Overview
This role involves leading and growing a fractional CFO service and advising founders on budgeting, forecasting, runway, burn, and fundraising preparation—turning financial data into decision-making.
The organization is building an integrated platform that supports bookkeeping, finance, legal, tax, and fundraising. In line with that mission, this role includes converting first-time manual work into repeatable systems and co-designing an AI-driven CFO agent that delivers CFO-level insights to founders at scale.
Responsibilities
- Lead and grow the fractional CFO service.
- Advise founders on:
- budgeting
- forecasting
- runway
- burn
- fundraising preparation
- Translate financial numbers into founder-level decisions.
- Convert tasks done manually the first time into scalable systems.
- Co-design an AI agent for CFO intelligence.
- Work in close collaboration with founders and other stakeholders, operating effectively in ambiguity.
Requirements
- 2+ years in corporate finance (Big 4, M&A, investment banking, or equivalent).
- Demonstrated ability to build with AI, with interest in pursuing a career focused on AI-driven agents and automation.
- Strong financial modeling capabilities, including:
- cash flow
- forecasting
- dashboards
- Comfort working directly with founders and confidence in stakeholder communication.
- Fluent English.
- Real entrepreneurial mindset with the ability to build from zero, including working at pace alongside the founder and stakeholders.
Location
Employment Type