Fractional CFO

Zeni

1d•Remote

About The Position

Zeni is seeking a seasoned finance leader to join their team as a Fractional CFO. This internal role involves serving as the dedicated financial strategist for a curated portfolio of clients, primarily high-growth startups and established LLCs. The position requires embedding within client businesses to drive financial strategy, navigate fundraising, and optimize profitability. It is suited for individuals with prior operating CFO experience who desire the stability and variety of a portfolio model.

Requirements

Must have sat in the CFO or VP of Finance seat at an operating company.
10+ years of progressive financial experience.
Bachelor’s degree in Finance, Accounting, or Economics is required.
Demonstrated success in securing debt or equity financing.
Familiarity with modern financial stacks (QuickBooks Online, NetSuite, Xero, etc.) is expected.

Nice To Haves

Experience in the startup ecosystem (Pre-seed to Series C) is highly preferred.
MBA, CPA, or CFA is a plus, but not required.
Experience at a startup or in a fractional CFO role.
Familiarity with financial systems like QuickBooks, NetSuite, Mosaic, or Cube.
MBA, CPA, or CFA is a plus but not required.

Responsibilities

Serve as the primary financial executive for a portfolio of clients (startups and SMBs), acting as a trusted partner to their CEOs and Founders.
Manage the full financial lifecycle for clients, from day-to-day cash flow management to high-level board presentations.
Maintain deep relationships with client leadership, ensuring retention and satisfaction by delivering actionable insights, not just reports.
Build and maintain robust financial models to support growth plans, pricing strategies, and scenario analysis.
Lead budgeting and forecasting processes, identifying risks and opportunities before they become critical.
Define and track key performance indicators (KPIs) tailored to specific industries (e.g., burn rate, LTV:CAC, EBITDA margins).
Lead clients through capital raising efforts, including seed to Series A-C equity rounds and debt financing.
Manage the due diligence process and assist with term sheet negotiations.
Analyze capital structure and advise on the best mix of debt vs. equity for growth.
Optimize financial processes and internal controls for complex entities.
Oversee the quality of monthly/quarterly financial reporting, ensuring compliance with GAAP and tax regulations.
Diagnose operational inefficiencies and implement systems to improve bottom-line profitability.