Controller, Fractional CFO Services Manager

Job not on LinkedIn

October 23

Apply Now

Receive Emails with Similar Jobs

Lazo

WebsiteLinkedInAll Job Openings

SaaS • Fintech • B2B

Lazo is a technology company that provides end-to-end back-office and financial operations services for startups. It combines an AI-powered SaaS platform (Lazo One) with human experts to handle incorporation, US registration and EIN, bookkeeping, tax filings (including 1099s and Delaware franchise tax), CFO/controller services, data rooms, and fundraising support (CRM, investor discovery and fundraising documents). Lazo targets early-stage and scaling startups, helping them stay compliant, organize investor-ready documentation, forecast finances, and connect with investors.

11 - 50 employees

Founded 2021

☁️ SaaS

💳 Fintech

🤝 B2B

📋 Description

• Act as the bridge between the bookkeeping team and the client, bringing value beyond the numbers. • Identify opportunities to improve processes, reporting, and financial structure for our clients. • Work closely with the bookkeeping team to understand each client’s business and transform raw data into valuable insights. • Lead the early development of an internal Finance Advisory function to support our clients with forecasting, budgeting, cash flow analysis, and more. • Review and analyze monthly financial reports before delivery to clients. • Suggest improvements to enhance the quality and usefulness of the reports. • Participate in client meetings to explain and interpret financial statements. • Help clients understand the story behind their numbers and support strategic discussions. • Design and implement internal tools (cash flow models, dashboards, financial KPIs). • Set up frameworks and best practices for the new finance advisory offering. • Oversee financial operations and reporting for Lazo, including dashboards and board reporting. • Support finance-related company OKRs, including cash flow management and controller-level processes. • Serve as a liaison between operations, finance, and leadership teams. • Sell and lead CFO and FP&A services for Lazo’s clients. • Guide clients on budgeting, forecasting, runway, burn rate, and investor-readiness. • Assist in fundraising preparation and create data room-ready financial materials. • Own financial modeling and cash flow analysis with a strong advisory mindset. • Maintain high-touch service while leveraging AI and automation opportunities. • Help build out Lazo’s fractional CFO offering into a scalable, repeatable business unit. • Contribute to pricing, packaging, and go-to-market strategy. • Collaborate with leadership on the development of an external CFO bench. • Co-lead design of financial automation solutions (e.g., future CFO AI Agent).

🎯 Requirements

• Experience in both worlds ideally trained in a large corporate or Big 4 environment (e.g., roles like Financial Analyst, Audit Associate, or Corporate Controller) but currently working with startups or fast-paced businesses in roles such as Fractional CFO, Head of Finance, or Startup Controller. • Prior work at a fractional CFO boutique or multi-client finance firm is a strong plus. • Solid background in accounting, finance, FP&A, or controller roles. • Skilled in budgeting, forecasting, cash flow modeling, dashboards, and financial storytelling. • Confident leading client-facing conversations with founders and startup teams. • Proactive, adaptable, and excited to build from scratch in an early-stage environment. • Excellent communicator, fluent in English, with a service-oriented mindset. • Bonus: passion for automation and AI tools that can streamline finance workflows.

🏖️ Benefits

• #Flexible work culture - we focus on goal achievement! • 100% remote. • 3 weeks of vacation. • Week off between Christmas and New Year's Eve. • Health benefits. • Birthday day off. • Marriage leave, maternity/paternity/adoption leave. • Develop in a fast-paced and challenging environment. • Be part of a highly committed team with an excellent work environment. • Work for one of the most challenging ecosystems: the United States.