Source Job

US

  • Serve as fractional CFO for a portfolio of consumer brands, owning FP&A, forecasting, and strategic advisory.
  • Manage client relationships, banking, investor communications, and board reporting with polish.
  • Drive modeling, KPI dashboards, and workflow optimization using AI and automation tools.

Financial Modeling FP&A Accounting Systems Data Analysis

20 jobs similar to Client CFO - (DTC & CPG)

Jobs ranked by similarity.

$40–$40/hr
Global

  • Build and refine financial models to support strategic business decisions
  • Analyze operational data and structure corporate finance metrics
  • Communicate findings and progress through regular remote check-ins

Terac is building the world's largest pool of vetted human experts for AI. The company recruits, screens, and pays study participants across industries, languages, and skill sets.

Canada

  • Build and own Concourse's operating model including revenue forecasting, unit economics, headcount planning, and scenario analysis.
  • Partner with the CEO on strategic decisions such as new market entry, pricing, capital allocation, and partnership economics.
  • Develop and maintain KPIs, financial reporting, and infrastructure from scratch to scale with the company.

Concourse is building the operating system for state and local governments, turning fragmented data into smooth operations. The team is a small, early-stage startup with significant revenue and a culture of independence and direct communication.

$120,000–$140,000/yr
US Unlimited PTO

  • Build and own the financial models and forecasting infrastructure that power planning and decision-making as we scale.
  • Drive investment and growth decisions through analyses grounded in unit economics, cohort trends, and more.
  • Automate manual reporting with AI and modern tooling, turning recurring asks into self-serve dashboards and systems.

Owner is an AI-native platform that helps local business owners, starting with restaurants, manage their online presence, ordering, CRM, and POS. The team is in the low hundreds, composed of top talent from leading SMB software companies, with a culture of agentic improvement and remote-first work.

  • Build the finance function end-to-end, owning financial planning, reporting, forecasting, and cash management.
  • Serve as a hands-on individual contributor, building robust financial models and supporting strategic decisions.
  • Leverage AI and automation to create an efficient finance function that scales without linear headcount growth.

Geordie AI is an AI security company helping clients navigate agentic AI adoption and risk. It is a high-growth B2B SaaS company building a modern, automated finance function with a culture of momentum and kindness.

$84,200–$121,000/yr
US

  • Drive financial planning, budgeting, and forecasting for marketing headcount and operational expenses.
  • Develop scenario-based financial models to assess marketing investments, ROI, and performance trends.
  • Partner with Marketing Operations and Strategy & Analytics teams to align financial plans with GTM initiatives.

Abnormal AI protects over 4,500 enterprises from AI-powered cybercrime using a behavioral AI platform. It is a growing company with a focus on innovation and equality in hiring.

US Unlimited PTO

  • Serve as the financial leader for a portfolio of approximately 30 client businesses, providing strategic guidance and actionable insights.
  • Analyze financial data, create forecasts, budgets, and cash flow strategies to improve profitability and growth.
  • Build trusted relationships with business owners and collaborate with internal team members to deliver exceptional client experience.

How To MANAGE a Small Law Firm is a leading provider of Fractional C-Suite services for solo and small law firms. It has been an Inc. 5000 Fastest-Growing Company every year since 2013, with a culture of ownership, accountability, and results.

US Unlimited PTO

  • Build and enhance integrated three-statement operating models to support annual planning and long-range forecasting.
  • Use AI tools to automate manual workflows, accelerate analysis, and surface insights.
  • Drive cross-functional partnerships and prepare Board, MBR, and QBR reporting packages.

CertifID provides a platform that verifies identities and authenticates wire transfers to prevent fraud in real estate transactions. The company has been recognized as one of the best startups to work for in Austin, made the Inc. 5000 list, and won Best Culture by Purpose Jobs two years in a row.

US Unlimited PTO

  • You'll advise a portfolio of customers, building P&L reviews, scenario work, and capital decision support.
  • You'll create repeatable financial tools, AI agents, and templates that scale customer insight.
  • You'll collaborate with product and engineering to turn manual work into product features.

Ambrook is rebuilding financial infrastructure for American family-run businesses, offering modern tools for accounting, banking, and spending. As a Series A startup backed by Thrive Capital and Homebrew, they've grown from 100 to over 8,000 customers.

$129,000–$180,000/yr
US

  • Act as trusted financial advisor to VP and C-level leaders, guiding resource allocation and investment decisions.
  • Lead monthly forecast reviews and deliver actionable insights to drive strategic decisions.
  • Build advanced financial models with scenario and sensitivity analysis to support key business decisions.

BetterUp is a personal and professional growth platform that provides coaching and development to individuals and organizations. It is a mission-driven company with a hybrid culture, multiple office hubs in the US and Europe, and a focus on creating fulfilling work experiences.

US

  • Provide strategic financial leadership and advisory support to help the firm make proactive business decisions.
  • Build budgeting and forecasting processes that reflect the realities of a contingency-fee law firm with variable monthly revenue.
  • Translate financial data into clear, digestible executive-level reports and dashboards for decision-making.

