SeriesUp Consulting · 1 month ago
VP of Finance Consultant
SeriesUp Consulting is a team of seasoned consultants specializing in helping early-stage, venture-backed startups build financial operations and achieve growth goals. The fractional VP of Finance will work across multiple client engagements, providing financial strategy and operations support, while managing a portfolio of high-growth startups.
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Responsibilities
Build or rebuild financial reporting infrastructure from the ground up for early-stage clients
Own the monthly financial close, targeting completion within 5-10 business days
Prepare and independently present board-ready financial packages to leadership and investors
Lead financial modeling, scenario planning, and forecasting across client engagements
Advise on capital allocation, cash runway, and growth strategy
Implement or migrate accounting systems (e.g., NetSuite, Sage Intacct, QuickBooks)
Manage in-house or third-party accounting, AP/AR, and FP&A functions
Support fundraising processes including data room prep, investor reporting, and diligence
Partner with a fractional CFO to provide cohesive financial leadership across your client book
Qualification
Required
Accounting background
Recent experience in FP&A
Deep knowledge of cash flow management, budgeting, and financial forecasting
Above average relationship skills with the ability to work closely across all levels of client partners
Willingness to work alongside clients, immersing themselves in the business
Build or rebuild financial reporting infrastructure from the ground up for early-stage clients
Own the monthly financial close, targeting completion within 5-10 business days
Prepare and independently present board-ready financial packages to leadership and investors
Lead financial modeling, scenario planning, and forecasting across client engagements
Advise on capital allocation, cash runway, and growth strategy
Implement or migrate accounting systems (e.g., NetSuite, Sage Intacct, QuickBooks)
Manage in-house or third-party accounting, AP/AR, and FP&A functions
Support fundraising processes including data room prep, investor reporting, and diligence
Partner with a fractional CFO to provide cohesive financial leadership across your client book
7–10+ years of progressive finance experience, including 3+ years in a senior leadership role at a venture-backed startup
Demonstrated FP&A experience: financial modeling, scenario planning, board-level reporting
Direct experience supporting a fundraise (Series A or beyond) or M&A/exit process
Proven ability to independently manage and close a monthly financial process
Hands-on ERP/accounting system implementation or management experience
Excel mastery; advanced financial modeling skills required
Exceptional communication and able to translate complex financials for non-finance audiences
Ability to manage multiple client relationships and priorities simultaneously
Preferred
CPA preferred
Built a financial reporting infrastructure from scratch at a startup with no prior systems in place
Managed a financial close process to under 10 business days at a company of 50+ employees
Played an active role in a successful fundraise, including investor materials, diligence, and close
Presented financial results and KPIs independently to a board of directors or investor group
Led an ERP or accounting system implementation or migration (Quickbooks, NetSuite, Sage Intacct, etc.)
Managed cash flow planning through a period of rapid growth or capital constraints
Supported or led an M&A process, asset sale, or venture debt financing transaction
Benefits
Fully remote
2 in-person team meetups per year
Travel for client meetings and board presentations as needed