Job Description:
• Serve as the fractional CFO for a portfolio of high-growth Consumer Packaged Goods (CPG) and Technology clients.
• Provide financial leadership and strategic counsel to founders, CEOs, and their boards.
• Guide clients through fundraising (debt and equity), investor pitch decks, and board presentations.
• Analyze complex financial information to provide accurate, timely, and strategic recommendations for decision-making.
• Ensure financial models and reporting reflect GAAP (e.g., revenue recognition).
• Continually monitor metrics and highlight trends and unexpected variances.
• Act as the primary point of contact for clients and expand services to existing relationships.
Requirements:
• Bachelor’s degree in Accounting, Finance, Economics, or a related business field.
• 20+ years of accounting or finance experience.
• CFO-level experience with small, scaling, and/or start-up companies in CPG and/or technology.
• Expertise across CPG revenue models (e-commerce, wholesale, retail) including inventory and trade spend; manufacturing experience.
• Prior client service experience in consulting or a similar setting.
• Prior supervisory experience.
• Advanced degree (e.g. Masters) in Accounting, Finance, Economics, or a related business field preferred.
• CPA license or a candidate for CPA, preferred.
• Direct experience working with VC- and/or PE-backed companies (fundraising, investor reporting, board-level engagement).
• Proven experience leading and developing a finance/accounting team and/or technology/SaaS metrics and unit economics.
• Ability to draft customized financial policies and procedures for clients.
• Strong interpersonal skills with the ability to communicate and manage at all levels, including remote teams.
• Executive presence: articulate, with excellent verbal and written communication.
Benefits:
• Flexibility to manage your days in support of our commitment to work/life balance.
• Culture that has received multiple top “Places to Work” awards.
• Opportunity to be part of one of the largest and fastest growing accounting and advisory firms in the industry.
• Access to cutting-edge industry technology and outsourcing practices.
• Continuous professional growth and a team-based culture of creativity and collaboration.