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Zeni · 1 month ago

Fractional CFO

United States

Full-time

Remote

Senior Level, Lead/Staff

10+ years exp

Zeni is an all-in-one financial platform dedicated to streamlining financial operations for businesses. They are seeking a Fractional CFO to act as a dedicated financial strategist for a portfolio of clients, driving financial strategy, managing fundraising efforts, and optimizing profitability.

AccountingArtificial Intelligence (AI)BankingBookkeeping and PayrollCredit CardsFinanceFinancial ServicesFinTechTax Preparation

Responsibilities

Serve as the primary financial executive for a portfolio of clients (startups and SMBs), acting as a trusted partner to their CEOs and Founders

Manage the full financial lifecycle for clients, from day-to-day cash flow management to high-level board presentations

Maintain deep relationships with client leadership, ensuring retention and satisfaction by delivering actionable insights, not just reports

Build and maintain robust financial models to support growth plans, pricing strategies, and scenario analysis

Lead budgeting and forecasting processes, identifying risks and opportunities before they become critical

Define and track key performance indicators (KPIs) tailored to specific industries (e.g., burn rate, LTV:CAC, EBITDA margins)

Lead clients through capital raising efforts, including seed to Series A-C equity rounds and debt financing

Manage the due diligence process and assist with term sheet negotiations

Analyze capital structure and advise on the best mix of debt vs. equity for growth

Optimize financial processes and internal controls for complex entities

Oversee the quality of monthly/quarterly financial reporting, ensuring compliance with GAAP and tax regulations

Diagnose operational inefficiencies and implement systems to improve bottom-line profitability

Qualification

Financial StrategyFundraising ExperienceFinancial ModelingOperational ExcellenceFinancial ReportingStartup ExperienceFinancial SystemsAnalytical SkillsLeadershipCommunication