Careers

Relational Advisory Roles for Rising Stars

We are always searching for sharp, forward-thinking professionals eager to break free from the traditional, transactional accounting grind.

Let’s Build Something Better Together

Submit an application today. We’re always eager to connect with ambitious financial minds.

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Name*

First Last

Email*

Phone*

Resume*

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Role you are applying for:*

Fractional CFO

Tax & Accounting

General Interest

Fractional CFO

1. How many years of experience do you have in a CFO, Controller, or senior finance leadership role?*

Less than 1 year

1–2 years

3–4 years

5+ years

2. Have you worked in a fractional, consulting, or multi-client capacity before?*

No, prefer single-employer roles

No, but interested

Yes, 1–2 clients

Yes, 3+ clients simultaneously

3. Which tools/techniques have you used? (Select all that apply)

Advanced Excel modeling (macros, complex formulas, dashboards)

QuickBooks Online/Desktop or NetSuite/ERP systems

Cash flow forecasting and scenario modeling

EOS or similar operating-system frameworks

Board/investor-level financial reporting

4. How comfortable are you with ambiguity in scope, title, or day-to-day responsibilities?*

I prefer defined roles from day one

Comfortable short-term, want clarity eventually

Very comfortable, I prefer it

5. Which best describes your relationship with financial data?*

I can manage it, but it's not my strength

I'm comfortable and accurate with data

I find patterns in numbers other people miss

6. How familiar are you with EOS (Entrepreneurial Operating System) or similar frameworks our clients use?*

Not familiar

Heard of it, no direct experience

Familiar, have worked within it

Graduated or 4+ years experience

7. Rate your comfort with client-facing or relationship-driven work.*

I prefer behind-the-scenes work

Comfortable

Very comfortable, energized by it

8. Multiple clients, shifting deadlines, competing priorities — how do you typically operate?*

I do my best, but sometimes things slip

I prioritize well under pressure

I build systems so nothing falls through the cracks

9. How would you describe your current goals?*

I'm mainly focused on doing the job well

I have some goals but haven't been intentional about them

I'm actively working toward specific personal and professional goals

10. Are you open to working across multiple industries (Insurance, Construction, Real Estate, Manufacturing/Consumer Packaged Goods, SaaS, Professional Services) and client types simultaneously?*

I prefer to specialize in one industry

Yes, with some ramp-up time

Yes, I enjoy the variety

11. How many total years of accounting/finance experience (in any capacity) do you have?*

Less than 2 years

2–4 years

5–7 years

8+ years

12. What accounting/finance software have you used professionally? (Select all that apply)

QuickBooks Online/Desktop

NetSuite or similar ERP

Xero

Other

13. Other software you use professionally:*

Tax & Accounting

1. How many years of experience do you have in tax or accounting?*

0-1

2–4 years

5+ years

2. Do you hold a CPA, EA, or equivalent certification, or are you actively pursuing one?*

In progress

Yes, active license/certification

3. What tax/accounting software have you used professionally? (Select all that apply)

QuickBooks Online

BNA/Tax Planning Software

Tax prep software (Drake, UltraTax, Lacerte, etc.)

CCH Engagement

Excel-based modeling/reporting

Fixed Asset Software

4. How comfortable are you with ambiguity in scope, title, or day-to-day responsibilities?*

I prefer defined roles from day one

Comfortable short-term, want clarity eventually

Very comfortable, I prefer it

5. Describe how you handle a week where three client deadlines land on the same day.*

I'd likely need to ask for extensions

I push through and get it done

I have a system for prioritizing and communicate proactively with clients

6. Have you delivered difficult or unwelcome news to a client (e.g., a tax liability, missed deduction, compliance issue)?*

No, haven't had to

Yes, occasionally

Yes, regularly

7. Rate your comfort with client-facing or relationship-driven work.*

I prefer behind-the-scenes work

Comfortable

Very comfortable, energized by it

8. How would you describe your communication style with clients?*

I keep communication minimal and task-focused

I communicate clearly when asked

I proactively check in and build the relationship

9. Which best describes your ideal client relationship?*

Transactional — I do the work, they tell me what they need

Reliable resource they trust for accurate work

Long-term advisor they call before making decisions

10. How comfortable are you managing 8+ client relationships at once?*

I prefer fewer, deeper relationships

Comfortable

Very comfortable, thrives on it

11. What size firm or team have you primarily worked within?*

No professional team experience

Only large-firm experience

Yes, small team/boutique firm experience

Both small and large-firm experience

12. How do you stay organized across multiple deadlines and clients?*

No consistent system

Informal but consistent method

Dedicated system/software (task tracker, calendar blocking, etc.)

General Interest

1. Which best describes your professional background?*

Marketing/growth

Operations/systems

Finance/accounting/consulting or Sales/client relationships

Other (please specify)

Other professional background:*

2. How many years of professional experience from question 1 do you have?*

Less than 1 year

1–3 years

4–6 years

7+ years

4. How comfortable are you with ambiguity in scope, title, or day-to-day responsibilities?*

I prefer defined roles from day one

Comfortable short-term, want clarity eventually

Very comfortable, I prefer it

5. Have you ever pitched a new role, service line, or initiative to a previous employer?*

No, not something I do

No, but I'd want to

Yes, and it was adopted

Yes, and I have more

6. Rate your comfort with client-facing or relationship-driven work.*

I prefer behind-the-scenes work

Comfortable

Very comfortable, energized by it

7. Which word set best describes how others would describe your work style?*

Flexible, easygoing, low-key

Reliable, steady, thorough

Relentless, resourceful, all-in

8. How would you describe your ideal working arrangement?*

Fixed scope, fixed hours, fixed compensation

Mostly fixed, with some flexibility as things evolve

Fluid scope and compensation that evolves as the role is defined

9. Are you open to relocating or adjusting your working arrangement if the right role requires it?*

Possibly

Yes

10. How soon could you start if the right role was identified?*

More than 4 weeks

3–4 weeks

Within 2 weeks

Form Score

What draws you to Rohloff Associates specifically?*

Please answer in 3–5 sentences.

If Rohloff doesn't currently have an open role that fits you, what would you propose instead?*

Please answer in 3–5 sentences.

Describe a role or process you built from scratch, with no existing playbook to follow.*

Please answer in 3–5 sentences.

Fractional CFO Score*

Tax & Accounting Score*

General Interest Score*