QuantFi · 1 month ago
Fractional CFO (Strategic Finance Specialist)
United States
Part-time
Remote
Senior LevelQuantFi is a company focused on providing strategic financial expertise, and they are seeking a Fractional CFO (Strategic Finance Specialist) to lead client engagements. The role involves managing financial planning, forecasting, and strategic decision-making while fostering strong client relationships and overseeing teams.
Management Consulting
Responsibilities
Lead long-range planning, financial modeling, forecasting, and scenario strategy
Own client engagements from top to bottom, including managing retainer hours, proactively communicating scope, and escalating issues when needed
Maintain and drive a clear client roadmap (30/60/90 days) to ensure all strategic needs are met within the fractional engagement model
Deliver industry-specific executive-level insights that shape pricing, investments, product strategy, capital needs, and operational decision-making
Develop dashboards, KPIs, and reporting for clients that empower smarter decisions
Support capital strategy, fundraising preparation, investor materials, and financial narratives
Serve as the primary relationship manager: prioritize initiatives, manage expectations, and ensure timely, transparent communication with all stakeholders
Oversee and leverage QuantFi’s overseas modeling resources, providing direction, reviewing work, and ensuring deliverables meet client expectations
Collaborate closely with Controller and bookkeeping teams to ensure operational finance supports broader strategic goals
Provide clear, structured guidance on tasks, priorities, and deadlines; step in directly when necessary to keep the engagement on track
Foster trust with clients through strong communication, accountability, and consistent delivery
Qualification
Required
Exceptional project management skills
Proactive communication
Ability to guide both clients and internal teams through complexity
Lead long-range planning, financial modeling, forecasting, and scenario strategy
Own client engagements from top to bottom, including managing retainer hours, proactively communicating scope, and escalating issues when needed
Maintain and drive a clear client roadmap (30/60/90 days) to ensure all strategic needs are met within the fractional engagement model
Deliver industry-specific executive-level insights that shape pricing, investments, product strategy, capital needs, and operational decision-making
Develop dashboards, KPIs, and reporting for clients that empower smarter decisions
Support capital strategy, fundraising preparation, investor materials, and financial narratives
Serve as the primary relationship manager: prioritize initiatives, manage expectations, and ensure timely, transparent communication with all stakeholders
Oversee and leverage QuantFi's overseas modeling resources, providing direction, reviewing work, and ensuring deliverables meet client expectations
Collaborate closely with Controller and bookkeeping teams to ensure operational finance supports broader strategic goals
Provide clear, structured guidance on tasks, priorities, and deadlines; step in directly when necessary to keep the engagement on track
Foster trust with clients through strong communication, accountability, and consistent delivery
A strategic operator who is equally strong at high-level thinking and hands-on execution
An exceptional communicator who can translate financial concepts for non-finance stakeholders with clarity and confidence
A disciplined project manager who can juggle multiple engagements, set priorities, and keep clients informed proactively
Someone experienced in ambiguous environments and knows when to escalate issues to clients or QuantFi founders
A leader with experience managing finance teams, models, controllers, or offshore resources
A relationship-driven professional who builds strong client partnerships and always stays ahead of needs
Prior experience as a CFO, VP of Finance, or senior strategic finance lead required
Preferred
Expertise in a particular industry (SaaS, CPG, etc.)
Past experience managing direct reports
Startup or lower-middle-market experience strongly preferred
Company
QuantFi
At QuantFi, we empower investor-backed businesses to make smarter, ROI-driven decisions through innovative financial advisory.
Founded in 2023
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase