
11 - 50 employees
Founded 2023
💼 Consulting
🤝 B2B
💸 Finance
Consulting • B2B • Finance
Velo CFO is a fractional CFO and accounting services firm focused on high-growth, venture-backed startups. It provides end-to-end monthly accounting (GAAP-compliant book closes), financial operations (payables, receivables, payroll), and fractional CFO advisory including fundraise preparation, financial data room creation, and bottom-up GTM and capital-allocation models. Velo emphasizes hands-on, strategic finance leadership to build financial infrastructure and operations that enable scale; its clients have raised over $6B and it serves startups including fintech and crypto companies from offices in New York, Austin, and San Francisco.
🕒 July 28
🇺🇸 United States – Remote
⏰ Full Time
🟠 Senior
🔴 Lead
💸 Financial Planning and Analysis (FP&A)
👻 Ghost score 36%
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11 - 50 employees
Founded 2023
💼 Consulting
🤝 B2B
💸 Finance
Consulting • B2B • Finance
Velo CFO is a fractional CFO and accounting services firm focused on high-growth, venture-backed startups. It provides end-to-end monthly accounting (GAAP-compliant book closes), financial operations (payables, receivables, payroll), and fractional CFO advisory including fundraise preparation, financial data room creation, and bottom-up GTM and capital-allocation models. Velo emphasizes hands-on, strategic finance leadership to build financial infrastructure and operations that enable scale; its clients have raised over $6B and it serves startups including fintech and crypto companies from offices in New York, Austin, and San Francisco.
• Develop drivers-based financial models providing management teams with business visibility • Use models for annual planning, re-forecasting, scenario analysis, cash management, and investor storytelling • Establish a repeatable, timely model-update process tied to accounting’s month-end close • Own monthly budget-versus-actuals reporting, variance analysis, and actionable recommendations • Partner with the Accounting team to align P&L structure with management reporting preferences • Deliver analyses supporting M&A, fundraising, pricing, unit economics, sales capacity planning, and cohort retention analysis • Advise high-growth technology founders and management teams across a portfolio of innovative companies
• 7-10+ years of experience in finance, with a proven track record advising clients and partnering with management teams • Experience in investment banking or a similar advisory environment, combined with operating experience in Strategic Finance, FP&A, or Business Operations at high-growth technology companies • Self-starter with a strong ownership mentality, able to take ambiguous problems, structure them, and drive them through to completion with minimal oversight • Ability to work across detailed analysis and executive-level synthesis, translating complex financial workstreams into decision-ready insights • Prior exposure to board-level communication is a strong plus • Advanced Excel and financial modeling expertise, including building scalable, driver-based operating models and translating business drivers into financial outputs • Comfortable leveraging AI tools such as Claude and ChatGPT • Strong understanding of US GAAP and technology-business metrics including ARR, MRR, revenue retention, churn, CAC, LTV, and gross margin • Basic familiarity with modern accounting and finance tooling, including QuickBooks, NetSuite, Rillet, Campfire, Ramp, Stripe, Tabs, and financial planning tools
Apply Now🕒 July 28
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