RJI Search
About the Role
We are seeking seasoned
Fractional CFO's
with deep expertise in a variety of industries including but not limited to Start-ups, healthcare, CPG, med device and technology in order to provide strategic financial leadership to growing brands. As a trusted advisor to the executive team, you will be responsible for driving financial performance, supporting capital strategies, and optimizing operational processes. This is a hands-on, high-impact role ideal for a financial leader comfortable working across multiple companies or projects. Key Responsibilities Strategic Financial Leadership Develop and lead budgeting, forecasting, and long-term financial planning. Analyze financial data to support strategic decision-making, pricing strategies, and market expansion. Provide executive-level insights on business model optimization and performance. Cash Flow Management Monitor, forecast, and optimize cash flow to ensure liquidity and operational stability. Model scenarios to anticipate cash needs and investment opportunities. Financial Reporting & Oversight Review and validate financial statements Build and maintain KPI dashboards and performance tracking systems. Ensure accurate, timely, and actionable financial reporting. Capital Raising & Investor Relations Build robust financial models and projections for investor presentations. Advise on capital structure (debt, equity, or hybrid financing). Assist in developing investor materials and guide the capital-raising process from end to end. Support board reporting and investor communications. Operational Efficiency & Financial Process Optimization Identify cost-saving opportunities and improve internal financial processes. Implement scalable systems for accounting, expense tracking, and reporting. Guide internal controls and financial best practices. Risk Management & Compliance Evaluate financial and operational risks; develop mitigation strategies. Support tax planning and help uncover missed opportunities for deductions or credits. Ad Hoc Financial Projects Lead one-off projects such as historical financial cleanups, audit prep, or reporting enhancements as needed by leadership. Qualifications Proven experience as CFO or senior finance leader, with a proven track record. Strong understanding of the financial challenges faced by emerging and mid-sized brands. Expertise in capital raising, financial modeling, and investor relations. Proficiency in QuickBooks Online (QBO), Excel, and financial reporting tools. Strategic mindset with the ability to execute hands-on financial operations. Exceptional communication and stakeholder management skills. Preferred Experience supporting companies through high-growth stages, fundraising, or exit strategies. CPA, CFA, or MBA preferred but not required. Familiarity with DTC, wholesale, and omnichannel business models in CPG. Why Join Us? This is a unique opportunity to work closely with visionary founders and operators in the CPG space. As a fractional CFO, you’ll play a critical role in shaping financial strategy, driving growth, and positioning brands for long-term success.
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Fractional CFO's
with deep expertise in a variety of industries including but not limited to Start-ups, healthcare, CPG, med device and technology in order to provide strategic financial leadership to growing brands. As a trusted advisor to the executive team, you will be responsible for driving financial performance, supporting capital strategies, and optimizing operational processes. This is a hands-on, high-impact role ideal for a financial leader comfortable working across multiple companies or projects. Key Responsibilities Strategic Financial Leadership Develop and lead budgeting, forecasting, and long-term financial planning. Analyze financial data to support strategic decision-making, pricing strategies, and market expansion. Provide executive-level insights on business model optimization and performance. Cash Flow Management Monitor, forecast, and optimize cash flow to ensure liquidity and operational stability. Model scenarios to anticipate cash needs and investment opportunities. Financial Reporting & Oversight Review and validate financial statements Build and maintain KPI dashboards and performance tracking systems. Ensure accurate, timely, and actionable financial reporting. Capital Raising & Investor Relations Build robust financial models and projections for investor presentations. Advise on capital structure (debt, equity, or hybrid financing). Assist in developing investor materials and guide the capital-raising process from end to end. Support board reporting and investor communications. Operational Efficiency & Financial Process Optimization Identify cost-saving opportunities and improve internal financial processes. Implement scalable systems for accounting, expense tracking, and reporting. Guide internal controls and financial best practices. Risk Management & Compliance Evaluate financial and operational risks; develop mitigation strategies. Support tax planning and help uncover missed opportunities for deductions or credits. Ad Hoc Financial Projects Lead one-off projects such as historical financial cleanups, audit prep, or reporting enhancements as needed by leadership. Qualifications Proven experience as CFO or senior finance leader, with a proven track record. Strong understanding of the financial challenges faced by emerging and mid-sized brands. Expertise in capital raising, financial modeling, and investor relations. Proficiency in QuickBooks Online (QBO), Excel, and financial reporting tools. Strategic mindset with the ability to execute hands-on financial operations. Exceptional communication and stakeholder management skills. Preferred Experience supporting companies through high-growth stages, fundraising, or exit strategies. CPA, CFA, or MBA preferred but not required. Familiarity with DTC, wholesale, and omnichannel business models in CPG. Why Join Us? This is a unique opportunity to work closely with visionary founders and operators in the CPG space. As a fractional CFO, you’ll play a critical role in shaping financial strategy, driving growth, and positioning brands for long-term success.
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