About the role
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ScaleUp Financial Solutions partners with startups and high-growth companies, providing a full range of fractional finance and accounting services.
The company worksclosely with entrepreneurs across a range of industries to support growth, financial management, and strategic decision-making. Its model is designed to provide clients with individualized support while giving its team flexibility in their schedules and workload.
ScaleUp operates as a fully remote team and focuses on maintaining strong client service without overloading its finance professionals with excessive client responsibilities.
The Role
ScaleUp Financial Solutions is seeking a dynamic Fractional CFO to work with multiple clients and provide strategic finance leadership across a range of industries.
The CFO will partner with both clients and ScaleUp personnel to support business growth, financial planning, reporting, fundraising, and strategic decision-making. The company is particularly seeking experience in SaaS, AI, Deep Tech, and Consumer Products, including apparel, beauty, food, and supplements.
Key Responsibilities
Client Advisory & Financial Leadership
- ·Serve as a trusted advisor to clients, providing financial insight, recommendations, and solutions.
- ·Manage multiple client engagements and accounting staff to ensure finance and accounting activities are completed on schedule.
- ·Ensure financial reporting is produced according to client requirements.
- ·Advise clients on business strategy, including capital planning, fundraising, pricing, margins, execution, corporate structure, tax planning, HR policies, and stock issuance.
- ·Design and produce financial statements, KPI tracking, investor and Board reporting, and budget-to-actual reporting.
- ·Prepare and maintain financial forecasts and cash flow models.
- ·Evaluate and recommend reporting and data analysis that can improve decision-making and transparency.
- ·Oversee GAAP accounting.
- ·Ensure accounting processes and policies are documented.
- ·Develop and maintain FP&A processes and financial models.
- ·Partner with client teams during fundraising processes.
- ·Contribute to investor presentations and term-sheet negotiations.
- ·Respond to investor due diligence requirements.
- ·Support capital planning and fundraising strategy.
M&A & External Relationships
- ·Assist with M&A activities, including buy- and sell-side due diligence, exit planning, and negotiation of terms.
- ·Work with tax advisors to ensure compliance and required filings.
- ·Manage relationships with banks and other third parties as needed.
- ·Support additional strategic and financial initiatives as required.
Team Support
- ·Assist with staff training as needed.
- ·Collaborate across ScaleUp and client teams to ensure effective execution.
- ·Perform other duties as assigned.
Qualifications
- ·10+ years of finance and accounting experience, including at least 7 years as a CFO.
- ·Bachelor's degree in Accounting, Finance, Business, or relevant equivalent experience.
- ·Strong knowledge of GAAP.
- ·Experience working across multiple industries, with experience in one or more of:
- ·SaaS
- ·AI
- ·Deep Tech
- ·Consumer Products
- ·Professional Services
- ·Experience working with startups and venture-backed companies.
- ·Expertise in financial modeling, forecasting, KPIs, and FP&A.
- ·Experience in a client-facing, billable-hours environment preferred.
- ·Experience managing multiple clients or engagements and working in a fractional role highly preferred.
- ·Excellent communication skills and ability to prioritize across multiple teams.
- ·Advanced working knowledge of QuickBooks Online (QBO) and Excel.
- ·Experience with Bill.com, Ramp, and Gusto preferred.
- ·Ability to learn and use new software systems.
- ·Strong communication skills with coworkers, clients, and management.
- ·Strategic thinker with a solution-oriented, hands-on approach.
- ·Experience working with C-suite leaders, Boards, and investors.
- ·Working knowledge of AI tools and willingness to adapt to evolving technology.
- ·Candidates based in Colorado, Arizona, Washington, or Texas are highly preferred.
Preferred
Qualifications
- ·CPA certification.
- ·MBA.
- ·M&A transaction experience.
- ·Experience in a fractional CFO or consulting environment.
- ·Experience supporting venture-backed businesses through fundraising and growth.
Working Arrangement
- ·Initial commitment of 1020 hours per week.
- ·Potential to transition to approximately 35 hours per week for candidates seeking full-time hours.
- ·Fully remote.
- ·W-2 employee of ScaleUp Financial Solutions.
- ·ScaleUp works with each CFO to establish desired working hours and align them with appropriate client engagements.
- ·$150$160 per hour on a commission basis.
- ·ScaleUp passes through a percentage of the hourly billable rate to the CFO.
- ·Full-time employees are eligible for benefits including:
- ·Health insurance
- ·Dental coverage
- ·Medical benefits
- ·401(k)
- ·Paid time off
Application Process
Applicants should send a