Strategic Finance Lead (Fractional CFO Services + AI)

Job Description

About QuantFi \n

QuantFi is the AI-enabled finance and accounting department for investor-backed growth-stage companies, from roughly $3M in revenue up to lower middle market businesses with $250M+ in revenue. We run our clients' finance functions as a managed service: month-end close, board and investor reporting, cash and KPI visibility, and CFO-level advisory. We also work at the frontier of AI in finance and accounting, from bespoke automations to Finance OS, a platform we're building for agentic finance execution. We're led by two managing partners with backgrounds in strategic finance, investment banking, and buy-side investing. We're headquartered in Texas and operate remote-first with boundaries.

The Role \n

You'll be a full-time QuantFi employee serving as the fractional strategic finance lead for a portfolio of our clients. You'll own the day-to-day relationship with founders, CEOs, and client finance leaders, and run the engagement teams behind them. You'll also be the finance lead on AI implementation work inside Finance OS. The managing partners hold the board and investor relationships, so you get senior air cover on the hardest conversations and a clear path to owning more of that surface as you grow. You report directly to the managing partners.

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This is not an FP&A role inside one division of a larger company. It is client-facing, multi-engagement work where you run the finance function for each client.

What You'll Do \n

Client and engagement leadership

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• Lead 4 to 6 concurrent client engagements: forecasting and budgets, 13-week cash, board and investor reporting, fundraise and M&A support.
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• Build and maintain 3-statement models and financial tooling quickly, and keep working capital and cash at the center of the conversation.
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• Own close quality and delivery timelines, directing our specialist delivery team.
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• Be a trusted voice for founders, CEOs, and client finance leaders, from weekly cash calls to hard decisions on spend and priorities.
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• Help scope, price, and expand engagements alongside the managing partners.
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Go-to-market and business development

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• Contribute to QuantFi's go-to-market initiatives: support and, as you grow, lead business development, client pitches, proposals, and referral-partner relationships (PE firms, VCs, lawyers, bankers).
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• Turn strong client delivery into expansion: spot new scopes of work, including AI implementation, and help bring them to close.
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AI implementation leadership

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• Act as the finance domain lead for builds in Finance OS, working with leadership and engineering.
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• Turn real finance processes into agent-executable workflows with clear controls, checkpoints, and review gates.
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• Pressure-test agent output against how a strong controller or CFO would do the work, and decide what is safe to automate next.
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• Prototype your own automations and internal tools when building it yourself is the fastest path.
  
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What We're Looking For \n

Background (any of these paths)

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• 6 to 9 years in investment banking, private equity, or transformation / advisory consulting (Big 4 or similar) , ideally including work with portfolio companies or running client engagements.
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• Or 6 to 9 years in fractional CFO or growth-stage finance leadership seats serving multiple investor-backed clients.
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• Public accounting or FP&A can count when paired with real client-facing or multi-company exposure. FP&A within a single division of a large company is not the profile we're looking for.
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Must-haves

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• Engagement management: you've run multiple clients or workstreams at the same time and kept delivery on track without partner involvement.
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• Real C-suite mileage with investor-backed growth-stage and lower middle market companies ($3M to $250M+ in revenue): you've advised founders, CEOs, sponsors, and finance chiefs directly, handled hard conversations about cash, and been accountable for numbers that executives acted on.
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• Interest in and aptitude for business development: you're comfortable in sales conversations, scoping, and building relationships that bring in new clients.
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• Strong command of working capital and cash, and the ability to build a 3-statement model from scratch.
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• You use AI in your daily work to streamline finance workflows , and you can describe specifically what you built or changed and what it saved.
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• Comfort with core finance systems (QuickBooks Online, NetSuite) and the stack around them: billing, payroll, expense, banking.
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Strong plus

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• Experience in CPG (DTC and wholesale) or software/SaaS . Generalists are welcome if they understand working capital and unit economics. Manufacturing, fintech, and asset-based businesses are also in our client mix.
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• Working with PE portfolio companies, from either the sponsor or the operating side.
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• Working fluency in Python or TypeScript, SQL, and APIs. Hands-on experience with agent frameworks and LLM tooling (Claude, MCP servers, etc.).
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• A GitHub repo or portfolio of tools you've built.
  
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You'll Thrive Here If \n

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• A clean board deck and a clean pull request give you the same satisfaction.
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• You've automated parts of your own job before anyone asked you to.
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• You're comfortable telling a CEO something they don't want to hear.
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• You want to help build the operating system for how finance departments run.
  
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Compensation and Logistics \n

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• Full-time, remote-first, W-2 with benefits and PTO, reporting to the managing partners.
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• $140,000 to $165,000 base, depending on experience.
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• Performance bonus tied to client retention, engagement growth, and shipped work in Finance OS.
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• Upside scales with the business: additional upside is determined by the number of engagements you cover and your ability to lead or support business development and go-to-market.
  
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How to Apply \n

Email View email address on ziprecruiter.com with:

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• Your resume and LinkedIn profile.
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• Evidence of your AI and tooling work: a link to your GitHub or portfolio, or a short written walkthrough if the work was proprietary.
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• A short note on one finance workflow you automated or streamlined: the problem, what you built or changed, and what it saved.
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We look at your AI work first. Applications without it won't advance.