
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.
🔥 1 minute ago
🇺🇸 United States – Remote
⏰ Full Time
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
👻 Ghost score 16%
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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.
• Build and maintain demand planning financial models and operating models, including 13-week cash flow and balance sheet • Oversee and manage the creation and development of budgets • Review and evaluate client KPIs and build dashboards • Perform variance and trend analysis for departmental expenses and strategic projects • Ensure data accuracy in financial models and alignment and reconciliation between managerial analysis and accounting books • Research, analyze, and compile data for business plans and cases addressing corporate initiatives • Prepare due diligence documentation, including lender credit packages and startup pitch decks • Work closely with the internal CFO and Controller to support client needs • Support ad-hoc reporting, projects, and strategic initiatives • Manage work across 8–10 clients simultaneously while reporting to a Finance Director
• 8+ years of experience in financial planning and analysis • 5+ years of financial modeling and cash forecasting experience • BBA in Finance and/or Accounting • Multi-client experience and ability to manage multiple clients at once • Excellent analytical and communication skills • Ability to synthesize meaningful themes from quantitative and qualitative data and discuss findings with senior management • Firm grasp of accounting principles and GAAP • Proactive, solutions-oriented, and client-centric attitude • Experience using QBO and Xero • Advanced proficiency in Excel, Google Sheets, and PowerPoint • Experience in e-commerce, retail distribution, and CPG verticals • Availability during standard business hours in Central Time and/or Eastern Time Zones
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