Fractional CFO

Position: [Fractional] CFO with 3PL and Warehouse Logistics Experience, Preferred

Location: Remote with occasional travel to corporate office in Washington State

Type: Flexible, Part-time (15 hours) to Full-time (40 hours) as needed

Compensation: TBD based on experience

Background: Mix of corporate, investment banking, and fundraising experience

Company Profile: We are a fast-growing 3PL and warehouse logistics company with ≈$40M of annual revenue, our growth stemming from rapid expansion into new 3PL verticals over the past few years. With further growth opportunities on the horizon, we are in need of a fractional CFO who can play a vital role in shaping our financial strategy, develop our financial roadmap, and secure funding as needed.

This position blends the strategic oversight of financial operations with hands-on involvement in fundraising activities. The successful candidate will work closely with the executive team to optimize cash flow, manage our banking relationships, improve financial performance, and lead fundraising rounds (including angel investor and seed funding) as necessity dictates.

Key Responsibilities:

• Financial Strategy & Planning: Develop and execute financial strategies aligned with the company's mission and growth goals. Ensure fiscal responsibility and long-term sustainability.
• Fundraising Capital Equity Leadership: Lead fundraising efforts by developing investment plans, financial models, and pitch materials. Play a key role in securing funding from angel investors and venture capitalists while guiding the company through the process with due diligence. This includes managing our current and proposed banking relationships and financing structure.
• Investment & Budget Planning: Prepare financial forecasts and budgets, with insights into projected staffing costs and other key metrics, to support strategic decision-making and fundraising.
• Financial Reporting & Transparency: Establish robust reporting mechanisms to provide transparency into the financial health of the company. Develop and maintain accurate financial statements to guide executive decision-making.
• Cash Flow & Risk Management: Optimize cash flow to ensure operational efficiency and smooth scaling. Identify financial risks and develop strategies to mitigate them.
• KPIs & Performance Monitoring: Take ownership of financial KPIs, providing regular updates and analysis to track progress and inform business strategies.
• Investor Relations: Maintain relationships with current and potential investors, ensuring clear communication and providing regular updates on company performance.
• Collaboration with Executive Team: Work alongside the CEO and other executives to align financial strategies with business goals. Assist in shaping the overall direction of the company.
• Leadership: Lead and inspire a team dedicated to driving growth, and fostering a culture of innovation and collaboration.
• Partnership Development: Cultivate enduring relationships with key partners, stakeholders, and industry leaders to drive strategic partnerships and business opportunities.
• Revenue Operations: Oversee the implementation of processes and technologies necessary to drive revenue.
• Opportunity Discovery: Identify opportunities to maximize revenue potential.
• Performance Reporting: Monitor and analyze KPIs, revenue targets, and progress against strategic plans.
• Stakeholder Communication: Prepare and present comprehensive reports to senior leaders and stakeholders as required.

Required Qualifications:

• Experience: Proven experience as a CFO or in a senior financial leadership role, ideally within a startup environment. Experience with fundraising and investment rounds (pre-seed, seed, Series A) is essential.
• Financial Expertise: Strong financial modeling, budgeting, forecasting, and analysis skills. Deep understanding of startup financials and the fundraising landscape.
• Network: Established network of angel investors, banking relationships, venture capitalists, and other potential funding sources.
• Fundraising Experience: Demonstrated success in leading and supporting fundraising efforts, including developing pitch materials, investor relations, and managing the due diligence process.
• Communication & Presentation Skills: Excellent communication skills, with the ability to clearly present financial information and strategic insights to investors, the executive team, and other stakeholders.
• Risk & Compliance Knowledge: Solid understanding of financial regulations, compliance requirements, and financial risk management in a startup context.

Preferred Qualifications:

• Industry Knowledge: Experience in the 3PL sector and warehouse automation.
• Education: A degree in Finance, Accounting, Economics, or a related field (MBA or equivalent is a plus).

Certifications: CPA, CFA, or similar certifications are a plus but not required.

Job Types: Full-time, Part-time, Contract

Pay: $100.00 - $200.00 per hour

Expected hours: 15 – 40 per week

Work Location: Hybrid remote in Richland, WA 99352

Salary : $40