# Fractional Chief Financial Officer (CFO) Expert-Led, AI-Powered Growth for B2B Tech Firms Remote (US time zones preferred) | Fractional/Contract | Performance-Based Compensation ## About Us We are a high-energy, high-integrity advisory firm specializing in transforming B2B tech companies—especially those in cybersecurity, cloud/data, AI, and custom software—into category leaders. Our “Expert-led, AI-powered” approach delivers measurable growth, liberates founders from operational bottlenecks, and changes the trajectory of businesses and their owners’ lives. We value excellence, service, innovation, and results, all delivered with empathy, clarity, and simplicity. We're in the process of closing nearly $12M in pipeline, and you would be an instrumental financial leader throughout this process. ## The Opportunity We’re seeking a Fractional Chief Financial Officer (CFO) to provide strategic financial leadership and operational excellence for our portfolio of high-growth B2B tech clients. You will oversee financial planning, risk management, capital strategy, and compliance, ensuring each client’s financial foundation supports sustainable growth. This is a hands-on, high-impact role for a proven finance leader who thrives in fast-paced, entrepreneurial environments. ## What You’ll Do • Strategic Financial Leadership: Guide business growth and sustainability with high-level financial strategy, planning, and decision support. • Financial Planning & Analysis: Develop and manage financial plans, budgets, forecasts, and KPIs that align with organizational and client goals. • Risk Management & Compliance: Implement robust financial controls, ensure regulatory compliance (including HIPAA, GDPR, FTC, etc.), and proactively manage financial risks. • Capital Strategy & Fundraising: Advise on potential capital raising initiatives, support M&A due diligence, and on investor relations and negotiations. • Systems & Process Optimization: Oversee implementation and optimization of financial systems, reporting, and internal processes to support scale and efficiency. • Performance & Reporting: Deliver accurate, timely financial analysis, variance reporting, and board-level presentations. • Team Collaboration: Advise, lead, and—when needed—work alongside internal and client teams. Open to managing or bringing your own small team/subcontractors. ## What You Bring • Experience: 7+ years in senior finance leadership roles (CFO, VP Finance, etc.) with direct experience in B2B tech—preferably cybersecurity, cloud/data, AI, or custom software. • Strategic Acumen: Proven ability to drive business growth, optimize capital structure, and support executive decision-making. • Technical Fluency: Expertise in financial modeling, FP&A, systems implementation, and compliance for high-growth tech environments. • Consulting Chops: Strong client-facing consulting experience; able to communicate complex financial strategies with clarity and empathy to executive audiences. • Track Record: Demonstrated success in supporting $1M+ revenue growth, fundraising, and M&A. Case studies required. • Soft Skills: High energy, high intelligence, high integrity. Adaptable, collaborative, humble, ambitious, and empathetic. • Compliance Mindset: Deep understanding of financial regulations and best practices in regulated industries. ## How We Work • Remote-first: Work from anywhere (US time zones preferred) • Fractional Engagement: Flexible, per-client basis with compensation scaled to results delivered • Performance-Driven: Bonuses tied to client financial milestones and impact • Growth Path: Opportunity to lead client “pods,” become a partner, and share in firm equity as you deliver results ## Application Process 1. Intro Call: 15-minute initial conversation 2. Assessment: 30-minute deep dive on experience and fit 3. Project Challenge or Submission: Submit a case study or complete a project assessment 4. Trial Engagement: 30-day paid project with a client 5. Onboarding: If successful, join as a fractional CFO on a per-client basis Case studies demonstrating your impact are required. References will be checked. ## Diversity, Equity & Inclusion We support DEI initiatives and value diverse voices. We are a meritocracy based on client results and positive leadership, not a monoculture.
Keyword: Data Analysis
Price: $12.0
Tax Strategy Company Valuation Financial Modeling Financial Planning Tax Law Compliance Investment Strategy Financial Policies & Procedures Financial Projection Business Plan Financial Report
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