Remote Fractional CFO for SaaS & Deep Tech

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Scale Up Financial Solutions partners with startups and high-growth companies, providing a full range of fractional finance and accounting services.

The company works closely 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.

Scale Up operates as a fully remote team and focuses on maintaining strong client service without overloading its finance professionals with excessive client responsibilities.

Scale Up 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 Scale Up 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.

• 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.

• 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.

• Assist with staff training as needed.
• Collaborate across Scale Up and client teams to ensure effective execution.
• Perform other duties as assigned.

• 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 Quick Books Online (QBO) and Excel.
• Experience with , Ramp, and Gusto preferred.
• Ability to learn and use new software systems.
• Strong…