Note: The job is a remote job and is open to candidates in USA. QuantFi is a company focused on providing strategic financial expertise, and they are seeking a Fractional CFO (Strategic Finance Specialist) to lead client engagements. The role involves managing financial planning, forecasting, and strategic decision-making while fostering strong client relationships and overseeing teams.

Responsibilities

• Lead long-range planning, financial modeling, forecasting, and scenario strategy
• Own client engagements from top to bottom, including managing retainer hours, proactively communicating scope, and escalating issues when needed
• Maintain and drive a clear client roadmap (30/60/90 days) to ensure all strategic needs are met within the fractional engagement model
• Deliver industry-specific executive-level insights that shape pricing, investments, product strategy, capital needs, and operational decision-making
• Develop dashboards, KPIs, and reporting for clients that empower smarter decisions
• Support capital strategy, fundraising preparation, investor materials, and financial narratives
• Serve as the primary relationship manager: prioritize initiatives, manage expectations, and ensure timely, transparent communication with all stakeholders
• Oversee and leverage QuantFi’s overseas modeling resources, providing direction, reviewing work, and ensuring deliverables meet client expectations
• Collaborate closely with Controller and bookkeeping teams to ensure operational finance supports broader strategic goals
• Provide clear, structured guidance on tasks, priorities, and deadlines; step in directly when necessary to keep the engagement on track
• Foster trust with clients through strong communication, accountability, and consistent delivery

Skills

• Exceptional project management skills
• Proactive communication
• Ability to guide both clients and internal teams through complexity
• Lead long-range planning, financial modeling, forecasting, and scenario strategy
• Own client engagements from top to bottom, including managing retainer hours, proactively communicating scope, and escalating issues when needed
• Maintain and drive a clear client roadmap (30/60/90 days) to ensure all strategic needs are met within the fractional engagement model
• Deliver industry-specific executive-level insights that shape pricing, investments, product strategy, capital needs, and operational decision-making
• Develop dashboards, KPIs, and reporting for clients that empower smarter decisions
• Support capital strategy, fundraising preparation, investor materials, and financial narratives
• Serve as the primary relationship manager: prioritize initiatives, manage expectations, and ensure timely, transparent communication with all stakeholders
• Oversee and leverage QuantFi's overseas modeling resources, providing direction, reviewing work, and ensuring deliverables meet client expectations
• Collaborate closely with Controller and bookkeeping teams to ensure operational finance supports broader strategic goals
• Provide clear, structured guidance on tasks, priorities, and deadlines; step in directly when necessary to keep the engagement on track
• Foster trust with clients through strong communication, accountability, and consistent delivery
• A strategic operator who is equally strong at high-level thinking and hands-on execution
• An exceptional communicator who can translate financial concepts for non-finance stakeholders with clarity and confidence
• A disciplined project manager who can juggle multiple engagements, set priorities, and keep clients informed proactively
• Someone experienced in ambiguous environments and knows when to escalate issues to clients or QuantFi founders
• A leader with experience managing finance teams, models, controllers, or offshore resources
• A relationship-driven professional who builds strong client partnerships and always stays ahead of needs
• Prior experience as a CFO, VP of Finance, or senior strategic finance lead required
• Expertise in a particular industry (SaaS, CPG, etc.)
• Past experience managing direct reports
• Startup or lower-middle-market experience strongly preferred

Company Overview

• At QuantFi, we empower investor-backed businesses to make smarter, ROI-driven decisions through innovative financial advisory. It was founded in 2023, and is headquartered in Dallas, Texas, USA, with a workforce of 11-50 employees. Its website is https://www.sm-bee.com.

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