Own day-to-day finance and accounting, including month-end close, financial reporting, budgeting, and forecasting.
Improve financial controls, reporting, and systems through automation and AI-enabled workflows.
Partner with the CEO and leadership to support sound financial decision-making.
Visual Matrix builds cloud-based technology for hotels to maximize revenue, improve operations, and enhance guest experiences. Backed by Alpine Software Group, it is a collaborative and entrepreneurial company that values a builder mindset.
Provide hands-on financial leadership as the direct partner to owners across ~30 law firms.
Build forecasts, budgets, cash flow strategies, and KPI dashboards that owners use.
Work one-on-one with owners on pricing, margin improvement, and strategic growth decisions.
How To MANAGE a Small Law Firm (HTM) provides Fractional C-Suite services to solo and small law firms, helping owners improve profitability and make confident financial decisions. It is an Inc. 5000 Fastest-Growing Company every year since 2013, with a team and infrastructure supporting fractional CFOs.
Drive financial planning, budgeting, and forecasting processes for a fast-growing startup.
Develop KPIs, variance analyses, and reports for the Board and executive team.
Partner cross-functionally to evaluate initiatives, unit economics, and growth opportunities.
Ethos is a leading life insurance technology company on a mission to protect families by democratizing access to life insurance and empowering agents at scale. It is a rapidly-scaling, mission-driven startup focused on transforming the life insurance experience.
Own enterprise-wide planning, forecasting, and performance analytics for a growth-stage SaaS business, being hands-on in building and stress-testing scenarios.
Act as a key partner to executive leadership and business unit owners, presenting output to the CFO and board.
Bring 10+ years of progressive finance experience, including FP&A leadership, with direct SaaS experience and strong financial modeling skills.
ClearGov is building the modern financial operating layer for the public sector, helping US local governments and school districts plan, budget, report, and communicate their finances. With over 2,000 public sector organizations using the platform, they value transparency, empathy, collaboration, honor, and connection.
Serve as the financial leader for ~30 client businesses, reviewing financial statements and identifying opportunities for improvement.
Build forecasts, budgets, cash flow strategies, and KPI dashboards to improve pricing, margins, and profitability.
Partner with owners on strategic growth decisions and help businesses become more financially disciplined.
How To MANAGE a Small Law Firm (HTM) provides fractional C-suite services, including CFO leadership, to solo and small law firms, helping owners make confident financial decisions. It is a fast-growing company recognized as an Inc. 5000 honoree every year since 2013, with a culture focused on support and structure.
Own the 3-year strategic model, KPIs, and investment priorities as a hands-on leader in strategic finance and analytics.
Partner with GTM, Product, and Customer Success teams to drive growth, visibility, and performance improvement through influence.
Bring 10+ years of finance experience, strong Excel modeling, SaaS KPIs, and leadership skills to build scalable finance operations.
Tebra is an all-in-one EHR+ platform built for independent healthcare practices, combining EHR, billing, automation, telehealth, and marketing. More than 42,000 private practices use Tebra to streamline operations, increase revenue, and reduce burnout.
Lead the overall financial strategy, planning, and fiscal management of the organization.
Partner with executive leadership, the Board, and operational leaders to drive sustainable growth and key business decisions.
Oversee finance and accounting functions, including cash flow, capital management, financial reporting, risk, and M&A opportunities.
Benesch is a growing, multi-disciplined planning, engineering, and professional services firm that enhances infrastructure and communities across the country. The firm is nimble enough to remain responsive to client needs yet large enough to offer exceptional bench strength, with an inclusive work environment where everyone feels valued and respected.
Serve as the financial leader for approximately 30 client law firms, analyzing statements, forecasting, and building budgets.
Partner with business owners to improve pricing, margins, cash flow, and profitability through strategic advice and accountability.
Hold owners accountable to financial goals, helping them become more disciplined and less reactive in their decision-making.
How To MANAGE a Small Law Firm provides fractional C-suite services to solo and small law firms across the United States. Recognized on the Inc. 5000 list every year since 2013, the company emphasizes a supportive, family-friendly culture with comprehensive benefits and a remote-first approach.
Own and improve Stedi's financial model, including revenue, expenses, headcount, and long-range forecasting.
Build metrics, models, and reporting infrastructure with high accuracy and traceability to underlying data.
Partner with Accounting, own annual planning, and automate financial workflows using modern tools and AI.
Stedi is a headless healthcare clearinghouse and RCM engine that offers modern, AI-ready APIs and real-time batch EDI processes. With $142 million in funding and a lean, fast-moving team of engineers and designers, Stedi is one of the fastest-growing SaaS vendors.
