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ScaleUp Financial Solutions · 1 month ago

Fractional Chief Financial Officer

United States

Full-time

Remote

Director/Executive

$150/hr - $160/hr

10+ years exp

ScaleUp Financial Solutions is a company that partners with startups and high growth companies to provide finance and accounting services on a fractional basis. They are looking for a dynamic CFO to join their team, managing multiple clients and providing strategic financial guidance to help clients achieve their growth goals.

Financial Services

Responsibilities

Serve as a trusted advisor to clients providing insight, recommendations and solutions

Manage multiple clients and accounting staff on those clients to ensure finance and accounting functions are completed in the desired timelines and financial reporting is produced in accordance with the client needs

Work with client to team to design and produce required reporting including financial statements, KPI tracking, investor and board reporting and budget to actual reporting

Prepare and maintain financial models, forecasts and cash flow models

Evaluate and recommend reporting and data analysis that would provide additional transparency for decision making

Oversee GAAP accounting

Ensure accounting processes and policies are documented

Advise clients on business strategy including capital planning and fundraising, pricing, margins, execution, corporate structure, tax planning, HR policies and stock issuance

Partner with Client team during fundraising process providing input to presentations, negotiating term sheets, modeling pro forma cap tables and responding to due diligence

Assist in M&A activity including buy and sell-side due diligence, exit planning and negotiation of terms

Prepare various ad-hoc reports as required by client

Work with tax advisors to ensure compliance and filings are completed

Produce financial reports in various formats and views as required by the client

Coordinate the year-end close process with external auditors if needed

Assist with training staff as needed

Manage accounting and other integrated systems

Prepare variance analysis

Manage relationships with banks and other third parties as needed

Other duties as may be assigned

Qualification

CFO experienceGAAP knowledgeFinancial modelingCPGCPA certificationMBA degreeExcel proficiencyClient managementCommunication skillsStrategic thinkingTeam collaboration

Required

10+ years of finance and accounting experience with a minimum of 7 years as a CFO

Bachelor's degree in accounting, finance or business or relevant experience

Strong knowledge of GAAP

Experience working with start-ups and venture backed companies

Experience raising venture capital

Expertise in financial modeling, forecasting, KPIs and FP&A

Excellent communication skills with the ability to prioritize and work across different teams

Ability to communicate effectively with co-workers and management

Strategic thinker and solution oriented with a roll-up your sleeves mentality

Experience working across the C-Suite, in the board room and with investors

Preferred

CPA and MBA preferred

Experience working with CPG and SaaS industries highly preferred with a broad range of industry experience desired

Preferred experience working in a client facing, billable hour environment, managing multiple clients/engagements

Advanced working knowledge of QBO and Excel is required, preferred experience working with Bill.com and Gusto and ability to learn and use new software systems

Experience with Wholesale, DTC and E-Comm and related systems preferred (Amazon, Shopify)

Experience with M&A transactions is a plus

Experience working in a fractions role, highly preferred

Colorado, Arizona, Washington and Texas based candidates highly preferred