacy
Exit Planning
Exit Planning: Synchronizing Dual-Track Financial Planning
Podcasts
How Fractional CFOs Play a Crucial Role in Helping SMBs Grow
2023 Core Value Awards
Podcasts
Navigating Economic Landscapes: How Economics Insights Empower Better Decision Making
News & Associates
2023 Sherpa Awards
Insights
2023 Fundraiser | ALS Association
Insights
How a Data-Driven Approach Can Help You Make the Most of the 2024 Recession
Insights
FocusCFO Begins a Strategic Partnership with Exit Planning Institute
Podcasts
Demystifying the Role of the CFO in Exit Planning
Insights
Turning Economic Adversity into Business Opportunity: A Guide for SMBs
Columbus Metro
In Memory of Pat Lang
Insights
A Practical Guide to Navigating Unexpected Offers for Your Business
Success Stories
Brookes & Henderson Building Co. Testimonial
Insights
Highlights from the 2023 FocusCFO All-Hands Meeting
Success Stories
Metro Signs & Lighting Testimonial
Insights
Associate Spotlight: Michael Stier
Insights
Unleashing Growth: Mastering the Art of Scaling Your Business
Insights
What It Means to Be a Trusted Advisor
Insights
Navigating High Interest Rates in 2023: A Guide for SMBs
Insights
Shifting CFO Role in Response to Changing Economic Landscape
Insights
Why Exit Planning is Good Business Strategy
Insights
Unraveling the Power of Cash Flow Statements for Small and Medium-Sized Businesses
Insights
How FocusCFO Helped Me Become a Better CFO
Insights
SLOWS Bar BQ Testimonial
Insights
The CFO's Role in Preparing for Upcoming Economic Storms
Podcasts
8 Reasons You Should Consider a CFO
Insights
How CFOs Can Tackle the Biggest Challenges for 2023
BECOME A SHERPA

Fractional CFO Jobs in Charlotte Metro

Join the most experienced network of financial executives in the country, and guide entrepreneurs on their journey as a Fractional (Part-Time) CFO or Area President at FocusCFO in Nashville, Tennessee.

Flexible Part-Time CFO Job Openings

FocusCFO® is a national leader in embedded Fractional CFO services and we are looking for seasoned CFOs to join the team in the Charlotte Metro area. As a Fractional CFO, you will have flexibility to set your hours, and control over your client roster. CFOs typically work between one to four and half days a week.

 

Successful CFO candidates tend to fit the following profile:

  • Passion to work alongside entrepreneurs and their teams. To make a real difference by rolling up your sleeves, sharing experience and expertise.
  • 20+ years of financial and operational experience, with a significant amount at the CFO level.
  • Strong business acumen with extensive experience in strategic planning and operations.
  • Track record of excellence, achievement and entrepreneurial drive.
  • Relish the role of a Sherpa. Not only guiding, but climbing alongside clients as they reach for their goals, as an embedded (fractional) member of their leadership team.
  • Are willing to invest in their own self-improvement, learn new skills and be coached.
  • Are a team player willing to follow the FocusCFO process.
  • Are exceptional listeners and communicators, able to develop long-term relationships as a trusted advisor.
  • Want the ability to manage their own schedule, balancing personal and family responsibilities.
  • Desire to be part of a 100% collaborative, team-oriented environment.
  • Desire to work for at least another 5-7 years.
  • Have a degree of financial security providing the flexibility appropriate for this nontraditional role.

How we operate:

  • These are not W-2 positions, CFOs are paid based on actual services provided to clients.
  • We operate using a License Agreement, where an upfront investment is required to join the FocusCFO® team. This helps evidence your commitment to the FocusCFO® culture/operating model, and provides you access to our best-in-class training, resource center, ongoing best practices sessions, and companywide resources.

If you can see yourself being successful as a part of the FocusCFO team in the Charlotte Metro area, please reach out to our team to learn more today.

Area President Opportunities

Are you an entrepreneurial spirit seeking a thrilling challenge that can make a meaningful impact in your community? Are you tired of the W2 corporate grind? Do you want more control over your next chapter as an entrepreneur, with the opportunity to create a meaningful income? FocusCFO may be for you!

 

What is an Area President?

The Area President role is unique to FocusCFO. It is most similar to roles in business consulting or business development. Many of our Area Presidents are former business owners, CEOs, CFOs, professional advisors, and leaders.

Area Presidents are the face of FocusCFO in the community; they play the vital role of matchmaker - connecting small and medium-sized businesses in need of high-level financial support and guidance with the right CFO from the FocusCFO team.

To be successful in this role, candidates should thrive on building relationships, be passionate about their local business community, and have a strong entrepreneurial spirit.

 

To qualify:

  • 20+ years of entrepreneurial business experience as a business owner, C-Level executive, or senior level financial professional.
  • Strong business acumen with extensive experience in strategic planning and support.
  • Track record of excellence, achievement and entrepreneurial drive.
  • Passion for working for business owners and respect for the entrepreneur.
  • Desire to work directly with business owners, with a passion for making a real difference.
  • This is not a traditional W2 opportunity, so those with a W2 mentality or lack of entrepreneurial drive and spirit should not inquire.

How we operate:

  • Area Presidents are compensated based on CFO services provided to clients and have the opportunity to build a recurring book of business with transferable value.
  • We operate using a franchise model, where you sign a Franchise Agreement and pay a reasonable franchise fee to join the FocusCFO® team. This helps evidence your commitment to the FocusCFO® culture/operating model, and provides you access to our training, resource center, ongoing best practices sessions, and companywide resources.

If you can see yourself being successful as a part of the FocusCFO® team in the Charlotte area, please reach out to our team to learn more today.

     
       
           

Note: FocusCFO® complies with all Federal and state regulations and, as such, utilizes the proper disclosures to fully outline the arrangement. There are no informal handshake agreements with us.

Successful candidates must have financial stability and the ability to support themselves during a ramp-up period, which can range from six to 12 months.


This website and the information provided herein regarding the opportunity to join Focus CFO as an Area President franchisee does not constitute an offer to sell a franchise. The offer of a franchise can be made only through the delivery of a Franchise Disclosure Document (“FDD”). Certain states require that we register the FDD in those states. The information on this website is not directed by us to the residents of any of those states. Moreover, we will not offer or sell franchises in those states until we have registered the franchise (or obtained an applicable exemption from registration) and delivered the FDD to the prospective Area President franchisee in compliance with applicable law. Also, note that we are not a law firm, and this is not a legal opinion. Please consult your attorney about your specific situation and the applicable legal statutes and guidelines.

       
           
START YOUR CLIMB

Schedule a consult

GET IN TOUCH

Financial freedom starts with a simple conversation.

01
Let’s start with a conversation about your challenges and vision to see if we are a fit for each other.
02
A complimentary half-day assessment: A CFO will sit down with you to explore further, assess fit and need, and chart a path forward.
03
Let's get to work: your CFO will work closely with you and your team to set priorities, deliverables, and execute the plan.
04
Reach new heights⁠—with a trusted guide at your side, climbing to greater health, growth, and value.