Client CFO – DTC, CPG

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as a fractional Client CFO for a range of e-commerce, retail, and CPG clients and brands.

• Lead FP&A initiatives, encompassing budgeting, cash runway management, forecasting, and board reporting.

• Serve as a strategic advisor to founders, CEOs, and investors, converting data into actionable business decisions.

• Oversee banking, credit, investor, and board relationships.

• Develop and sustain dynamic financial models for 1/3/5-year projections.

• Propel rolling forecasts, margin analysis, scenario planning, and demand planning.

• Create KPI dashboards and reporting systems tailored for executive teams.

• Scrutinize reconciliation data alongside the internal accounting team to ensure reporting accuracy.

• Offer guidance on fundraising, M&A, debt strategy, and capital allocation.

• Manage credit packs and fulfill the role of deal-time CFO when necessary.

• Assist in the preparation of board materials and communications with investors.

• Deliver decision frameworks concerning growth, burn, and trade-offs.

• Streamline, automate, and scale recurring tasks.

• Leverage AI and automation tools to enhance delivery speed and quality.

• Document SOPs and foster internal enhancements to the client delivery engine.

⛳️ Requirements

• Extensive experience in finance leadership roles.

• Prior experience in a multi-client capacity is essential.

• Profound understanding of consumer business models, including DTC, retail, omnichannel, and wholesale.

• Strong skills in FP&A and financial modeling.

• Proficient in budgeting, multi-year three-statement modeling, and operational forecasting.

• Familiarity with accounting systems such as QBO and NetSuite.

• Capability to distill complex data into clear insights and communicate effectively.

• Experience collaborating with executive teams and board-level stakeholders.

• Ability to manage multiple client relationships in a dynamic environment.

• Proven success in a lean, high-performance, distributed team.

• Experience with AI tools such as ChatGPT, Claude, or Gemini is advantageous.

• Familiarity with automation tools like Zapier, Notion, or Airtable is a plus.

• Must reside in the United States.

• Must have legal authorization to work in the United States without sponsorship.

🏝️ Benefits

• High-impact, high-autonomy position providing counsel to category-defining brands.

• Join a small, elite team where your contributions yield significant outcomes.

• Embrace a remote-first culture that values deep collaboration and eliminates bureaucracy.

• Be part of a rapidly growing firm that rewards performance over pedigree.

• Enjoy high compensation potential based on the performance of your book of business.