Fractional CFO (Strategic Finance Focus)

Overview

At VeloCFO, you'll work alongside some of the world's most ambitious technology founders as they build category-defining companies. Our fractional CFO team helps high-growth startups navigate critical milestones, from fundraising and financial strategy to capital allocation, forecasting, and building the operational rigor required to scale.

If you're excited by the pace of startups, enjoy solving complex business challenges, and want to make a meaningful impact across a portfolio of innovative companies, VeloCFO offers the opportunity to do your best work alongside exceptional entrepreneurs and teammates.

We’ve partnered with the following companies over the past 12 months:

• Frontier AI lab accelerating breakthroughs in materials science

• Category-defining AI coding platform transforming software development

• Pioneer in embodied AI building the intelligence layer for next-generation robotics

• Agentic AI CRM platform reimagining go-to-market execution

• AI lab advancing data infrastructure for frontier model development

Roles & Responsibilities

• Own development of a drivers-based financial model to provide management teams with visibility into their business. The model will serve as the backbone for annual planning / re-forecasting, scenario analysis, cash management and investor storytelling.

• Institutionalize a repeatable, timely model update process tied to accounting’s month-end close to provide an up-to-date view of the business incorporating actuals.

• Own monthly budget vs. actuals (BvA) reporting, with emphasis on variance analysis and actionable recommendations to help management calibrate investment levels to meet growth targets or preserve runway

• Work closely with VeloCFO's Accounting team to align P&L structure to management’s reporting preferences, ensuring clear visibility into the cost base and margins

• Deliver high-impact analyses to support management decisions across M&A, fundraising, pricing, unit economics, sales capacity planning and cohort retention analysis to drive strategic growth opportunities.

Qualifications

• Based in the U.S. or Canada

• 7-10+ years of experience in finance, with a proven track record advising clients and partnering with management teams. The ideal candidate has experience in investment banking or a similar advisory environment, combined with operating experience in Strategic Finance, FP&A, or Business Operations at high-growth technology companies. Bonus points if operating experience is at AI-native companies.

• Proven experience in SaaS, AI, healthcare tech and/or hardware tech

• Self-starter with a strong ownership mentality, able to take ambiguous problems, structure them, and drive them through to completion with minimal oversight.

• Comfort working across both detailed analysis and executive-level synthesis, with the ability to translate complex financial workstreams into decision-ready insights for founders and leadership teams. Prior exposure to board-level communication is a strong plus.

• Advanced Excel and financial modeling expertise, including building scalable, driver-based operating models and translating business drivers into financial outputs. Comfortable leveraging AI tools (e.g., Claude, ChatGPT) to enhance analytical depth, speed, and workflow automation.

• Strong understanding of US GAAP and key performance metrics in technology businesses, including ARR, MRR, revenue retention, churn, CAC, LTV, and gross margin. Bonus points for experience managing or analyzing compute-related spend in AI labs or high-performance computing environments.

• Basic familiarity with modern accounting and finance tooling across the stack, including accounting systems (e.g., QuickBooks, NetSuite, Rillet, Campfire), spend management (e.g., Ramp), billing (e.g., Stripe, Tabs), and financial planning tools.