Meyer Wilson Werning is a niche law firm focused on investor claims and class actions, with a nationwide practice. They have recovered over $350 million for clients and have a team of highly skilled attorneys known for trial readiness and professionalism.

$80,190–$186,375/yr
Global

  • Build, run, and improve AI-driven automation across FP&A functions including forecasting, budgeting, and reporting.
  • Own the operational side of tax and automate compliance processes.
  • Design and ship new automations and AI systems to expand the finance function's capabilities.

Quora operates two platforms: a global knowledge sharing platform with over 300M monthly unique visitors, and an AI platform providing access to various language models. The company has a culture of transparency, idea-sharing, and experimentation with passionate, collaborative global teams.

$160,700–$231,000/yr
US

  • Own the annual plan and forecast cadence across the P&L, balance sheet, and cash flow — with particular ownership of revenue and free cash flow forecasting — using driver-based models to continuously improve accuracy.
  • Build scenario and sensitivity modeling into a core FP&A capability that informs key leadership decisions.
  • Oversee the team’s ownership of the monthly CFO review package — budget vs actual variance analysis, forecast, and supporting analytics — partnering with Accounting on the close, while staying hands-on in building Board and investor reporting materials.

Abnormal protects the humans behind the world's most critical organizations from AI-powered cybercrime. 4,500+ enterprises trust our behavioral AI platform.

$250,000–$275,000/yr
US

  • Develop and maintain effective planning and analysis to provide senior management with analytical tools and measure performance.
  • Partner with cross-functional teams and international managers to align business goals with company goals.
  • Lead the global annual budgeting process, financial planning, and monthly re-forecasting.

KnowBe4 empowers the modern workforce to make smarter security decisions every day. Trusted by more than 70,000 organizations worldwide, it is the pioneer of digital workforce security, securing both AI agents and humans.

Europe

  • Own financial planning, forecasting, and reporting for Pharma Operations and HR, delivering performance analyses and management presentations.
  • Act as a trusted business partner to senior leaders, challenging assumptions and providing data-driven recommendations for strategic decisions.
  • Enhance FP&A processes through AI-driven solutions and next-generation planning tools to drive scalable growth.

Redcare Pharmacy is Europe's No.1 e-pharmacy, dedicated to ensuring every human has their health through innovation and collaboration. The company fosters a healthy, team-oriented culture where employees are valued and inspired.

Global

  • Leverage finance technology expertise to transform controllership processes for global clients.
  • Deliver high-quality advisory through published research and client interactions via video or stage presentations.
  • Collaborate with a team of analysts to build authoritative insights on AI and automation in accounting.

Gartner provides actionable, objective business and technology insights to enterprise leaders and their teams. With 20,000 associates globally, we serve over 13,000 clients in ~90 countries and territories, fostering an inclusive, collaborative culture.

VP FP&A

Entersekt
Europe

  • Lead the global FP&A function, providing strategic financial guidance across regions and business units.
  • Develop and manage financial models, forecasts, and budgets to support decision-making and growth.
  • Partner with the CFO and executive team on strategic initiatives, M&A activities, and capital planning.

Entersekt is a leader in digital banking fraud prevention and payment security, including mobile authentication, app security, and 3D Secure authentication. Founded over 16 years ago with investments from Accel-KKR, the company protects over 210 million active users and holds 120 patents.

$221,000–$252,000/yr
US

  • Lead the full finance function including FP&A, accounting, and cash flow management across a multi-workstream business.
  • Own project-based construction accounting including cost-to-complete tracking, draw schedules, and client billing.
  • Drive M&A corporate development finance including due diligence, valuation modeling, and integration planning.

Source is building the operating system for global commercial construction, reengineering financial infrastructure for a $1T+ industry. They are an AI-native managed marketplace trusted by major hospitality clients, managing hundreds of millions in annual purchasing volume.

Global 3w PTO

  • Own the full finance function with a strong focus on the US market, ensuring accuracy and compliance.
  • Build and maintain executive-level reporting across P&L, Cash Flow, and Balance Sheet.
  • Drive IPO readiness by improving reporting quality, controls, and financial discipline.

We created a new category - the marketplace for future customers, where businesses shop for leads with full transparency. We are the #1 lead marketplace in the USA, and we are accelerating.

Global

  • Lead and optimize the finance team with analytical rigor and cross-functional collaboration.
  • Partner with Senior Leadership to develop KPIs and translate operational metrics into actionable guidance.
  • Own financial planning, forecasting, budgeting, and support M&A, fundraising, and strategic initiatives.

Peek is the operating system powering the experiences industry, helping merchants increase revenues and deliver seamless guest experiences. The company has raised over $150 million from institutional investors and is recognized as a top startup employer by Forbes and Built In.

Global 8w paternity

  • Drive the monthly and annual closing calendar, holding external accounting partners and auditors to high standards.
  • Own the legal reporting package, ensuring accuracy of P&L, balance sheet, and cash flow statements.
  • Oversee AP/AR, cash management, and lead the international accounting build-out as the company expands.

Joko is an AI shopping app that helps consumers save time and money with cashback, coupons, and price alerts. Founded in Paris, it is a certified B Corp with over 105 employees across Paris, Barcelona, and New York, fostering a flexible and trust-based culture.