
11 - 50 employees
Founded 2022
💸 Finance
💼 Consulting
Finance • Consulting
FinanceWithin is a strategic CFO and accounting partner for founder-led companies. It provides a full Office of the CFO offering—interim CFO leadership, financial planning & analysis (FP&A), accounting and bookkeeping, cash flow and liquidity planning, performance advisory, capital raise and M&A support, and operations/ERP implementation. FinanceWithin focuses on building investor-grade businesses for consumer brands (DTC, retail, CPG), helping founders with forecasting, fundraising, financial modeling, audit-ready monthly closes, and special-situation turnarounds. The firm operates from offices in New York and Houston and positions itself as a hands-on financial and strategic advisor to founders and investors across the business lifecycle.
🔥 2 minutes ago
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11 - 50 employees
Founded 2022
💸 Finance
💼 Consulting
Finance • Consulting
FinanceWithin is a strategic CFO and accounting partner for founder-led companies. It provides a full Office of the CFO offering—interim CFO leadership, financial planning & analysis (FP&A), accounting and bookkeeping, cash flow and liquidity planning, performance advisory, capital raise and M&A support, and operations/ERP implementation. FinanceWithin focuses on building investor-grade businesses for consumer brands (DTC, retail, CPG), helping founders with forecasting, fundraising, financial modeling, audit-ready monthly closes, and special-situation turnarounds. The firm operates from offices in New York and Houston and positions itself as a hands-on financial and strategic advisor to founders and investors across the business lifecycle.
• Source new client relationships across consumer brands through warm introductions, targeted outbound, and relationship follow-up • Get qualified founders and CEOs into first conversations with the senior team • Research target brands and identify growth, capital, liquidity, sponsorship, or leadership signals • Develop and manage referral relationships with sponsors, lenders, private credit funds, investment banks, brokers, and adjacent service providers • Track partner-sourced pipeline and formalize new referral channels • Own the firm’s presence at industry events, conferences, and gatherings • Plan and run the event calendar, including selection, on-site presence, and follow-up • Represent FinanceWithin in the market and build durable brand presence • Support active deals with follow-ups, NDAs, information requests, and data room setup • Keep the pipeline clean, current, and accurate • Build templates, cadence, and systems that make origination repeatable • Use Claude and modern tools to research, prepare, and work faster while maintaining rigor
• 5–7 years in origination, business development, relationship management, or a client-facing finance-related role (required) • Background in asset-based lending, commercial lending, private credit, or fintech (required) • Active network of consumer brands and founders • Relationships that can be activated immediately • Ability to build and maintain relationships with founders, CEOs, and senior capital partners • Strong organization and follow-through • Familiarity with DTC, retail, omnichannel, and wholesale consumer business models (strongly preferred) • Self-directed and commercially minded • Comfortable working in a lean, high-performance, distributed team • Willingness to use Claude and modern tools • Located in the United States • Legally authorized to work in the United States without sponsorship
• Competitive base with meaningful upside tied to the pipeline and partnerships you build • Remote-first culture with deep collaboration and little bureaucracy • Direct partnership with the founder and senior team on live deals • A clear, high-impact mandate • Room to grow with the function as the firm scales
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