Job summary
Job post source
This job is directly from CFO Advisors
Job overview
The Finance & Strategy Manager - Principal at CFO Advisors plays a critical role in scaling innovative companies by transforming financial playbooks into scalable software tools and operational systems.
Responsibilities and impact
The role involves owning finance system deployments, partnering with founders to implement operating systems, converting playbooks into workflows, and deploying AI-driven finance solutions to enhance operational velocity.
Compensation and benefits
The position offers a competitive salary, variable compensation, generous equity, participation and carry in a corporate venture capital fund, a $5,000 annual learning stipend, and mentorship from CEOs and VC partners.
Experience and skills
Candidates should have 2-4 years of experience in technical finance roles and operating roles at high-growth startups, with the ability to perform under pressure and deliver quality work quickly.
Career development
The job provides mentorship from portfolio company CEOs and VC investment partners, plus opportunities to co-invest in venture rounds, supporting professional growth.
Work environment and culture
The company values high work velocity, stamina, and a fast-paced environment focused on quality and speed, with a hybrid work model in San Francisco or Austin offices.
Company information
CFO Advisors is a profitable, bootstrapped CFO services consultancy serving Silicon Valley's fastest-growing companies, combining services with AI-powered software to scale operational expertise.
Job location and travel
The role is hybrid based in San Francisco or Austin, requiring some in-office presence.
Unique job features
Unique aspects include access to operational data from high-growth companies, exposure to top-tier VCs and founders, and involvement in a corporate venture capital fund.
Company overview
CFO Advisors is a financial consulting firm specializing in providing strategic financial management and advisory services to businesses across various industries. The company generates revenue by offering services such as financial planning, budgeting, forecasting, risk management, and CFO outsourcing solutions tailored to meet client needs. Established with a focus on delivering expert financial insights, CFO Advisors has built a reputation for helping organizations optimize their financial operations and achieve sustainable growth. Their expertise lies in bridging the gap between financial strategy and operational execution, making them a trusted partner for businesses seeking to enhance financial performance.
How to land this job
Tailor your resume to highlight your experience in technical finance roles such as investment banking, private equity, or management consulting, along with operating roles at high-growth, venture-backed startups, emphasizing your ability to manage finance systems end-to-end and deploy AI-powered finance solutions.
Focus on showcasing your strategic partnership skills with founders and your capacity to translate complex financial playbooks into clear, repeatable operational workflows that drive measurable business outcomes.
Apply through multiple platforms including CFO Advisors' official corporate website and LinkedIn to maximize your application's visibility and ensure you don't miss any openings or updates.
Connect with current employees or leadership in the Finance & Strategy division at CFO Advisors on LinkedIn to gain insider insights and express genuine interest; ice breakers could include mentioning admiration for their work with portfolio companies or curiosity about their approach to AI-driven finance transformations.
Optimize your resume for ATS by incorporating keywords from the job description such as 'finance system deployments,' 'AI-powered finance transformation,' 'operational frameworks,' 'strategic partner,' and 'high-growth startups' to pass initial screenings effectively.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple relevant application channels, and discover LinkedIn contacts to network with, freeing you to focus on preparing for interviews and refining your strategic approach.
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