Fractional CFO

About Zeni Zeni’s all-in-one financial platform is born from the passion of our founders who have weathered the storm of financial chaos. Our mission is simple: to streamline financial operations so founders can get back to what they do best – growing their business. We consolidate everything from bookkeeping, banking, payroll, to bill payments and more onto one intuitive platform.  Powered by a state-of-art AI that grows smarter with every user and a team of human intelligence, we're redefining financial accuracy. About the Role We are looking for a battle-tested finance leader to join our team as a Fractional CFO. Unlike traditional consulting roles, this is an internal position where you will serve as the dedicated financial strategist for a curated portfolio of our clients (typically high-growth startups and established LLCs). You will not just be an "advisor"; you will embed yourself in our clients' businesses, acting as their de facto CFO. You will drive their financial strategy, navigate complex fundraising (debt and equity), and optimize their profitability. This role is ideal for a former operating CFO who loves the thrill of building companies but wants the stability and variety of a portfolio model. What You Will Do 1. Portfolio Financial Leadership Serve as the primary financial executive for a portfolio of clients (startups and SMBs), acting as a trusted partner to their CEOs and Founders. Manage the full financial lifecycle for clients, from day-to-day cash flow management to high-level board presentations. Maintain deep relationships with client leadership, ensuring retention and satisfaction by delivering actionable insights, not just reports. 2. Strategy, FP&A & Modeling Build and maintain robust financial models to support growth plans, pricing strategies, and scenario analysis. Lead budgeting and forecasting processes, identifying risks and opportunities before they become critical. Define and track key performance indicators (KPIs) tailored to specific industries (e.g., burn rate, LTV:CAC, EBITDA margins). 3. Fundraising & Capital Markets Lead clients through capital raising efforts, including seed to Series A-C equity rounds and debt financing. Manage the due diligence process and assist with term sheet negotiations. Analyze capital structure and advise on the best mix of debt vs. equity for growth. 4. Operational Excellence & Compliance Optimize financial processes and internal controls for complex entities Oversee the quality of monthly/quarterly financial reporting, ensuring compliance with GAAP and tax regulations. Diagnose operational inefficiencies and implement systems to improve bottom-line profitability. What We Are Looking For Operating Experience is Key: You must have sat in the CFO or VP of Finance seat at an operating company.  Experience: 10+ years of progressive financial experience. Education: Bachelor’s degree in Finance, Accounting, or Economics is required. (MBA, CPA, or CFA is ...