Source Job

US

  • Diagnose financial issues, identifying profitability leaks, pricing problems, expense inefficiencies, and cash flow risks.
  • Drive financial outcomes, turning financial insights into clear, actionable steps that improve margins, revenue discipline, and financial stability.
  • Enforce financial accountability, holding firm owners accountable to financial targets, commitments, and operational discipline.

Financial Modeling KPIs

20 jobs similar to Chief Financial Officer - Financial Strategy Advisor

Jobs ranked by similarity.

VP, Finance

Tala
$240,000–$320,000/yr
US

  • Drive enterprise-level financial strategy, long-range planning, capital allocation, and performance management.
  • Translate business strategy into financial frameworks that accelerate growth and optimize returns.
  • Lead corporate FP&A, enterprise modeling, and strategic initiatives.

Tala is a global financial infrastructure company that aims to unleash the economic power of the global majority by providing a platform that combines credit bureau intelligence, payments execution, and relationship expertise. They operate with a remote-first approach and have office hubs in various countries.

VP Finance

Joko
Global 8w paternity

  • Lead and scale the Finance team, managing and developing current members and recruiting additional headcount.
  • Own the company's financial strategy, driving financial planning, budgeting, and forecasting.
  • Be the financial voice at the leadership table, partnering with the COO and co-founders on key strategic decisions.

Joko helps consumers shop smarter with a mission to revolutionize shopping. They are a tech company and certified B Corp with over 90 talents across Paris, Barcelona, and New York.

US

  • Develop and maintain financial models and KPI reporting, sharing insights about risks and opportunities.
  • Drive budgeting/forecasting cycles, working collaboratively with internal business partners and leadership.
  • Partner with Accounting to ensure month end results are accurate and reflect all accruals, reversals, and reclasses.

LifeLabs Learning provides science-backed training for managers and teams, focusing on skills such as coaching, feedback, and inclusion. As a diverse team of experts, they help organizations build these skills into their culture and systems.

$115,000–$145,000/yr
US

  • Serve as a financial partner to business units, providing strategic insights.
  • Lead the annual budgeting and quarterly forecasting processes.
  • Prepare financial reports, dashboards, and executive-level presentations.

WorkWave provides solutions that directly contribute to the success of its customers. They cultivate an energetic, fun, and inclusive team environment, encouraging innovation and collaboration with a startup feel within a global company.

North America Unlimited PTO

  • Own and evolve core business performance metrics and scorecards.
  • Lead deep-dive analyses to uncover performance drivers and identify opportunities for value creation.
  • Build investment-grade business cases, including scenario modeling, risk assessment, and payback analysis.

Fullscript, founded in 2011, helps practitioners access and prescribe products for better health outcomes, growing into a platform used by over 125,000 practitioners and 10 million patients across North America. Their mission is to deliver the perfect patient experience by connecting labs, supplements, clinical tools, and workflows into one system to support personalized, prevention-focused practice at scale.

US Unlimited PTO

  • Serve as a strategic thought partner, translating data into actionable insights.
  • Lead financial planning and modeling efforts, managing the budget.
  • Proactively identify risks and opportunities to optimize investments.

NerdWallet aims to bring clarity to all of life’s financial decisions. They've built an inclusive, flexible, and candid culture where you’re empowered to grow, take smart risks, and be unapologetically yourself. They invest in your well-being, development, and ability to make an impact.

$121,600–$190,000/yr
16w maternity

  • Drive financial planning processes, ensuring resource allocation stays within budget.
  • Support the company-wide operating model, linking inputs to growth and profitability.
  • Perform financial analysis on results and KPIs, identifying underlying trends.

Headway is building a new mental healthcare system that everyone can access by making it easy for therapists to accept insurance and scale their practice. They are a Series D company with over $325m in funding and a diverse, national network of over 60,000 mental healthcare providers across all 50 states.

$200,000–$300,000/yr
US Canada 4w PTO 16w maternity 12w paternity

  • Own the company’s integrated financial model, annual operating plan, and multi-year forecast.
  • Establish a disciplined capital allocation framework tied to long-term value creation.
  • Build scalable dashboards, reporting systems, and analytical tools that improve visibility into business performance

Crux is the capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure. Their team of 95+ experts in energy, tax, finance, government, and technology, reflects a culture of high growth and ownership.

US Unlimited PTO

  • Provide strategic insights and recommendations through financial analysis.
  • Oversee the property level month-end and year-end close processes.
  • Mentor and develop a high-performing finance team.

Kasa is a tech-enabled hotel and apartment hotel brand, managing properties and delivering a digital hospitality experience. They partner with property owners to offer stylish accommodations and prioritize automation and data-driven decision-making. The company is fast-growing and innovative.

US Canada

  • Serve as a strategic right hand to the CFO and a core business and strategic partner to the Executive Leadership Team.
  • Own enterprise planning, long range forecasting, performance management, capital allocation and financial rigor across the organization.
  • Elevate executive storytelling, strengthen accountability, and ensure we operate with the discipline required for long term scale and IPO readiness.

