Client CFO – DTC, CPG

FinanceWithin

Fractional CFO advising U.S. e-commerce and CPG brands on FP&A, forecasting, and capital strategy.

Posted 8/7/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and analysis (FP&A), financial modeling, and strategic financial management for e-commerce, retail, and consumer packaged goods (CPG) sectors. Proficient in building dynamic financial models, managing client relationships, and utilizing AI and automation tools to enhance operational efficiency.

Highest-signal resume keywords

Financial Planning And Analysis (FP&A)Financial ModelingBudgetingConsumer Business ModelsClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingBudgetingOperational ForecastingKPI Dashboard CreationData SynthesisReconciliationM&A AdvisoryCapital AllocationScenario PlanningDemand Planning

Soft Skills

CommunicationStrategic PartnershipConfidenceAdaptabilityCollaboration

Tools & Technologies

QuickBooks Online (QBO)NetSuiteZapierNotionAirtableAI Tools (ChatGPT, Claude, Gemini)

Industry Keywords

E-CommerceRetailConsumer Packaged Goods (CPG)Direct-To-Consumer (DTC)OmnichannelWholesaleBoard ReportingInvestor CommunicationsFinancial IntegrityHigh-Performance Teams

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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