VP of Finance

Overview

This role supports a finance practice serving 20–30 venture and growth-stage clients. Reporting to the Client Services CFO, the VP of Finance is responsible for financial modeling, budgeting, rolling forecasts, KPI reporting, and board/investor materials used by the CFO and founders to make decisions. The role also leads a team of finance professionals and helps grow the client base.

The position is AI-first, with an emphasis on using AI-enabled workflows to increase time spent on analysis over manual assembly.

Responsibilities

Planning & Analysis Lead

• Own the financial core of each engagement, including building and maintaining the operating model
• Run the annual budgeting process and monthly rolling forecast
• Deliver ad-hoc analysis to answer founder questions (e.g., runway impacts from hiring ahead of plan, pricing-to-cash effects, and scenarios for board review)
• Develop and maintain financial models covering cash flow, headcount, revenue, pricing, and budgets
• Support capital raises and acquisitions, including investor decks, data rooms, diligence, deal analysis, and guidance on equity and debt term sheets
• Continually assess client market and industry changes and translate impacts into the plan

AI-Enabled Builder

• Stand up KPI dashboards and automated scorecards
• Use AI to accelerate first-draft modeling, variance commentary, data pulls, and deck builds
• Verify every output before it is delivered
• Codify what works into best practices and resources for the broader practice

CFO's Partner

• Prepare board presentations and attend board meetings alongside the CFO
• Translate complex analysis into a clear financial vision and simple, actionable recommendations for the CFO, founders, and investors
• Manage client expectations and bring executive presence to board interactions
• Prioritize and manage multiple client workstreams and ad-hoc requests efficiently
• Use industry knowledge and network to bring resources to clients

Team Leader & Practice Builder

• Lead, coach, and develop 3–5 direct reports
• Mentor team members across accounting and FP&A
• Delegate work appropriately so Directors, managers, and analysts collaborate effectively
• Partner with Business Development to pitch prospective clients, articulate value, and close new engagements
• Expand within existing accounts and manage a book of business of $1–3M

Requirements

• 15+ years in finance-focused roles, with deep FP&A experience at venture-backed or high-growth companies
• Advanced expertise across accounting and FP&A, including sophisticated monthly closes
• Firsthand fundraising experience; comfortable with board calls and investor presentations; able to advise on term sheets and acquisition deals
• Strong understanding of early-stage growth dynamics and strategic decision support
• Track record building, leading, and developing finance teams, including managing direct reports
• Proven ability to articulate value propositions to prospective clients and close new business
• Demonstrated AI fluency in finance workflows
• Executive presence, high EQ, and ability to distill complex thinking into actionable recommendations
• BA in Finance, Accounting, or Economics

Preferred Qualifications

• Deep expertise in at least one of the following:
  • E-commerce/DTC (CAC, LTV, contribution margin, channel economics)
  • CPG (trade spend, retailer margins, inventory, COGS)
  • Technology (SaaS metrics, ARR, net revenue retention, revenue recognition)

Compensation & Benefits

• Salary range: $190,000 - $220,000 plus bonus, benefits and 401k match
• Generous Paid Time Off and Holiday pay
• Comprehensive health benefits plus dental and vision
• Short and long-term disability and life insurance
• HSA contribution
• Paid Family Leave
• 401k match
• Remote work

Location

• Remote - US
• In person meetings as needed

Reporting Line

• Reports to the Client Services CFO

Employment Type

• Full Time