Apex is a Tampa, FL-based fractional CFO firm partnering with founders, operators, and investors who need CFO-level finance without unnecessary complexity. We look for professionals who are analytical, client-facing, execution-oriented, and comfortable owning outcomes.
People who can move between analysis and action — professionals who can build the model, explain the story, and help the client use it.
We are building a firm that combines strategic finance, operational rigor, and high-touch client partnership. That means our team is expected to think clearly, communicate well, and produce work that leaders can act on immediately.
You will not be siloed into repetitive reporting. You will work on forecasting, diagnostics, board-ready materials, transactions, systems, and process improvements that directly shape how businesses grow.
Support founder-led, family office, and growth-stage businesses where finance meaningfully influences outcomes.
We value professionals who move beyond reporting and turn numbers into decisions, priorities, and action.
Many roles are directly client-facing and require confidence, warmth, and executive-level communication.
As Apex grows, strong team members will have room to expand their scope, influence, and leadership.
Lead strategic finance engagements for founder-led and growth-stage businesses. Ideal for a senior operator who can work across forecasting, capital planning, and executive decision support.
Support bookkeeping oversight, month-end close, reporting accuracy, and client deliverables across multiple engagements. Best for someone who combines strong accounting fundamentals with a consultative mindset.
Build models, KPIs, dashboards, and revenue or cost diagnostics that give clients real visibility into performance. Strong fit for someone who is highly analytical and can connect financial outputs to operations.
You can diagnose business issues, work comfortably with imperfect data, and translate analysis into action.
You take ownership of your work, move quickly, and do not require constant oversight to produce strong outcomes.
You communicate clearly, build trust quickly, and can interact confidently with founders, operators, lenders, and advisors.
You care about clean outputs, accurate reporting, and the integrity of the underlying numbers.
You are responsive, proactive, and comfortable working across multiple priorities in fast-moving environments.
You do not stop at insight. You help move the business toward implementation and better decision-making.
Send your resume, LinkedIn, and a short note on the role that best fits your background.
We review for relevant experience, communication strength, and overall fit with Apex's working style.
Qualified candidates are invited to a conversation focused on experience, thinking style, and client readiness.
Depending on the role, we may request a brief work sample or discuss specific engagement opportunities.
Send your resume, LinkedIn profile, and a short note on the role you are interested in. If there is not a perfect match listed, you are still welcome to reach out if your background aligns with strategic finance, accounting, FP&A, or M&A support.