Finance Partner - Home Services

Cornerstone Finance is hiring a Finance Partner for Home Services to support startup and small business clients through proactive, strategic financial leadership. This is a client-facing role where you own outcomes, build trusted relationships, and translate operational and financial signals into clear recommendations owners can use. The position starts with a manageable portfolio and is designed to grow in both responsibility and compensation over time.

Location: Remote (remote)
Compensation: $40 - $75 per hour (variable compensation based on client portfolio and level of responsibility)
Experience: 5+ years relevant experience

What you’ll do

• Serve as the primary financial leader and trusted advisor for a portfolio of startup and small business clients.
• Build strong relationships with business owners and leadership teams by developing a deep understanding of goals, challenges, opportunities, and day-to-day realities.
• Own clients’ overall financial health, including financial reporting, forecasting, budgeting, cash flow management, KPI development, and decision support.
• Provide leadership and oversight across accounting, bookkeeping, payroll, tax, and related financial functions, working alongside Cornerstone specialists and client team members.
• Translate financial information into practical insights and actionable recommendations in business language owners can follow.
• Support strategic planning by helping clients define priorities, goals, financial plans, and actionable roadmaps.
• Proactively identify risks, opportunities, and ways Cornerstone can improve clients’ performance.
• Step beyond a traditional finance function when needed to help solve issues related to operations, systems, people, pricing, processes, and strategy.
• Evaluate key decisions using both financial and broader business perspectives.
• Coordinate Cornerstone resources to ensure integrated, proactive support across the broader team.
• Hold clients and internal team members accountable to agreed-upon priorities, commitments, and action items.
• Develop your own capabilities as a financial leader and strategic advisor, including contributing ideas to improve Cornerstone services, systems, and methodologies.
• Model Cornerstone’s values by encouraging clients to build financially healthy, sustainable businesses that honor people and stakeholders.

Home services analytics and modeling

• Help clients understand and manage key economic drivers including revenue growth, gross margin, labor efficiency, technician productivity, pricing, overhead, and cash flow.
• Develop financial and operational reporting with visibility by department, location, service line, or other meaningful segments.
• Assist clients in defining and monitoring home services KPIs such as average ticket, technician revenue, gross margin, labor utilization, conversion rates, membership performance, marketing efficiency, and other operational metrics.
• Support job costing and profitability analysis to identify where clients are making and losing money.
• Build forecasts and financial models that account for seasonality, technician capacity, hiring, fleet investments, equipment purchases, financing, and growth initiatives.

What you bring

• 5+ years in finance, accounting, FP&A, financial consulting, controllership, CFO advisory, or a related field.
• Strong understanding of financial statements, accounting principles, budgeting, forecasting, cash flow, and financial analysis.
• Experience working directly with business owners, executives, clients, or other senior stakeholders.
• Ability to analyze a business, identify important issues, and turn financial information into actionable recommendations.
• Comfort operating in entrepreneurial environments where responsibilities may expand beyond a narrowly defined finance role.
• Strong written and verbal communication skills.
• Strong financial modeling and spreadsheet skills.
• Comfort learning and using multiple systems, including Google Workspace, QuickBooks Online, Reach Reporting, Bill.com, Gusto, and related tools.
• Bachelor’s degree in accounting, finance, economics, business, or a related field (preferred).
• CPA, CMA, MBA, or other relevant credentials are a plus but not required.
• Experience within or directly supporting home services, skilled trades, construction, field services, or another operationally similar industry is required.
• Knowledge of operational finance concepts including job costing, labor productivity, capacity planning, contribution margin, and unit economics.
• Ability to work with operational data and field-service systems alongside traditional accounting and finance information.

Tools you’ll use

Technologies: Google Workspace, QuickBooks Online, Reach Reporting, Bill.com, Gusto

How you’ll show up

• Build trusted, long-term relationships with clients and become a valued partner.
• Take ownership of client outcomes rather than only completing assigned deliverables.
• Demonstrate proactive communication, transparency, kindness, professionalism, and consistent follow-through.
• Think ahead by identifying issues, opportunities, and next steps without waiting for prompts.
• Prepare for client and internal meetings and maintain appropriate availability during US ET working hours for scheduled commitments unless otherwise agreed.
• Keep client plans, project management systems, financial tools, and relevant materials reasonably current.
• Work collaboratively with accountants, bookkeepers, tax professionals, analysts, and other Cornerstone team members.
• Exercise sound judgment, confidentiality, and integrity when advising and handling sensitive information.
• Connect operational drivers to financial performance and help owners focus on levers that impact profitability, cash flow, and long-term value.