Vetcove modernizes the veterinary software industry with a procurement marketplace, ecommerce, and practice management system. More than 25,000 hospitals rely on Vetcove daily, and it is a fast-growing, mission-driven company backed by Y Combinator and top venture investors.
Act as the primary finance partner to business unit leadership, supporting strategy and operational execution.
Lead annual budgeting, monthly forecasts, and own SaaS financial models including ARR and unit economics.
Drive financial rigor and scalable processes, collaborating cross-functionally to identify margin expansion opportunities.
RealPage is a private equity-backed SaaS organization specializing in multi-family housing technology. The company is a large employer with a focus on value creation and offers a comprehensive benefits package.
Own company-wide expense budgeting and forecasting, coordinating FP&A Business Partners' inputs.
Lead monthly management reporting with variance analysis and executive-ready materials.
Drive process automation and streamline expense forecasting while administering Planful.
Onebrief builds collaboration and AI-powered workflow software for military planning and operational coordination. Founded in 2019, valued at over $2 billion, we are a distributed team of builders from military, operational, and technology backgrounds.
Build and operate AI-driven finance workflows for budgeting, forecasting, and reporting.
Own the annual budget, quarterly forecasts, and financial model, enabling fast scenario analysis.
Deliver monthly reporting packages, own SaaS metrics, and partner with teams across the business.
Unbounce is a marketing technology company that helps businesses create landing pages and optimize conversions. They foster an AI-first culture with a focus on automation, inclusion, and individual growth, with a small but dedicated team.
Serve as fractional CFO for a portfolio of consumer brands, owning FP&A, forecasting, and board reporting.
Build dynamic financial models, KPI dashboards, and provide strategic advisory on fundraising and capital markets.
Drive workflow optimization through automation and AI tools to scale recurring work.
FinanceWithin is building the financial backbone for ambitious consumer brands, combining strategy, precision, and operational partnership. They are a small, elite remote-first team that rewards performance, not pedigree.
Own the month-end close process and ensure GAAP compliance across multiple revenue streams.
Oversee treasury activities, tax compliance, and financial reporting.
Manage two direct reports and partner with senior leadership on strategic initiatives.
This mission-driven organization operates a fast-paced SaaS environment focused on expanding educational impact. They offer a remote-first, collaborative culture with a focus on work-life balance.
Lead long-range, annual, and quarterly financial planning cycles in partnership with executive leadership.
Build and develop a high-performing Strategic Finance team that serves as a trusted thought partner.
Drive sophisticated financial modeling, forecasting, and strategic analysis to inform resource allocation and business performance.
The company is a high-growth technology business working at the intersection of AI, national security, and financial intelligence to combat financial crime. They have a remote-first, collaborative culture that emphasizes impact, craftsmanship, and continuous learning.
Manage monthly close and ensure all G/L reconciliations are complete.
Oversee ASC 606 deferred revenue reporting and inter-company balances.
Drive transformational changes through automation and AI for financial efficiencies.
Redwood Software provides full stack automation fabric solutions for mission-critical business processes. Its global team of automation experts and customer success engineers delivers world-class support.
Lead investor and regulatory financial reporting with a focus on U.S. GAAP and compliance.
Partner with cross-functional teams (Finance, Legal, Compliance, Operations) to ensure accurate and timely reporting.
Drive process improvements and implement best practices to enhance reporting efficiency and scalability.
Reprise Financial simplifies the financial journey by making personal loans accessible and transparent through technology and a customer-first approach. The company fosters a culture of innovation, collaboration, and kindness, providing tools and support for employees to thrive in a dynamic environment.
Own the monthly/quarterly forecasting and annual budgeting process for assigned departments or business units.
Build and maintain financial models to support revenue, expense, and capacity planning while partnering with stakeholders on decision-making.
Support ASC 606 revenue recognition, contract pricing, and vendor management to drive financial accuracy and operational efficiency.
Sapio Sciences provides a unified lab informatics platform for scientific drug discovery and diagnostics. The team is composed of collaborative scientists, developers, and professionals passionate about advancing science and delivering best-in-class solutions.
Build your own fractional CFO practice with proven client acquisition training.
Gain the tools and systems to consistently find opportunities and win the right clients.
Serve 4–8 long-term clients simultaneously for financial security and independence.
B2B CFO empowers experienced CFOs to build their own fractional CFO practice through proven training, systems, and professional support. The company values process, long-term client relationships, and diversity.