Join the Rapidly Growing Team at Attivo Partners!Are you dedicated to excellence and eager to advance your career? Passionate about technology and startups? Excited to work with some of the most innovative early-stage companies in the world? If so, Attivo Partners is the place for you!Attivo Partners is a fast-growing full-service finance and accounting consulting firm headquartered in San Francisco, with a presence in major startup hubs across the US.
Our remote teams specialize in providing fractional CFO and accounting services to venture-backed emerging growth clients, supporting their journey from inception to over $50M in revenue.What We Offer:Collaborative Environment: Work alongside a talented team with extensive experience in venture-backed companies. At Attivo, we believe in teamwork and value the unique insights and creativity each member brings.Culture of Growth: We thrive on the challenges presented by diverse and exciting clients, offering unparalleled learning and professional development opportunities.Mentorship and Training: We are committed to nurturing talent and providing ongoing mentoring and training to help you grow personally and professionally.Flexibility: We understand the importance of balance and are dedicated to maintaining a culture that supports your career and personal life.Our Values:Lasting Relationships: We build solid and enduring connections with our clients and team members.Data-Driven Insights: We leverage data to drive intelligent decisions and impactful results.Growth-Focused Mindset: We embrace opportunities for continuous improvement and innovation.Collaboration-First: We prioritize teamwork and believe the best solutions come from working together.Culture-Conscious: We foster a supportive and inclusive culture where everyone can thrive.Join us at Attivo Partners and be part of a team that's shaping the future of finance and accounting for startups. Let's grow together!Role OverviewAttivo Partners is seeking entrepreneurial, AI transformational, forward-thinking Chief Financial Officers to join Attivo. This is a senior, client-facing role for a strategic finance leader who wants to be a trusted advisory to the leading companies in SaaS, AI, Robotics, American Dynamism and FinTech: someone who sees around corners, brings new ideas to the table, incorporates AI transformation into their solutions and helps founders and executive teams build durable, well-funded companies.As an Attivo CFO, you will serve as the strategic finance partner to a portfolio of venture-backed and emerging growth clients across industries and stages.
You will own the overall health of each client relationship, from the quality of the work and the economics of the engagement to the growth of the partnership over time. You will also help Attivo grow, by expanding what we deliver for existing clients and by bringing new clients to the firm.Finance is changing quickly. AI and automation are reshaping how the CFO leads Finance and Accounting, how forecasts get built, how analyses are prepared, and how leaders make decisions. We are looking for CFOs who understand that shift, are energized by it, and can guide clients through it with sound judgment.
The right person brings a growth mindset, real grit, and a habit of going above and beyond for clients and teammates.ResponsibilitiesServe as a trusted fractional CFO and strategic advisor to CEOs, founders, executive teams, boards of directors, and investors across a portfolio of client companiesLead financial planning, forecasting, and budgeting, including 3-statement models, scenario analysis, and runway planning that turn strategy into numbers leadership can act onOversee the preparation of financial statements, management reporting, KPI dashboards, and board materials in compliance with GAAPLead AI transformation, essentially architecting and building the client's operating system by evaluating and implementing core systems across ERP, billing/revenue, spending, and financial planningManage cash flow, treasury, and capital deployment, applying current cash management practices that balance principal protection with return on investmentGuide clients through equity and debt financings, including SAFEs, convertible notes, priced venture rounds, and venture debt; prepare data rooms and support investor due diligenceAdvise on M&A, strategic transactions, and exit readiness; support due diligence and integration planningBring forward opportunities clients may not yet see, such as pricing and unit economics, revenue recognition (ASC 606) and contract structure, non-dilutive funding, entity and tax strategy, and operational efficiencyOversee audits, reviews, and tax compliance, and maintain strong relationships with external auditors, tax advisors, bankers, and legal counselIdentify and manage risks to each client's financial and business health; maintain internal controls appropriate to each client's stage and complexityClient Relationship OwnershipServe as the client's primary senior point of contact, with executive-level presence and the ability to earn the trust of the CEO, board, and investorsLead periodic client business reviews (monthly or quarterly) that connect the finance function's work to the client's strategic goalsSet clear expectations on scope, staffing, timing, and pricing at engagement kickoff, and revisit them as client needs changeAddress client delivery issues or concerns immediately, translate client feedback into action, and respond to all client survey feedbackHold regular check-ins to build trust and surface emerging issues before they become problemsHelp clients recognize the strategic value of the accounting and finance function, and advocate for the Attivo team on process improvements and working normsEngagement Economics & QualityMonitor team hours and costs against client estimates and budgets on a weekly to bi-weekly basis, in partnership with the Engagement LeadReview and approve client invoices; review engagement profitability and realization quarterlyInitiate conversations with clients when scope, workload, or staffing no longer match the estimate, including recommending fee adjustmentsProvide final review and sign-off on deliverables before they reach the client, spot-check quality monthly, and roll up your sleeves to work through the details alongside the teamExercise sound judgment on when to resolve issues directly with the client and when to escalate within AttivoTeam Leadership & DevelopmentLead and coach the Attivo accounting and finance professionals assigned to your client engagements, fostering accountability, excellence, and positive team dynamicsDefine expectations for each role on the client team, give real-time feedback on deliverables, and contribute input to semi-annual performance reviewsUse non-close work such as FP&A, tax, financings, and M&A diligence as development opportunities for senior team membersHelp the team prioritize current workload while driving growth aligned with client needsClient Growth & Business DevelopmentIdentify and pursue opportunities to expand existing relationships through added services, scope adjustments, and fee increases as clients growIntroduce clients to new capabilities they have not used before, such as FP&A build-outs, systems implementations, AI-enabled workflows, fundraising support, and transaction advisorySource new client relationships through your network of founders, venture capital firms, lenders, accelerators, and professional advisorsRepresent Attivo through thought leadership, events, and community involvement, and position Attivo to earn testimonials and referralsPartner with Attivo leadership on service offerings, pricing, and firm-wide growth initiativesFinance Innovation & AIBring a point of view on how AI and automation are changing finance, and help clients adopt tools that improve speed, accuracy, and insightRecommend and coordinate implementation of systems that support fast growth across core processes, including AP, billings, AR and revenue, cash and treasury, and FP&AIdentify where AI-assisted forecasting, automated reporting, intelligent document processing, and workflow automation can reduce manual work and improve decision qualityKeep human judgment, controls, and data integrity at the center of every new tool or workflow you introduceShare what works with Attivo colleagues so best practices scale across the firmBuild the client operating systemRequirementsStrategic thinker who connects financial data to business decisions and can tell a clear, compelling story to founders, boards, and investorsGrowth mindset: curious, coachable, quick to learn, and motivated by new industries, business models, and toolsGrit and ownership: you follow through when
Chief Financial Officer in san francisco at Unknown Company
This position is listed as contract and able to be worked remotely.