Finvisor is a startup-focused, full-service firm that performs accounting, AP/AR, compliance, payroll, forecasting, CFO, and controller services. Our team supports the fastest growing and most exciting startups in the U.S. and around the world. We manage our clients’ financial operations so they can focus on growing their product and business.
Location: Remote | Department: FP&A
Reports to: CEO
Salary: $145-$160k Base, depending on experience + 10-20% OTE bonus

QUALIFICATIONS:

8+ years of experience in FP&A, corporate finance, consulting, or a similar client-facing role.

• Bachelor’s degree in finance, accounting, or a related field (MBA or Master’s a plus).

• • Proven experience supporting VC-backed startups in Finance or FP&A capacity.
• Deep expertise in financial modeling, forecasting, and business performance analysis.Exceptional communication and presentation skills; comfortable engaging with founders and Boards.
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• Demonstrated ability to manage multiple clients and deliver high-quality results under tight deadlines.Strong working knowledge of Excel/Google Sheets; experience with systems like NetSuite, Salesforce, and planning tools is a plus.

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• High EQ and professionalism in client communication; able to build trust quickly and influence strategic decisions.

ABOUT THE ROLE:

We’re seeking a dynamic and experienced Director of Finance to serve as a client-facing fractional advisor for a portfolio of high-growth, venture-backed startups. This role is 100% externally focused—you will work directly with founders, executive teams, and boards to drive financial planning, strategy, and reporting.
As a strategic advisor, you will guide clients through complex financial decisions, lead forecasting efforts, and support investor communications. This role is perfect for a high-performing finance leader who thrives in a fast-paced, client-centric environment.

KEY RESPONSIBILITIES:

• Serve as the primary financial advisor to a portfolio of startup clients.
• Own financial planning, budgeting, forecasting, and performance analysis across revenue, expenses, and cash flow for each client.
• Lead the creation and delivery of Board-ready reporting packages, investor updates, and strategic analysis.
• Build and maintain driver-based financial models tailored to SaaS, fintech, and other startup verticals.Collaborate directly with client founders and executives to align financial strategy with business goals.
• Support fundraising efforts by preparing financial projections and materials for investors.
• Identify and monitor key business drivers that impact client financial outcomes.
• Provide insights into customer acquisition, operational efficiency, and cash runway management.
• Present strategic recommendations to client stakeholders and Boards in a compelling, data-driven way.
• Serve as a liaison between clients and Finvisor’s internal teams to ensure cohesive execution.

8+ years of experience in FP&A, corporate finance, consulting, or a similar client-facing role.

• Bachelor’s degree in finance, accounting, or a related field (MBA or Master’s a plus)