Shaper

Financial Planning and Analysis

• Oversee accounting and financial operations across Shaper and its portfolio companies, ensuring accuracy, consistency, and compliance.
• Lead monthly, quarterly, and annual closes for portfolio companies and Shaper.
• Where applicable, partner with external accounting firms to support audits, closes, and tax filings.
• Manage shared financial tools and systems — including QuickBooks, Ramp, Mercury, Carta, Brex, and Rippling — and drive process improvements.
• Support portfolio companies during launch and scale phases with setup and ongoing finance support (e.g., accounting, vendor management, bill pay, cash forecasting).
• Lead end-to-end payroll operations for Shaper and select portfolio companies, ensuring accuracy, timeliness, and compliance across jurisdictions.
• Coordinate payroll changes, bonuses, and adjustments with finance and HR stakeholders.
• Oversee integration and automation across payroll and financial systems to increase efficiency.
• Support equity programs for Shaper and its portfolio companies through Carta, including issuance, tracking, and compliance.
• Partner with legal and finance to maintain accurate records for SAFEs, stock options, and equity grants.
• Develop scalable processes and templates for new company launches and ongoing equity operations.
• Support reporting and communication to ensure founders and employees understand their equity positions.
• Collaborate with the CFO to ensure sustainable financial operations across all Shaper companies.
• Lead special projects to improve automation, financial visibility, and reporting.
• Support fundraising and investor reporting through diligence prep and documentation.
• Serve as a trusted advisor to portfolio company leadership on operational finance matters.

Finance Operations Manager

• Embed with Portfolio Companies: Serve as a fractional Head of Finance or strategic finance partner to 1–2 Shaper-backed companies at a time, supporting mission-critical needs during moments of growth, fundraising, or operational scale-up.
• Own Core Finance Functions: Stand up or refine financial systems, develop budgets, forecasts, and dashboards, and help establish key KPIs to support board-level reporting and decision-making.
• Support Fundraising: Partner with founders on modeling, storytelling, data room readiness, and investor Q&amp;A
• Build Scalable Infrastructure: Lay the groundwork for long-term success by establishing best practices in financial operations, cash management, vendor selection, and compliance.
• Strategic Projects: Lead one-off strategic finance initiatives, including pricing strategy, cap table modeling, M&amp;A diligence, cost optimization, or international expansion planning.
• Grow Into Permanent Roles: Over time, transition into a full-time CFO or Head of Finance position within a portfolio company that’s the right mutual fit.

Finance Operations Manager

CFO – in Residence