Chief Financial Strategist

Role Overview
We are seeking an experienced financial professional to provide centralized financial leadership across a fast-growing, multi-entity business ecosystem. This role is responsible for protecting the company financially, establishing discipline and visibility, and building scalable financial systems that support aggressive growth.
This is a full-time, hands-on leadership role requiring both strategic financial oversight and direct execution , including bookkeeping. The right candidate understands that at this stage of growth, leadership means owning the details while building systems that eventually remove the need to personally manage every transaction.
This position is mission-critical. The ideal candidate has experience working with founder-led businesses, understands growth-stage risk, and can balance speed, ambition, and financial control.

• Own financial oversight across all current and emerging business entities
• Establish and maintain accurate, timely financial reporting
• Monitor cash flow, burn rate, margins, and liquidity across the organization
• Identify financial risks and proactively implement mitigation strategies

Bookkeeping & Transactional Management

• Perform and own day-to-day bookkeeping across all entities
• Ensure accurate categorization of income and expenses
• Maintain clean, current general ledgers and monthly closes
• Reconcile bank accounts, credit cards, and expense platforms
• Build systems and processes to streamline bookkeeping as the company scales

Budgeting, Forecasting & Planning

• Build and manage annual budgets and rolling forecasts
• Provide scenario modeling for hiring, expansion, and capital decisions
• Help leadership understand the financial impact of strategic initiatives before execution

Multi-Entity Management

• Maintain consistent financial practices across multiple businesses
• Coordinate intercompany accounting, allocations, and reporting
• Support clean entity separation with centralized financial control

Leadership & Advisory

• Serve as a trusted financial advisor to the CEO and COO
• Bring discipline, clarity, and financial rigor to decision-making
• Provide objective, data-driven recommendations — even when difficult
• Act as a stabilizing force during periods of rapid growth

Compliance & External Coordination

• Work directly with CPAs, tax advisors, payroll providers, and external partners
• Ensure compliance with applicable regulations and best practices
• Prepare the company for audits, financing, and potential future investment

Capital & Growth Support

• Support capital planning decisions, including debt and short-term borrowing when necessary
• Structure growth investments with clear return expectations
• Establish financial guardrails without slowing momentum or innovation

Success Metrics

• Real-time, accurate financial visibility across all entities
• Clean, reconciled books at all times
• Predictable cash flow and disciplined expense management
• Reduced financial risk as the business scales
• Leadership confidence in financial data, reporting, and forecasts
• Ability to support aggressive growth without financial chaos