Manage banking relationships and ensure optimized cash operations through treasury products and services.
Drive cash flow forecasting and collaborate with legal, tax, and FP&A teams to ensure global funding and compliance.
Oversee foreign currency, corporate credit cards, and prepare financial reports while managing treasury controls.
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 with a platform that provides attack simulation, training, and agent security.
Lead the design and strategy for compensation programs including base pay, incentives, and equity.
Oversee executive compensation, prepare materials for the Board's HR Committee, and ensure regulatory compliance.
Partner with senior leadership to attract and retain talent through data-driven compensation practices.
Fulton Bank is a financial institution focused on making a positive impact in local communities. With a culture of continuous learning and inclusion, it employs a digitally enabled workforce to enhance employee and customer experiences.
Own full-spectrum corporate treasury operations including banking relationships, investment management, and cash flow forecasting.
Manage working capital optimization, share repurchase programs, and debt facility compliance.
Ensure SOX-compliant treasury operations and provide regular reporting and ad hoc strategic finance support.
Marqeta is on a mission to change the way money moves as one of the earliest enablers of embedded finance. The company is a publicly traded payments firm powering brands like Block and Uber, operating with a Flex First culture that values innovation and teamwork.
Lead finance operations and revenue cycle management for a $200M+ healthcare franchisee.
Oversee RCM, financial reporting, cash flow forecasting, and cross-functional partnership.
Prepare the finance function for a likely PE-backed exit within 3-5 years.
They are a rapidly scaling home infusion franchisee spanning the Midwest with over $200M in revenue. They are seeking a Head of Finance to build and professionalize the finance function and drive growth toward a strategic exit.
Serve as a critical partner to the Head of Finance, owning the company model and leading annual planning and forecasting.
Partner with leaders across GTM, Product, Engineering, and more to drive visibility, resource allocation, and decision-making.
Help build an AI-native finance function, leveraging AI to improve planning, forecasting, and reporting.
Lyric is an enterprise AI platform built for supply chains, offering out-of-the-box AI solutions and a platform-first approach for composability. The company is a growing startup with Fortune 500 customers, including Smurfit WestRock, Estée Lauder, and Coca-Cola, and operates with a global team across the US, EMEA, and India.
Own the day-to-day finance function, including close, compliance, controls, and team leadership across time zones.
Drive financial systems architecture and contribute to strategic decisions on new markets, deal structures, and capital allocation.
Lead a team of 6, building it to 8-10 over 24 months, with a focus on scalability and automation.
QSIC is a Series B SaaS + hardware company that powers in-store audio and advertising for some of the world’s largest retailers. They operate across the US, Australia, and Asia-Pacific, with a growing team and a finance function at an inflection point.
Act as fractional CFO/Controller for up to 30 small law firm clients (gross revenues under $10MM).
Analyze financials to spot trends, risks, and opportunities; go toe-to-toe with bookkeepers to fix messy data.
Deliver hard truths to business owners with radical candor and humor, coaching them to make courageous growth decisions.
How To MANAGE a Small Law Firm is the leading fractional C-suite provider for solo and small law firms nationwide. It has been an Inc. 5000 Fastest-Growing Company every year since 2013, with a culture built on personal responsibility, high performance, and zero corporate BS.
Direct the annual operating plan process, including revenue and contribution margin targets by channel, headcount planning, and capital expenditure schedules.
Own the accuracy and timeliness of GAAP financial statements, and oversee monthly and annual close process through the Director of Accounting.
Serve as the primary management liaison to the audit committee and maintain the business in a continuous state of transaction readiness.
Smalls is a subscription-first pet food business with genuine customer love, durable unit economics, and a retail expansion underway. The company has grown from a pure-play DTC brand into an omni-channel operation, maintaining a lean finance function with a culture that respects work-life balance.
Produce comprehensive financial plans on behalf of affiliated advisors across various financial domains.
Run detailed tax analyses including Roth conversion modeling and charitable giving scenarios.
Build estate planning scenarios and coordinate with advisors on trust, gifting, and wealth transfer strategies.
First Affirmative has been a pioneer in values-aligned investing since 1988 with over $1B in AUM. Now, as Formative, we’re entering our next chapter focused on growth for impact and strive to be the leading hub for values-aligned advisors.