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.
Partner with Sales and Marketing leadership to build strategic decision support and drive alignment between growth investments and financial outcomes.
Own forecasting models for members and revenue, GTM KPIs and ROI frameworks, and pricing strategy to guide long-term planning.
Manage monthly forecasts, executive variance analysis, annual planning, headcount modeling, and systems to scale GTM finance.
SmithRx is a rapidly growing, venture-backed Health-Tech company that disrupts the pharmacy benefit management sector with a next-generation drug acquisition platform. With hundreds of thousands of members onboarded since 2016, the company offers a collaborative, mission-driven culture guided by values of integrity, courage, and teamwork.
Own the finance function end-to-end, including day-to-day operations, month-end close, and financial reporting.
Build financial models, cash flow forecasts, and scenario analyses to support strategic decision-making.
Partner with leadership on fundraising, investor reporting, and process improvements.
Infisical is an open source security infrastructure platform for secrets management, certificates, and privileged access management. They have raised $19M from Y Combinator, Google, and Elad Gil, and operate as a remote team with a strong presence in San Francisco.
Own strategic finance cadence across the automotive portfolio, including forecasting, performance management, and KPI reporting.
Build operating models and partner directly with portfolio company leadership to drive decision-making and capital allocation.
Lead and support M&A work including acquisition modeling, diligence, synergy analysis, and integration planning.
Emergence Automotive is an AutoTech portfolio within Emergence, a holding company backed by The Pritzker Organization, that buys and builds category-defining software businesses in the automotive vertical. The portfolio represents more than $35 million of ARR across several businesses, with a small, high-ownership team that works closely with portfolio companies.
Own the end-to-end program management and execution of Bold Moves, a portfolio of company-wide strategic growth initiatives, driving roadmap, prioritization, and financial outcomes.
Build and maintain financial models to quantify initiative impact, develop business cases, and track value realization against targets.
Prepare executive-ready updates, dashboards, and recommendations, surfacing risks and aligning cross-functional teams to ensure initiatives deliver measurable business value.
Real Chemistry is a global healthcare agency that blends scientific expertise, human-centred creativity, and AI-driven insights to transform healthcare communications and marketing for top pharmaceutical and biotech clients. The company fosters a culture of innovation and collaboration, with a commitment to excellence and a people-first approach, as reflected in its #LifeatRealChem ethos.
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.
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.
Lead financial strategy, planning, and operational improvements while supporting executive decision-making.
Partner with senior leadership to define, monitor, and improve key performance indicators across the organization.
Build and maintain financial forecasting tools, operating models, and reporting frameworks to improve business predictability.
The company is a fast-scaling technology company that leverages AI-powered matching to streamline hiring processes. It offers a remote-first environment with a collaborative culture focused on innovation, customer impact, and continuous improvement.
Partner with Co-Founders and executive team to translate strategy into financial priorities and operating plans.
Lead financial planning, forecasting, reporting, cash management, and capital allocation.
Build and develop the finance team, systems, and processes to support continued scale.
Mars Men is a rapidly growing direct-to-consumer men's health brand in the supplement space, achieving a $100M run rate in less than 18 months. The company is backed by L Catterton and operates across DTC, retail, and emerging channels, with a remote-first culture emphasizing autonomy and ownership.
Lead balance sheet forecasting, variance analysis, and long-term integrated financial modeling.
Own the thirteen-week cash flow forecast and produce monthly, quarterly, and annual reporting packages for management and ownership.
Partner cross-functionally with Sales, Operations, and Accounting to improve forecasting accuracy and reporting efficiency.
ecoATM is a technology company that pioneers device re-commerce through automated kiosks and an online marketplace, enabling people to reuse mobile devices and reduce e-waste. The company values its employees as its greatest strength, fostering a culture of growth and making a positive planetary impact.