Source Job

$71,000–$340,000/yr
Global

  • Oversee monthly close, budgeting, and forecasting for MSO/PC entities, ensuring clean intercompany economics and compliance.
  • Advise CEOs and physician leadership on financial strategy, capital planning, and board reporting with KPI dashboards.
  • Support fundraising and M&A by modeling scenarios, sizing rounds, and speaking investors' language, while maintaining fundamentals like revenue cycle and cash flow.

Financial Modeling Excel Fundraising

20 jobs similar to CFO Advisory Consultant

Jobs ranked by similarity.

Unlimited PTO

  • Manage client engagements as a virtual CFO, providing strategic financial insight and recommendations.
  • Implement controls, frameworks, and systems to support growth, budgeting, and forecasting.
  • Analyze financial results, lead fundraising efforts, and oversee cash management and compliance.

FinStrat Management provides virtual CFO and financial management services to growing companies, particularly in the SaaS space. They are a collaborative, client-focused team that values professional development and a flexible work culture.

$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.

United States

  • Lead enterprise headcount and compensation forecasting, including hiring plans, salaries, and benefits.
  • Partner with senior leaders to provide insights into revenue drivers, cost structures, and business performance.
  • Improve FP&A processes through automation, stronger reporting, and scalable financial systems.

Our partner is a fast-growing healthcare organization focused on improving efficiency, transparency, and the overall healthcare experience. The company values analytical rigor, collaboration, and continuous improvement in a remote environment.

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.

Global

  • Analyze financial statements, cash flows, and company performance
  • Build and update financial and valuation models in Excel
  • Support business valuations using DCF, market multiples, comparable companies, and transaction analysis

This boutique financial advisory firm provides business valuations, financial analysis, and corporate finance services to international clients. The firm is small and collaborative, offering mentorship and increasing responsibility over time.

Global

  • Serve as a strategic advisor to the leadership team, translating financial and operational data into clear insights that drive decisions.
  • Own the company's financial planning and forecasting framework, including budgeting, forecasting, and long-range planning.
  • Lead revenue and business intelligence, providing visibility into pipeline health, renewals, and performance drivers.

Alliance Solutions Group is a leading Sage Intacct partner for the construction industry and a fast-growing professional services organization. They are a remote-first company with a people-first culture, backed by Pine Services Group.

$160,000–$190,000/yr
US

  • Serve as a strategic finance partner to commercial leaders, driving growth, revenue, and investment decisions across cash-pay and insurance-covered areas.
  • Own and improve planning, forecasting, and driver-based financial models for key business metrics including revenue, acquisition, retention, and unit economics.
  • Analyze performance, develop business cases, and prepare executive-ready materials to support strategic decision-making.

BetterHelp is the world's largest online therapy service, providing affordable and convenient therapy globally. Founded in 2013, the company has a network of over 30,000 licensed therapists and is committed to employee well-being and professional development.

Europe

  • Build and defend regulatory financial models for banking licence applications and capital planning across Europe.
  • Drive strategic finance projects including business cases, board materials, and M&A support.
  • Partner with VP of Finance on ad-hoc analysis and business partnering across functions.

Finom is a European tech startup developing an all-in-one financial B2B platform integrating banking, accounting, and invoicing. With over $346 million in total funding and a start-up culture, they value innovation and empowering employees.

US

  • Lead the annual budgeting process and maintain robust financial forecasting models.
  • Manage contract negotiations with external vendors and service providers.
  • Oversee expense review and approval workflow ensuring governance compliance.

Woven Capital is Toyota's growth-stage venture capital arm managing $1.6 billion, investing in companies advancing mobility and emerging technologies. The team is part of a global platform at Toyota, fostering a culture of innovation and strategic growth.

US

  • Lead financial planning, forecasting, and performance analysis across clinics, regions, and service lines.
  • Develop and maintain financial models to evaluate new clinic openings, provider hiring, and payer mix strategies.
  • Translate financial and operational data into actionable insights for executive leadership, highlighting key risks and opportunities.

Thriveworks is one of the leading mental healthcare companies in the U.S., with over 2,800 employees. Founded and led by clinicians, our mission is to help people live happy, healthy lives.

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.

FinanceWithin provides financial backbone services for ambitious consumer brands, combining McKinsey-level strategy with Big Four precision. They are a small, remote-first team with a high-performance, collaborative culture.

UK

  • Lead financial reporting, budgeting, forecasting, and month-end activities.
  • Own the annual external audit and maintain strong financial controls.
  • Provide financial analysis, modelling, and insights to support strategic decisions.

Form3 provides a cloud-native, multi-cloud platform that is revolutionising the payments industry. As a fast-growing, 100% remote company, they maintain a collaborative culture with a focus on diversity, inclusion, and work-life balance.

$92,400–$115,500/yr
US Unlimited PTO

  • Own forecasting and planning activities by building financial models that deliver accurate forecasts.
  • Analyze financial performance and identify key drivers by reviewing variances against budget.
  • Partner with business stakeholders by providing financial guidance and influencing outcomes.

Alkami is a digital sales and service platform provider for U.S. banks and credit unions. Founded in 2009, the company has a strong culture recognized as a Best Place to Work in Fintech with a remote-first environment.

$150,000–$175,000/yr
US

  • Own and build sophisticated driver-based financial models for forecasting, budgeting, and long-range planning.
  • Partner with operations and accounting to drive standardization, automation, and repeatable close and forecast cycles.
  • Communicate financial analysis to executive leadership and support M&A and capital allocation decisions.

Innodata is a global data engineering company that enables the responsible advancement of artificial intelligence. With a 36+ year legacy, they deliver high-quality data and outstanding outcomes for AI builders and adopters.

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.

$95,300–$116,700/yr
US

  • Serve as a strategic finance partner across business entities, providing insights for cross-departmental integration and financial reporting.
  • Support leadership with analysis of pricing, customer health, business performance, and key operational metrics.
  • Collaborate with Technology and Accounting teams to track project lifecycles, evaluate capitalization criteria, and improve financial processes.

$80,000–$100,000/yr
Global Unlimited PTO

  • Manage day-to-day responsibilities on R&D Tax Credit and Sec. 174 engagements, including leading technical interviews with clients.
  • Prepare and review calculations of R&D credits and produce technical reports reflecting client interviews.
  • Supervise and mentor R&D Tax Associates, providing technical guidance and supporting their development.

Burkland accelerates dreams by providing expert services to startups, helping them raise over $17.8B. They are a remote-first company with over 180 team members and a culture built on core values like fresh perspectives and empathy.

  • 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.

US

  • Provide financial analysis, reporting, forecasting, and planning support across a complex publishing environment, working closely with Finance, IT, and business leaders.
  • Prepare monthly financial reports, investigate variances, and develop KPI-based reports to inform strategic decisions.
  • Support annual budgeting, semiannual forecasting, royalty calculations, and technology initiatives using Agile methodologies.

$120,000–$140,000/yr
US

  • Build and maintain consolidated operating models across all entities and revenue streams.
  • Own the annual budget, quarterly reforecasts, and rolling cash and P&L forecasts with variance analysis.
  • Develop unit economics and margin analysis by revenue stream and produce board reporting narratives.

Reachdesk is the first end-to-end SaaS global gifting and swag platform, helping B2B companies build meaningful connections through personalized gifts and branded swag. Trusted by top technology and SaaS companies, it has a world-class team with hubs in New York, London, and Lisbon.