financewithin - Client CFO - (CPG & E-Commerce)
Requirements
• Strong experience in finance leadership roles (past experience in a multi-client role is required). • Deep understanding of consumer business models (DTC, retail, omni-channel, wholesale) • Strong FP&A and modeling skills, with experience in budgeting, building multi-year 3-statement modeling, and operational forecasting • Experience with accounting systems (QBO, NetSuite) • Ability to synthesize complex data into clear insights and communicate with confidence • Experience working with executive teams and board-level stakeholders • Comfortable managing multiple client relationships in a fast-paced environment • Bonus: strong experience using AI tools (ChatGPT, Claude, Gemini) or automation tools (Zapier, Notion, Airtable) • Thrives in a lean, high-performance, distributed team • WHAT YOU’LL LOVE • High-impact, high-autonomy role advising category-defining brands • Small, elite team where your work drives real outcomes • Remote-first culture with deep collaboration and zero bureaucracy • A fast-growing firm that rewards performance, not pedigree • High comp upside based on book of business performance
Responsibilities
• 1. Lead Client Finance (Fractional CFO) • Serve as Client CFO (fractional) for a portfolio of clients and brands. • Own all FP&A efforts, including budgeting, cash runway, forecasting, and board reporting • Act as a strategic partner to founders, CEOs, and investors; turning data into business decisions • Manage banking, credit, investor, and board relationships with polish and confidence • 2. Own Modeling, Forecasting, and Financial Clarity • Build and maintain dynamic 1/3/5-year financial models • Drive rolling forecasts, margin analysis, scenario planning, and demand planning • Build KPI dashboards and reporting systems for executive teams • Review reconciliation data with our internal accounting team and ensure reporting integrity • 3. Strategic Advisory + Capital Markets Support • Advise clients on fundraising, M&A, debt strategy, and capital allocation • Support and own credit packs and operate as “deal time CFO” when needed • Support board material prep and investor communications when needed • Provide decision frameworks to help clients navigate growth, burn, and tradeoffs • 4. Workflow Optimization + Systems Thinking • Templatize, automate, and scale recurring work • Use tools like ChatGPT, Gemini, Gsheets, and Zapier to deliver faster and smarter • Document SOPs and drive internal improvements to our client delivery engine
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