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Financial Planning and Analysis

• Help clients build enterprise value and serve as a trusted first call for founders
• Grow earnings through contribution margin, advertising spend, pricing, inventory and cash optimization
• Drive durable organic growth with healthy customer economics
• Prove earnings quality through repeatable, contractual economics, strong LTV and margins
• Reduce customer, channel, supplier and operational risks
• Manage a portfolio of approximately 10 clients at full load
• Run client onboarding, including profit tracker, constraint analysis, financial model and Growth Economics Audit
• Build revenue, COGS, purchasing, payroll, overhead, cash, budget, balance-sheet and multi-year financial plans
• Establish department scorecards and capital allocation frameworks
• Hold weekly working sessions and scorecard reviews with founders
• Review monthly close and financial models, with clear cash analysis
• Advise on advertising spend, inventory purchases, hiring and funding decisions
• Measure, diagnose and model responses to unfavorable metric movements
• Review and direct analysts' and accountants' work
• Reply to client messages the same day
• Support interim CFO placements, lender calls, investor updates, board meetings, data rooms, quality-of-earnings preparation, sales calls and client proposals
• Prepare clients for lenders, investors, due diligence and exits

Fractional CFO

Accounting Manager

• Lead, coach, develop, and help hire accountants and bookkeepers
• Review work before it reaches CFOs or clients and enforce quality standards
• Plan portfolio capacity and ensure deadlines are met
• Run the accounting team’s weekly meeting, clear blockers, and address recurring problems
• Own month-end close across every client, completing it accurately within two to ten business days
• Sign off on close files, reconciliations, and working papers
• Set and enforce standards for fixed assets, loans, prepaids, accruals, and deferred revenue
• Lead variance reviews across Shopify, Amazon, wholesale, and expense lines
• Coordinate year-end work with tax accountants and CPA firms
• Write and maintain SOPs, checklists, and close calendars
• Standardize charts of accounts, working paper templates, flash reports, and monthly packages
• Identify and implement automation and AI improvements with the AI team
• Solve complex lease, equity, intercompany, multi-entity, multi-currency, inventory, COGS, sales tax, VAT, and nexus issues
• Act as senior accounting contact for clients and CFOs
• Join client calls, explain complex issues, and follow up with notes and action items
• Flag risks and communicate delays or errors proactively
• Work closely with fractional CFOs to support business decisions

Accounting Services Director

Content Manager

• Mine sales calls, client calls, podcasts, meetings and existing videos for strong ideas
• Identify hooks, stories, objections, frameworks and customer language for content
• Write short-form video scripts in the founder’s voice
• Create simple visuals, diagrams and frameworks for on-camera explanation
• Edit short-form videos
• Pull clips from longer videos and conversations
• Repurpose videos into LinkedIn posts, Instagram posts, carousels and written content
• Write blog posts and longer-form content
• Maintain the content calendar and publishing cadence
• Ensure Instagram content is published consistently
• Publish and manage LinkedIn content
• Review performance and use learnings to shape future content
• Maintain a backlog of strong ideas and ready-to-record scripts
• Give feedback on hooks, pacing, delivery, structure and video quality
• Coordinate contractors for advanced editing or design
• Help increase content quantity and quality without significantly increasing the founder’s time commitment
• Consistently produce 5–7 short-form videos per week, 3–5 LinkedIn posts per week, daily Instagram activity, and 1–2 longer written pieces or blog posts per week
• Build content that resonates with founders and reflects their business challenges

Founder, Content Strategist – Operator

Controller

• Lead the accounting function for Eightx’s portfolio of bookkeeping and Fractional CFO clients
• Own monthly close across the client portfolio and ensure books are closed accurately within two to ten business days after month end
• Review and sign off on close files, reconciliations, and working papers
• Maintain and enforce audit-ready standards for working papers and balance sheet accounts
• Post accruals for missing but expected expenses using professional judgment
• Review P&L variances and investigate unusual balances and off-trend items
• Coordinate with tax accountants and CPA firms on year-end adjusting entries
• Oversee weekly bookkeeping quality and provide hands-on support when needed
• Design, create, and adjust charts of accounts using Xero, QuickBooks Online, and other platforms
• Manage multi-currency accounting, FX revaluations, unrealized gains/losses, and cross-currency reconciliations
• Reconcile Shopify, Amazon, and other eCommerce integrations to the general ledger
• Oversee accounts receivable and payable, manual journals, credit memos, inventory reconciliations, and year-end inventory adjustments
• Maintain consolidated budget and actuals-vs-budget reporting templates
• Serve as senior accounting contact for assigned clients and Fractional CFOs
• Respond to client queries and participate in client calls, preparing recap notes and action items
• Communicate outstanding items, open questions, and risks to clients, CFOs, and internal leads
• Ensure timely delivery of financial reports, working files, and supporting schedules
• Ensure regulatory filings remain up to date, including sales tax, payroll, and corporate filings
• Research tax obligations and escalate findings
• Prepare and deliver weekly flash reports and monthly financial packages
• Review bookkeepers’ and accountants’ work, provide feedback, mentor team members, and drive process improvements
• Participate in team L10 meetings and flag blockers

Fractional CFO

Accounting Services Director

Founder, Content Strategist – Operator

Controller, Client Accounting Services – Multi-Client Portfolio