Fractional Chief Financial Officer

Key Responsibilities

• Serve as a trusted advisor to clients, providing financial insight, recommendations, and solutions.
• Manage multiple client engagements and accounting staff to ensure finance and accounting activities are completed on schedule.
• Ensure financial reporting is produced according to client requirements.
• Advise clients on business strategy, including capital planning, fundraising, pricing, margins, execution, corporate structure, tax planning, HR policies, and stock issuance.
• Design and produce financial statements, KPI tracking, investor and Board reporting, and budget-to-actual reporting.
• Prepare and maintain financial forecasts and cash flow models.
• Evaluate and recommend reporting and data analysis that can improve decision-making and transparency.
• Oversee GAAP accounting.
• Ensure accounting processes and policies are documented.
• Develop and maintain FP&A processes and financial models.
• Partner with client teams during fundraising processes.
• Contribute to investor presentations and term-sheet negotiations.
• Model pro forma capitalization tables.
• Respond to investor due diligence requirements.
• Support capital planning and fundraising strategy.
• Aid in M&A activities, including buy- and sell-side due diligence, exit planning, and negotiation of terms.
• Work with tax advisors to ensure compliance and required filings.
• Manage relationships with banks and other third parties as needed.
• Support additional strategic and financial initiatives as required.
• Assist with staff training as needed.
• Collaborate across ScaleUp and client teams to ensure effective execution.

Qualifications

• 10+ years of finance and accounting experience, including at least 7 years as a CFO.
• Bachelor's degree in Accounting, Finance, Business, or relevant equivalent experience.
• Strong knowledge of GAAP.
• Experience working across multiple industries, with experience in one or more of:SaaSAIDeep TechConsumer ProductsProfessional Services.
• Experience working with startups and venture-backed companies.
• Experience raising venture capital.
• Expertise in financial modeling, forecasting, KPIs, and FP&A.
• Experience in a client-facing, billable-hours environment preferred.
• Experience managing multiple clients or engagements and working in a fractional role highly preferred.
• Excellent communication skills and ability to prioritize across multiple teams.
• Advanced working knowledge of QuickBooks Online (QBO) and Excel.
• Experience with Bill.com, Ramp, and Gusto preferred.
• Ability to learn and use new software systems.
• Strong communication skills with coworkers, clients, and management.
• Strategic thinker with a solution-oriented, hands-on approach.
• Experience working with C-suite leaders, Boards, and investors.
• Working knowledge of AI tools and willingness to adapt to evolving technology.
• Candidates based in Colorado, Arizona, Washington, or Texas are highly preferred.