Finance & Strategy (Manager - Principal)

Why This Role is Different:

We're not your typical early-stage startup. As a profitable, bootstrapped company doing 7+ figures in revenue, all powered through organic references, we already power the operations of many of Silicon Valley's fastest-growing companies. Our customers are backed by Sequoia, A16z, Bessemer, and leaders like Sam Altman. Our frameworks and processes help these portfolio companies transform into category-defining leaders.

We're a leading CFO Services consultancy that's trusted by the best, AND we're now scaling our impact through AI-powered software that's already selling at near six-figure annual contract values. Like Palantir's journey from services to platform, we're encoding 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 $1M in revenue per employee.

As an added unique benefit, we operate a corporate venture capital fund where our team can co-invest + gets carry alongside top-tier VCs like Sequoia, Benchmark, and Forerunner in oversubscribed rounds.

But what makes this engineering role truly special is the unprecedented access to real operational data from many high-growth companies, direct exposure to Tier 1 VCs and elite founders, and a front-row seat to understanding what truly makes startups scale.

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.

CFO Advisors has spent years perfecting the operational frameworks that power 50+ of the fastest-growing companies backed by Sequoia, A16z, Bessemer, and leaders like Sam Altman. We've learned exactly what separates companies that scale from those that stall—and now we're encoding that knowledge into AI-powered software.

We don't just generate insights—we rewire entire organizations to act on them. Our proven frameworks instill transparency, alignment, accountability, autonomy, and velocity throughout every level of a company. Our AI product suite transforms these battle-tested patterns into technology that drives action: one source of truth across all systems, automated variance routing with owner accountability, and intelligent workflows that bridge the gap between insights to actions.

We're building the software layer that bridges the gap between knowing what to do and actually getting it done—because in a post AI native world where intelligence is a commodity, accountability & execution will become the only lasting competitive advantage for companies.

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. You'll 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

· Demonstrate 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