Client CFO – DTC, CPG

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FinanceWithin

WebsiteLinkedInAll Job Openings

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.

📋 Description

• Serve as fractional Client CFO for a portfolio of e-commerce, retail, and CPG clients and brands • Own FP&A efforts, including budgeting, cash runway, forecasting, and board reporting • Act as a strategic partner to founders, CEOs, and investors, turning data into business decisions • Manage banking, credit, investor, and board relationships • Build and maintain dynamic 1/3/5-year financial models • Drive rolling forecasts, margin analysis, scenario planning, and demand planning • Build KPI dashboards and reporting systems for executive teams • Review reconciliation data with the internal accounting team and ensure reporting integrity • Advise on fundraising, M&A, debt strategy, and capital allocation • Support and own credit packs and act as deal-time CFO when needed • Support board-material preparation and investor communications • Provide decision frameworks for growth, burn, and tradeoffs • Templatize, automate, and scale recurring work • Use AI and automation tools to improve delivery speed and quality • Document SOPs and drive internal improvements to the client delivery engine

🎯 Requirements

• Strong experience in finance leadership roles • Previous experience in a multi-client role is required • Deep understanding of consumer business models, including DTC, retail, omnichannel, and wholesale • Strong FP&A and financial modeling skills • Experience with budgeting, multi-year three-statement modeling, and operational forecasting • Experience with accounting systems including QBO and NetSuite • Ability to synthesize complex data into clear insights and communicate with confidence • Experience working with executive teams and board-level stakeholders • Comfortable managing multiple client relationships in a fast-paced environment • Experience thriving in a lean, high-performance, distributed team • Experience using AI tools such as ChatGPT, Claude, or Gemini is a bonus • Experience using automation tools such as Zapier, Notion, or Airtable is a bonus • Must be located in the United States • Must be legally authorized to work in the United States without sponsorship

🏖️ Benefits

• High-impact, high-autonomy role advising category-defining brands • Small, elite team where your work drives real outcomes • Remote-first culture with deep collaboration and zero bureaucracy • A fast-growing firm that rewards performance, not pedigree • High comp upside based on book of business performance