Finance & Strategy (Manager - Principal)

Finance & Strategy (Manager - Principal)

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Why This Role is Different :

We're not your typical early‑stage startup. We’re a leading CFO Services consultancy trusted by the best, and now scaling our impact through AI‑powered software that sells at near six‑figure annual contract values. We’re a profitable, bootstrapped company doing 7+ figures in revenue, all powered through organic references. We already power the operations of many Silicon Valley’s fastest‑growing companies backed by Sequoia, A16z, Bessemer and leaders like Sam Altman. Our frameworks help portfolio companies transform into category‑defining leaders. Like Palantir’s journey from services to platform, we encode our battle‑tested operational expertise into a financial operating system that scales. This powerful combination of services and software creates extraordinary operational leverage—we’re building toward $1 M in revenue per employee. Moreover, we operate a corporate venture capital fund where our team can co‑invest and receive carry alongside top‑tier VCs such as Sequoia, Benchmark and Forerunner in oversubscribed rounds.

Company Overview :

At CFO Advisors, we are on an audacious mission : to halve startup failure rates and double the pace of innovation by redefining how great companies operate. We’ve perfected operational frameworks that power 50+ of the fastest‑growing companies backed by Sequoia, A16z, Bessemer and leaders like Sam Altman. We encode that knowledge into AI‑powered software that rewires entire organizations to act on insights, instilling transparency, alignment, accountability, autonomy and velocity throughout every level. Our AI product suite transforms battle‑tested patterns into technology that drives action : a single source of truth across all systems, automated variance routing with owner accountability, and intelligent workflows that bridge the gap between insights and actions.

The Opportunity :

As Finance & Strategy at CFO Advisors, you’ll shape how the world’s most innovative companies operate at scale. You’ll work directly with founders and investors to turn proven operational strategies into practical software tools that portfolio companies actually use. The role combines strategic thinking with hands‑on implementation—you’ll dig into real company data, identify what works, and build systems that help finance teams execute without constant oversight. Your goal : take complex financial playbooks and break them down into clear, repeatable processes that functional leaders can run on their own. This position directly impacts how fast CFO Advisors can grow by making our expertise scalable across more companies.

What You’ll Do :

Own the Finance Stack : Take full ownership of finance system deployments from strategy to execution. Master everything from high‑level frameworks to tactical workflows, learning what drives results.

Strategic Partner to Exceptional Founders : Work directly with leading founders to implement operating systems that transform how their companies execute, turning strategic vision into measurable outcomes.

Process Architecture : Convert our proven playbooks into step‑by‑step workflows that functional leaders can execute independently, prioritizing implementations that drive immediate operational velocity.

AI‑Powered Finance Transformation : Deploy intelligent systems that encode the operational patterns of 50+ high‑growth companies. Transform manual finance workflows into AI‑driven solutions that scale.

What We’re Looking For :

2‑4 years of experience in both technical finance roles (investment banking, private equity, or management consulting) and operating roles at high‑growth, venture‑backed startups.

Proven ability to act as a shock absorber in high‑pressure situations.

Demonstrated exceptional work velocity and stamina. Thrive in fast‑paced environments where delivering quality at speed is the standard.

Compensation & Work Arrangement :

Work Arrangement

Hybrid in our offices in San Francisco or Austin

Compensation + Perks

Competitive Salary

Additional Variable Compensation

Generous Equity

Participation + Carry in our Corporate Venture Capital Fund

$5,000 per year Learning Stipend

Ongoing mentorship from our portfolio company CEOs and our VC Investment Partners

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Business Development and Sales

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