Job description
Finvisor is a startup-focused, full-service firm that performs accounting, AP/AR, compliance, payroll, forecasting, CFO, and controller services. Our team supports the fastest growing and most exciting startups in the U.S. and around the world. We manage our clients’ financial operations so they can focus on growing their product and business.
Location: Remote | Department: FP&A
Reports to: CEO
Salary: $130-$145k Base, depending on experience + 10-20% OTE bonus
About the Role:
We’re seeking a dynamic and experienced FP&A Senior Manager to serve as a client-facing fractional advisor for a portfolio of high-growth, venture-backed startups. This role is 100% externally focused—you will work directly with founders, executive teams, and boards to drive financial planning, strategy, and reporting.
As a strategic advisor, you will guide clients through complex financial decisions, lead forecasting efforts, and support investor communications. This role is perfect for a high-performing finance leader who thrives in a fast-paced, client-centric environment.
Key Responsibilities:
Serve as the primary financial advisor to a portfolio of startup clients.
Own financial planning, budgeting, forecasting, and performance analysis across revenue, expenses, and cash flow for each client.
Lead the creation and delivery of Board-ready reporting packages, investor updates, and strategic analysis.
Build and maintain driver-based financial models tailored to SaaS, fintech, and other startup verticals.
Collaborate directly with client founders and executives to align financial strategy with business goals.
Support fundraising efforts by preparing financial projections and materials for investors.
Identify and monitor key business drivers that impact client financial outcomes.
Provide insights into customer acquisition, operational efficiency, and cash runway management.
Present strategic recommendations to client stakeholders and Boards in a compelling, data-driven way.
Serve as a liaison between clients and Finvisor’s internal teams to ensure cohesive execution.
Qualifications:
5–10 years of experience in FP&A, corporate finance, consulting, or a similar client-facing role.
Bachelor’s degree in finance, accounting, or a related field (MBA or Master’s a plus).
Proven experience supporting VC-backed startups in Finance or FP&A capacity.
Deep expertise in financial modeling, forecasting, and business performance analysis.
Exceptional communication and presentation skills; comfortable engaging with founders and Boards.
Demonstrated ability to manage multiple clients and deliver high-quality results under tight deadlines.
Strong working knowledge of Excel/Google Sheets; experience with systems like NetSuite, Salesforce, and planning tools is a plus.
High EQ and professionalism in client communication; able to build trust quickly and influence strategic decisions.
Why Work at Finvisor?
Impact: We’re a small, high-impact team serving as trusted advisors to innovative startups. Your work directly helps founders make smarter decisions.
Variety: No two days are the same. One day you might be working with a wearable tech company, the next a fast-scaling SaaS platform.
Supportive Culture: We offer an open vacation policy, employer-contributed Simple IRA, and a remote-friendly work culture that values balance and flexibility.
Diversity & Inclusion: We are committed to building an inclusive team where everyone feels empowered to bring their authentic selves to work.
Passion for Startups: We thrive on working with founders who are building the future—and we’re passionate about helping them get there.
Finvisor is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Why work at Finvisor?
We have a huge impact. Finvisor is a small company with a big impact. We are positioned as a trusted advisor for our clients, so they come to us for help understanding their financial position and to get guidance on important decisions.
- We love Startups. This isn’t your typical accounting job. Every client is different so, every day at Finvisor is a little different. One day you will be working with a startup who is building the next wearable apparel, and the next you might be helping a company with a SaaS based app.
- We care about you. Finvisor works hard to create a positive environment for our employees, and we believe your life outside of work is important too! From an open vacation policy to a simple IRA we contribute to, we provide a culture with perks that support our team.
- We value diversity. Growing and maintaining our inclusive and diverse team matters to us. We are committed to being a company where our employees feel comfortable bringing their authentic selves to work and have the ability to be successful – every day.
- We are passionate. Finvisor is full of passionate people and we are not one size fits all. Our clients are passionate about what they are building and we are passionate about supporting them.
Finvisor provides equal employment opportunity without regard to an applicant’s race, sex, pregnancy, sexual orientation, gender identity or expression, genetic information, national origin, age, physical or mental disability, medical condition, religion, marital status or veteran status.
