Client CFO (DTC and CPG)
ABOUT We’re building a new kind of firm, one that brings together McKinsey-grade strategy, Big 4-grade rigor, and founder-grade hustle. Our mission: To empower founders to lead with clarity, scale with discipline, and create meaningful value for all stakeholders. We advise high-growth consumer and retail brands from startup to scale to M&A. Our team blends top-tier consulting strategy with hands-on execution to help founder-led brands grow with confidence, navigate complexity, and build enterprise value. ROLE We’re hiring a full-time Client CFO (Director) to serve as a fractional CFO to a portfolio of consumer brands across e-commerce, retail, and CPG. This is a high-impact, multi-client leadership role for someone equally comfortable in Excel, on investor calls, and in the boardroom. You will lead financial strategy, advisory and FP&A for multiple brands. Owning forecasting, modeling, capital planning, and strategic decision support. But beyond that, we want a builder: someone who improves how the work gets done through better systems, templates, and automation. While this role is primarily remote, we’re looking for someone based in Southern California (LA preferred) who can meet with local clients in person as needed. 1. Lead Client Finance (Fractional CFO) ● Serve as Client CFO (fractional) for a portfolio of clients and brands. ● Own all FP&A efforts, including budgeting, cash runway, forecasting, and board reporting ● Act as a strategic partner to founders, CEOs, and investors; turning data into business decisions ● Manage banking, credit, investor, and board relationships with polish and confidence 2. Own Modeling, Forecasting, and Financial Clarity ● Build and maintain dynamic 1/3/5-year financial models ● Drive rolling forecasts, margin analysis, scenario planning, and demand planning ● Build KPI dashboards and reporting systems for executive teams ● Review reconciliation data with our internal accounting team and ensure reporting integrity 3. Strategic Advisory + Capital Markets Support ● Advise clients on fundraising, M&A, debt strategy, and capital allocation ● Support and own credit packs and operate as “deal time CFO” when needed ● Support board material prep and investor communications when needed ● Provide decision frameworks to help clients navigate growth, burn, and tradeoffs 4. Workflow Optimization + Systems Thinking ● Templatize, automate, and scale recurring work ● Use tools like ChatGPT, Gemini, Gsheets, and Zapier to deliver faster and smarter ● Document SOPs and drive internal improvements to our client delivery engine QUALIFICATIONS ● Strong experience in finance leadership roles (past experience in a multi-client role is required). ● Deep understanding of consumer business models (DTC, retail, omnichannel, wholesale) ● Strong FP&A and modeling skills, with experience in budgeting, building multi-year 3-statement modeling, and operational forecasting ● Experience with accounting systems (QBO, NetSuite) ● Ability to synthesize complex data into clear insights and communicate with confidence ● Experience working with executive teams and board-level stakeholders ● Comfortable managing multiple client relationships in a fast-paced environment ● Bonus: strong experience using AI tools (ChatGPT, Claude, Gemini) or automation tools (Zapier, Notion, Airtable) ● Thrives in a lean, high-performance, distributed team What You’ll Love: ● High-impact, high-autonomy role advising category-defining brands ● Small, elite team where your work drives real outcomes ● Remote-first culture with deep collaboration and zero bureaucracy ● A fast-growing firm that rewards performance, not pedigree ● High comp upside based on book of business performance Apply tot his job Apply To this Job