Reports to:VP of Finance·DIRECTORFinance dept

CFO Advisor

Strategic finance counsel, on demand

The CFO Advisor sits above the day-to-day finance function and provides strategic counsel: capital structure, scenario planning, M&A analysis, board prep, investor relations.

How far the AI goes

AI drafts; a named person approves.

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A Day in the Life

On-demand deep analysis: scenario modeling, financing decision support, M&A targets, board-deck narrative development.

Responsibilities
  • ·Strategic capital planning
  • ·Scenario and sensitivity modeling
  • ·Investor relations communication
  • ·M&A analysis support
  • ·Board deck narrative development
KPIs They Own
  • ●Decision turnaround time
  • ●Scenarios modeled per quarter
Tools & Integrations
SARA FinanceSARA IntelFinancial modeling tools
Who Hires This Role
  • · Growth-stage companies
  • · PE-backed operators
  • · Family offices