1Password is building the foundation for a safe, productive digital future. They innovated the market-leading enterprise password manager and pioneered Extended Access Management, a new cybersecurity category built for the way people and AI agents work today. Over 180,000 businesses trust 1Password to help their teams securely adopt the SaaS and AI tools they need to do their best work.

US 17w maternity 17w paternity

  • Lead the company’s financial strategy while also serving as a key driver of enterprise-wide operational performance.
  • Partner closely with the CEO and executive team to translate strategy into measurable outcomes and ensure capital is deployed effectively.
  • Build the operational cadence required to scale, represent LTSE with investors, regulators, and stakeholders.

Long-Term Stock Exchange (LTSE) is an SEC-registered national securities exchange designed to promote fair and orderly markets, as well as help long-term focused companies get the credit they deserve. They are an innovative business ecosystem dedicated to reimagining the role of capital markets for a more equitable and sustainable future.

US

  • Own company-wide FP&A including budgeting, forecasting, and multi-year planning
  • Partner with the CEO on strategy, scenario modeling, and capital allocation
  • Lead Revenue Operations including forecasting, territory planning, and GTM analytics

TurnKey Lender is a global SaaS platform that enables financial institutions and lenders to automate and scale their lending operations through AI-driven decisioning, workflow automation, and advanced analytics. As they continue to grow globally, they are building a modern go-to-market engine to support scalable pipeline generation, product adoption, and market expansion.

US Canada Unlimited PTO

  • Own financial planning and modeling: Build and maintain the company’s financial models.
  • Drive resource allocation decisions: Develop frameworks that help leadership evaluate trade-offs across investments.
  • Evaluate unit economics: Analyze the economics of established and emerging business lines.

Wrapbook is a smart, intuitive platform that makes production payroll and accounting easier, faster, and more secure. Our growing team of 250+ people across the USA and Canada includes entertainment and technology experts from SAG-AFTRA, DGA, IATSE, Teamsters, Amazon, Microsoft, Facebook, and more.

US

  • Contribute to strategic planning and decision-making by delivering financial insights.
  • Develop annual budgets, create interim forecasts, and construct financial models.
  • Compile and present monthly and semi-monthly financial statements to management.

TJS Group, founded in 2015, is an 8(a), Economically Disadvantaged Women-Owned Small Business (EDWOSB) with DSS Top Secret Facility Clearance, providing a wide range of services to federal and commercial clients. They focus on addressing the root causes of their clients’ challenges and delivering results that exceed expectations.

$104,000–$130,000/yr
US Unlimited PTO 13w maternity 12w paternity

  • Own the financial model, KPI infrastructure, and performance insights, working closely with the Head of FP&A.
  • Translate strategy into numbers, bring structure to ambiguity, and proactively surface insights that shape how operations are run.
  • Analyze revenue, pipeline, sales efficiency, and unit economics and deliver clear insights on what’s happening and why and recommend action steps.

Chainguard provides a secure foundation for software development and deployment by offering guarded open source software that is built from source and updated continuously. They help organizations eliminate threats in their software supply chains and aim to be the safe source for open source.

$130,000–$160,000/yr
US 4w PTO

  • Support strategic finance and FP&A capabilities.
  • Play a key role in long‑range planning and performance management.
  • Bring strong financial modeling skills and cross-functional impact.

Imagine Pediatrics is a tech-enabled, pediatrician-led medical group reimagining care for children with special health care needs. They deliver 24/7 virtual-first and in-home medical, behavioral, and social care, working alongside families, providers, and health plans.

$175,000–$200,000/yr
US

  • Acts as a strategic business partner to senior executive leadership team and AMH Board
  • Creates and establishes yearly financial budget and objectives that align with AMH’s plan for growth and expansion
  • Assesses and evaluates financial performance of AMH with regard to operational goals and budgets

Aligned Modern Health is the largest evidence-based holistic healthcare practice in the Midwest, operating 16 clinics across Chicago with a rapidly expanding telehealth practice that is currently serving patients in 20+ states and growing. Their collaborative team of over 100 doctors, nurse practitioners, and clinicians provide personalized care for men, women and children.

$91,135–$122,000/yr
US

  • Act as an outsourced CFO for a portfolio of 5-8 schools, advising on financial and operational policies.
  • Produce forward-looking financial forecasts and develop budgets aligned with school goals.
  • Proactively identify and solve clients’ financial challenges.

Jobgether posts this position on behalf of a partner company. They are seeking finance professionals passionate about supporting educational institutions.

$147,000–$197,000/yr
Global

  • Lead revenue reporting and analysis efforts.
  • Support annual revenue planning and forecasting.
  • Develop pricing strategies and manage contract administration.

Columbia General is looking for a Senior Finance Director. They offer a collaborative and innovative remote environment and values a supportive and inclusive company culture.