[Hiring] Client CFO @FinanceWithin

Role Description

We’re hiring a full-time Client CFO (Director) to serve as a fractional CFO to a portfolio of consumer brands across e-commerce, retail, and CPG. This is a high-impact, multi-client leadership role for someone equally comfortable in Excel, on investor calls, and in the boardroom.

You will lead financial strategy, advisory and FP&A for multiple brands, owning forecasting, modeling, capital planning, and strategic decision support. We want a builder: someone who improves how the work gets done through better systems, templates, and automation.

Responsibilities

• 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.
• 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.
• 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.
• 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.

Qualifications

• 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.

Benefits

• 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.