Fractional CFO

Role Description

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

Qualifications

• 7-10+ years of experience in finance, with a proven track record advising clients and partnering with management teams.
• 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.
• 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.
• Advanced Excel and financial modeling expertise, including building scalable, driver-based operating models.
• Strong understanding of US GAAP and key performance metrics in technology businesses, including ARR, MRR, revenue retention, churn, CAC, LTV, and gross margin.
• Basic familiarity with modern accounting and finance tooling across the stack.

Requirements

• Own development of a drivers-based financial model to provide management teams with visibility into their business.
• Institutionalize a repeatable, timely model update process tied to accounting’s month-end close.
• Own monthly budget vs. actuals (BvA) reporting, with emphasis on variance analysis and actionable recommendations.
• Work closely with VeloCFO's Accounting team to align P&L structure to management’s reporting preferences.
• Deliver high-impact analyses to support management decisions across M&A, fundraising, pricing, unit economics, sales capacity planning, and cohort retention analysis.