[Remote] Fractional CFO (Strategic Finance Specialist)
Note: The job is a remote job and is open to candidates in USA. QuantFi is a company focused on providing strategic financial expertise, and they are seeking a Fractional CFO (Strategic Finance Specialist) to lead client engagements. The role involves managing financial planning, forecasting, and strategic decision-making while fostering strong client relationships and overseeing teams.
Responsibilities
- Lead long-range planning, financial modeling, forecasting, and scenario strategy
- Own client engagements from top to bottom, including managing retainer hours, proactively communicating scope, and escalating issues when needed
- Maintain and drive a clear client roadmap (30/60/90 days) to ensure all strategic needs are met within the fractional engagement model
- Deliver industry-specific executive-level insights that shape pricing, investments, product strategy, capital needs, and operational decision-making
- Develop dashboards, KPIs, and reporting for clients that empower smarter decisions
- Support capital strategy, fundraising preparation, investor materials, and financial narratives
- Serve as the primary relationship manager: prioritize initiatives, manage expectations, and ensure timely, transparent communication with all stakeholders
- Oversee and leverage QuantFi’s overseas modeling resources, providing direction, reviewing work, and ensuring deliverables meet client expectations
- Collaborate closely with Controller and bookkeeping teams to ensure operational finance supports broader strategic goals
- Provide clear, structured guidance on tasks, priorities, and deadlines; step in directly when necessary to keep the engagement on track
- Foster trust with clients through strong communication, accountability, and consistent delivery
Skills
- Exceptional project management skills
- Proactive communication
- Ability to guide both clients and internal teams through complexity
- Lead long-range planning, financial modeling, forecasting, and scenario strategy
- Own client engagements from top to bottom, including managing retainer hours, proactively communicating scope, and escalating issues when needed
- Maintain and drive a clear client roadmap (30/60/90 days) to ensure all strategic needs are met within the fractional engagement model
- Deliver industry-specific executive-level insights that shape pricing, investments, product strategy, capital needs, and operational decision-making
- Develop dashboards, KPIs, and reporting for clients that empower smarter decisions
- Support capital strategy, fundraising preparation, investor materials, and financial narratives
- Serve as the primary relationship manager: prioritize initiatives, manage expectations, and ensure timely, transparent communication with all stakeholders
- Oversee and leverage QuantFi's overseas modeling resources, providing direction, reviewing work, and ensuring deliverables meet client expectations
- Collaborate closely with Controller and bookkeeping teams to ensure operational finance supports broader strategic goals
- Provide clear, structured guidance on tasks, priorities, and deadlines; step in directly when necessary to keep the engagement on track
- Foster trust with clients through strong communication, accountability, and consistent delivery
- A strategic operator who is equally strong at high-level thinking and hands-on execution
- An exceptional communicator who can translate financial concepts for non-finance stakeholders with clarity and confidence
- A disciplined project manager who can juggle multiple engagements, set priorities, and keep clients informed proactively
- Someone experienced in ambiguous environments and knows when to escalate issues to clients or QuantFi founders
- A leader with experience managing finance teams, models, controllers, or offshore resources
- A relationship-driven professional who builds strong client partnerships and always stays ahead of needs
- Prior experience as a CFO, VP of Finance, or senior strategic finance lead required
- Expertise in a particular industry (SaaS, CPG, etc.)
- Past experience managing direct reports
- Startup or lower-middle-market experience strongly preferred
Company Overview
- At QuantFi, we empower investor-backed businesses to make smarter, ROI-driven decisions through innovative financial advisory. It was founded in 2023, and is headquartered in Dallas, Texas, USA, with a workforce of 11-50 employees. Its website is https://www.sm-bee.com.
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