Optiml

Fractional CFO – Head of Finance

Optiml

full-time

Posted on:

Location Type: Remote

Location: United States

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Job Level

Lead

About the role

  • Build and operate Optiml’s financial operating system: forecasting, reporting, and liquidity visibility.
  • Deliver investor-grade financial reporting and board readiness while supporting fundraising and strategic decisions.
  • Ensure clean integration between finance, commercial data (with existing GTM Ops role), and multi-entity operations across Switzerland, Germany, the UK, and beyond.
  • Own Optiml’s financial planning and forecasting processes, including budgeting, scenario planning, and long-range financial models.
  • Translate commercial strategy, hiring plans, and operational investments into structured financial projections.
  • Develop financial models supporting fundraising planning, pricing decisions, and expansion strategies.
  • Support leadership in strategic decisions with clear financial analysis and scenario modeling.
  • Design and maintain a structured financial reporting framework that provides leadership with clear visibility into company performance.
  • Prepare monthly or quarterly financial statements with key accruals and adjustments.
  • Develop standardized reporting templates for internal leadership, board updates, and investor communication.
  • Ensure financial reporting remains consistent, audit-ready, and scalable.
  • Oversee external accounting providers and ensure accurate and timely bookkeeping, filings, and compliance.
  • Ensure structured financial coordination across Optiml AG (Switzerland) and subsidiaries in Germany and the UK.
  • Maintain clear consolidation processes across entities, ensuring consistent reporting standards and financial transparency.
  • Review financial statements and ensure compliance with applicable accounting and tax requirements.
  • Implement pragmatic financial controls and approval processes appropriate for a venture-backed startup.
  • Maintain clear visibility into cash runway, burn rate, and capital allocation.
  • Develop financing strategies to support business growth (e.g. grants, debt, etc.)
  • Develop structured cash forecasting models aligned with the company’s commercial pipeline and operating plans.
  • Support the leadership team with treasury strategy, banking relationships, and capital planning.
  • Help establish financial discipline around budget management and capital deployment.
  • Support preparation of board materials, investor updates, and financial reporting packages.
  • Contribute financial insights to fundraising discussions, including capital planning and financial projections.
  • Help prepare financial narratives for equity financing, venture debt, and other capital structures.
  • Ensure financial reporting is consistent with investor expectations and venture-backed company standards.
  • Work closely with GTM Operations to ensure financial and commercial data remain aligned.
  • Integrate CRM, invoicing, and accounting systems to improve forecast accuracy and reporting consistency.
  • Introduce pragmatic automation and structured reporting workflows that reduce manual finance work.
  • Design finance processes that prioritize data consistency, automation, and transparency.

Requirements

  • CPA or equivalent accounting qualification required.
  • 7–10+ years of experience in finance roles, including startup or scale-up environments.
  • Is comfortable operating as a player-coach, combining strategic thinking with hands-on execution.
  • Strong experience in financial modeling, forecasting, and financial reporting systems.
  • Experience overseeing outsourced accounting partners or hybrid finance structures.
  • Experience operating in venture-backed B2B SaaS companies.
  • Strong proficiency with Excel and financial reporting frameworks.
  • Experience working with multi-entity company structures and international subsidiaries.
  • Ability to operate in a hands-on fractional CFO capacity, combining strategic thinking with operational execution.
  • Strong communication skills and ability to interact with founders, leadership teams, and investors.
  • Adept with tools (Google & Microsoft Office suite, Notion, Slack, Xero, Hubspot, etc.), and structured information flows.
  • Capabilities in AI workflows.
  • Fluent in English; German a plus.
Benefits
  • Impact: Play a critical role in scaling a company transforming how real estate decarbonizes.
  • Ownership: Build and own the operational backbone of a fast-growing startup.
  • Growth: Work closely with an exceptional leadership team and gain exposure to all company functions.
  • Culture: Join a mission-driven, high-performance, and collaborative team.
  • Competitive salary, equity options, learning budget (CHF 1k), and additional insurance support.
  • 25 days paid vacation.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial modelingforecastingfinancial reportingbudgetingscenario planningfinancial analysisfinancial controlscash forecastingcapital planningcompliance
Soft Skills
strategic thinkinghands-on executioncommunicationleadershipcollaborationproblem-solvingfinancial disciplineadaptabilityinterpersonal skillsplayer-coach mentality
Certifications
CPAequivalent accounting qualification