Chief Financial Officer

Attivo Partners

1d•$250,000 - $285,000•Remote

About The Position

Attivo Partners is seeking entrepreneurial, forward-thinking Chief Financial Officers to serve as strategic finance partners to portfolios of venture-backed and emerging growth clients. This senior, client-facing fractional CFO role supports companies across industries and stages, including SaaS, AI, Robotics, American Dynamism, and FinTech. The CFO is a trusted advisor to founders and executive teams, helping build durable, well-funded companies while incorporating responsible AI transformation into finance and accounting solutions. The role owns the overall health of client relationships, including work quality, engagement economics, and partnership growth. It also contributes to Attivo's growth by expanding services for existing clients and sourcing new clients. The CFO leads financial planning, reporting, fundraising, systems and AI-enabled process transformation, client relationship management, engagement profitability, and team development. The position is based preferably in New York City or the San Francisco Bay Area, with remote work and in-person client, networking, and firm events. It reports to the CFO Lead.

Requirements

Bachelor's degree in Accounting, Finance, or a related field.
At least 10 years of senior financial leadership experience, including at least 5 years as a CFO or VP of Finance.
At least 5 years of experience with venture-backed, emerging growth companies.
Strategic ability to connect financial data to business decisions and explain the resulting story clearly to founders, boards, and investors.
Growth mindset, curiosity, coachability, and motivation to learn new industries, business models, and tools.
Grit, ownership, follow-through, and ability to stay steady in ambiguity and deliver for clients.
Habit of anticipating client needs and bringing forward ideas proactively.
Ability to manage multiple client relationships in a fast-paced, deadline-driven environment.
Excellent executive communication and interpersonal skills, including board and investor presentations and explaining complex finance to varied audiences.
Commercial instinct and comfort leading discussions about scope, pricing, and new opportunities.
Ownership mindset regarding firm quality, expansion, and profitability.
High integrity, sound business judgment, and confidence delivering difficult news constructively.
Working knowledge of AI and automation tools applicable to finance and operations, with enthusiasm for responsible use.
Entrepreneurial spirit and passion for startups and emerging growth companies.
Proven experience leading equity and/or debt financings and supporting board and investor relations.
Strong technical accounting foundation, including GAAP reporting and ASC 606 revenue recognition, sufficient to review and approve deliverables.
Track record of growing client relationships and/or sourcing new business.
Advanced financial modeling skills in Excel and/or Google Sheets.
Demonstrated experience designing finance operating systems encompassing data, workflows, AI agents, and controls, and personally using AI-native tools to build and improve processes.
Ability to apply clear frameworks for deciding what to automate, build, or buy and assessing return on investment.
Proven ability to build, train, and resource a small, high-leverage team where AI fluency is a baseline skill, and to move finance toward continuous forecasting and a faster close while retaining an audit trail to source data.
Ability to work remotely while attending in-person client meetings, networking, and firm events as needed.

Nice To Haves

MBA and/or CPA.
Experience in a fractional CFO, professional services, or multi-client advisory environment.
Location in New York City or the San Francisco Bay Area; proximity to clients and the venture ecosystem in these markets is a plus.
Experience with modern finance systems such as NetSuite, QuickBooks Online, Ramp, Bill.com, and FP&A platforms.

Responsibilities

Serve as a fractional CFO and strategic advisor to CEOs, founders, executive teams, boards, and investors across a portfolio of client companies.
Lead financial planning, forecasting, budgeting, three-statement modeling, scenario analysis, and runway planning.
Oversee financial statements, management reporting, KPI dashboards, and board materials in compliance with GAAP.
Evaluate and implement core finance systems across ERP, billing and revenue, spending, and financial planning; build clients' finance operating systems.
Manage cash flow, treasury, and capital deployment.
Guide equity and debt financings, including SAFEs, convertible notes, priced venture rounds, and venture debt; prepare data rooms and support investor due diligence.
Advise on M&A, strategic transactions, exit readiness, due diligence, and integration planning.
Identify opportunities involving pricing, unit economics, ASC 606 revenue recognition, contract structure, non-dilutive funding, entity and tax strategy, and operational efficiency.
Oversee audits, reviews, and tax compliance, and maintain relationships with external auditors, tax advisors, bankers, and legal counsel.
Identify and manage financial and business risks and maintain appropriately staged internal controls.
Act as the primary senior client contact; lead periodic business reviews, set engagement expectations, address delivery issues, respond to client feedback, and maintain regular check-ins.
Monitor team hours and costs against estimates and budgets, review and approve invoices, assess engagement profitability and realization, and discuss scope or fee adjustments with clients when needed.
Review and sign off on client deliverables, spot-check quality, and work through details alongside the team as necessary.
Lead and coach Attivo accounting and finance professionals, define role expectations, provide feedback, contribute to performance reviews, and support team development and workload prioritization.
Expand existing client relationships through added services, scope adjustments, and fee increases; introduce clients to additional capabilities.
Source new clients through networks of founders, venture capital firms, lenders, accelerators, and professional advisors; represent Attivo through thought leadership, events, and community involvement.
Partner with Attivo leadership on service offerings, pricing, and firm-wide growth initiatives.
Help clients adopt AI and automation tools, including AI-assisted forecasting, automated reporting, intelligent document processing, and workflow automation, while protecting human judgment, controls, and data integrity.
Recommend and coordinate systems implementations for AP, billing, AR and revenue, cash and treasury, and FP&A; share effective practices with Attivo colleagues.
Build, train, and resource small, high-leverage teams with AI fluency and move finance toward real-time operations while maintaining auditable trails to source data.

Benefits

Health insurance, with 100% coverage for employees on the base plan and 70% coverage for additional family members.
Dental insurance, with 100% coverage for employees on the base plan and 70% coverage for additional family members.
Vision insurance, with 100% coverage for employees on the base plan and 70% coverage for additional family members.
Flexible Spending Accounts.
401(k) participation.
Three weeks of paid time off.
Voluntary life insurance and disability plans.
Work-from-home allowance.
Flexible schedules or reduced hours may be considered for primary caregivers and others requiring them; benefits may be prorated for part-time hires.
Mentoring, training, learning, and professional development opportunities.
Flexible work culture supporting career and personal life.