Client-Facing FP&A Lead & Startup CFO Advisor

Salary: $140,000 - $150,000 per year

This Finance Manager role is a client‑facing FP&A leader and implementation specialist responsible for owning financial modeling, cash flow forecasting, and strategic finance execution across multiple client engagements. The role combines entrepreneurial CFO advisory duties with hands‑on model building and process implementation.

• Own end‑to‑end 13‑week cash flow forecasting
• Build, update, and maintain 3‑statement financial models and forecasting and scenario analysis
• Deliver weekly insights, variance analysis, and executive‑level commentary
• Serve as the primary financial partner to client stakeholders
• Lead implementation of financial tools, models, and reporting frameworks
• Partner cross‑functionally with engineering and data teams to ensure accurate data flow and system integration
• Lead financial reconciliation and data mapping across systems
• Manage and develop junior analysts and associates (approx 3 direct/indirect reports)
• Drive working capital optimization (AR/AP/inventory)
• Improve financial processes and dashboards
• Support business development initiatives and client onboarding

Required

• 6+ years of experience in FP&A, Corporate Finance, Consulting, or Advisory
• Advanced 3‑statement financial modeling expertise
• 13‑week cash flow forecasting experience (non‑negotiable)
• Strong executive‑level client‑facing communication
• Consulting or project‑based background
• Experience with startup, early‑stage, or PE‑backed companies
• Ability to perform both builder (doer) and reviewer (player/coach) roles

Preferred

• Manager‑level Big 4 or advisory experience
• Financial systems implementation experience
• Data mapping/reconciliation exposure
• Experience partnering with technical/data teams
• Process improvement or dashboarding experience

• Entrepreneurial and comfortable in ambiguity
• Highly accountable with a get it done mindset
• Strong communicator who can simplify complex financial concepts
• Detail‑oriented but commercially minded
  
  Collaborative leader who enjoys mentoring others
• Able to manage multiple priorities and deadlines simultaneously

This is a hybrid between a startup CFO and a hands‑on finance builder. You own client relationships, build models from scratch, lead financial strategy conversations, and help shape how finance is delivered at scale.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories.