[Fractional] Chief Financial Officer (Equity-Based)

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Requirements:

• Proven experience as a CFO, VP of Finance, or in a senior financial leadership role, ideally within a high-growth startup environment.
• Experience managing financial operations at a startup or early-stage company is highly preferred.
• A bachelor’s degree in Finance, Accounting, Economics, or a related field is required.
• Deep understanding of financial management, including budgeting, forecasting, financial reporting, and cash flow management.
• Demonstrated success in managing investor relations, preparing fundraising materials, and leading capital-raising efforts.
• Excellent communication and presentation skills, with the ability to clearly convey financial data and insights to both internal and external stakeholders (investors, board members, executive team).

Responsibilities:

• Develop and execute comprehensive financial strategies that align with the company’s vision, mission, and growth objectives.
• Provide strategic financial insights to the CEO and executive team to inform business decisions, and drive long-term financial planning.
• Lead the preparation of accurate and detailed annual budgets, as well as quarterly and monthly financial forecasts.
• Oversee the preparation of financial statements (income statement, balance sheet, cash flow) in compliance with accounting standards.
• Monitor and manage cash flow to ensure the company’s day-to-day operations run smoothly.
• Manage relationships with current and potential investors, keeping them informed of financial performance, business development progress, and key milestones.
• Lead the preparation of fundraising materials, including financial projections, investor pitches, and business plans.
• Identify financial risks and implement mitigation strategies.
• Ensure the company adheres to all financial regulations, tax laws, and compliance standards.
• Establish and monitor key performance indicators (KPIs) related to financial health, profitability, and operational efficiency.
• Build and lead the finance team, providing guidance, mentorship, and professional development opportunities.
• Drive cost optimization initiatives without sacrificing quality or innovation.
• Negotiate and manage financial relationships with key stakeholders, including vendors, suppliers, and partners.
• Oversee tax planning, compliance, and filings to ensure the company minimizes tax liabilities while remaining in full compliance with applicable regulations.
• Manage the company’s banking relationships, capital structure, and investment strategies.
• Collaborate with the executive team to develop and implement business analytics frameworks.
• Evaluate and implement financial systems, software, and processes that enhance efficiency and streamline financial reporting and operations.
• Develop long-term financial models to support business expansion, sustainability, and potential exit strategies, including IPOs, acquisitions, or other liquidity events.
• Align financial planning with the company’s vision for growth and strategic objectives.