Sorso is an outsourced accounting and fractional CFO firm. We don't just reconcile books and send reports, we act as our clients' financial coaches and turn financial chaos into a clear, prioritized plan they can act on. We believe the most profitable businesses aren't working harder; they're just making different choices, and our job is to give owners those choices.

THE ROLE

As a Fractional CFO, you'll run a portfolio of client businesses end-to-end and own their financial well-being. This is both a strategic and a hands-on controller role. You'll guide owners on planning and profitability, and you'll also coordinate each client's accounting team, prepare the supporting work they rely on, and make sure the financials are clean and GAAP-compliant. If cash runs low, a strategy stalls, or the books aren't audit-ready, it's your problem to solve.

You'll manage several clients at once against firm monthly deadlines. The work is measured by output, not hours logged, and close weeks are heavier than others. Staying organized, accurate, and calm under deadline pressure is essential.

WHAT YOU'LL DO - STRATEGY AND REPORTING

Build and maintain long-term financial models, budgets, and cash-flow forecasts

Monitor and optimize cash flow; protect runway so clients never run out of cash

Analyze financial and operational metrics, benchmark against industry comparables, and build KPI dashboards

Deliver a monthly report and a prioritized action list (3 to 5 priorities) explaining what changed, what to fix, and why

Lead two scheduled client calls per month, presenting financials in plain English and challenging clients constructively

Identify quick wins and cost-saving or revenue-boosting opportunities early in each engagement





Run scenario and sensitivity analysis to flag the client's most vulnerable points

Onboard new clients by gathering data, cleaning up the books, and building the Current Financial Overview

WHAT YOU'LL DO - CONTROLLER AND ACCOUNTING OVERSIGHT

On many clients, you'll run the full finance function, not just advise on it. That includes:

Coordinate and direct the client's accounting team and external bookkeepers, keeping the close on schedule

Prepare and review supporting schedules, workpapers, and files the accounting team relies on

Prepare GAAP disclosure schedules and ensure financial statements are presented in accordance with GAAP

Oversee month-end close, reconciliations, and journal entries, and review for accuracy

Maintain audit-ready books and serve as the point of contact for external auditors and tax advisors

Strengthen accounting processes and internal controls across the client's systems

WHAT WE'RE LOOKING FOR

AI fluency (must-have): Deep, demonstrated experience working with Claude, Cowork, and other AI models to get real work done. You should know how to use AI to draft reports, build schedules, analyze data, and move faster without sacrificing accuracy. This is non-negotiable.

Strong accounting and corporate finance foundation (controller, FP&A;, audit, or CFO background)

Strong knowledge of U.S. GAAP and GAAP disclosures,



including preparing disclosure schedules and supporting workpapers

Experience with Carta and managing cap tables

Experience managing or coordinating an accounting team or bookkeepers

Comfortable running a portfolio of multiple clients and juggling overlapping month-end deadlines

Availability that overlaps meaningfully with U.S. business hours for client calls and month-end deadlines

High accuracy under deadline pressure, and discretion with sensitive financial data

Fluent, confident written and spoken English, since you'll be client-facing

Comfort building financial models in Excel and reading across accounting, billing, and operating systems

Clear communicator who can translate numbers into decisions, not jargon

Self-directed, accountable, and comfortable owning outcomes for multiple clients

Reliable remote setup: quiet environment, stable internet, camera-on for client calls

NICE TO HAVE

Experience with QuickBooks, Xero, or NetSuite

Preferably, experience working with U.S. healthcare providers

Prior fractional / multi-client or outsourced finance experience

COMPENSATION AND LOGISTICS

Compensation: $4,000 to $10,000 USD per month, depending on experience and portfolio size.

Engaged as an independent contractor and paid in USD. You set your own working hours and provide your own equipment, and you'll need to be able to invoice legally from your country.

Remote. Open to candidates across Latin America.

HOW TO APPLY

Submit your CV and answer the questions in the application. Shortlisted candidates will be asked to complete a short skills test, record a one-minute video introduction, and complete a paid, task-based assessment that mirrors real client work.

📌 Fractional CFO (México)
🏢 Sorso
📍 México