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CFO, CPG & E-Commerce
FinanceWithin. Serve as fractional Client CFO for a portfolio of consumer brands across e-commerce, retail, and CPG .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial strategy, FP&A, and budgeting for consumer brands, with a strong ability to build financial models and communicate insights to executive teams. Proven track record in managing client relationships and driving internal improvements using automation tools.
Highest-signal resume keywords
Financial Strategy LeadershipFP&A and Modeling SkillsBudgeting and ForecastingConsumer Business Model ExpertiseClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingBudgetingOperational ForecastingKPI Dashboard DevelopmentM&A AdvisoryCash Runway ManagementScenario PlanningData Synthesis3-Statement ModelingReconciliation Review
Soft Skills
CommunicationStrategic PartnershipProblem-SolvingAdaptabilityCollaboration
Tools & Technologies
Google SheetsZapierChatGPTGeminiQBONetSuite
Industry Keywords
Consumer BrandsE-CommerceRetailCPGDTCOmni-ChannelWholesaleInvestor RelationsBoard ReportingFinancial Advisory
About the role
Key responsibilities & impact- Serve as fractional Client CFO for a portfolio of consumer brands across e-commerce, retail, and CPG
- Lead financial strategy, advisory, and FP&A for multiple brands
- Own budgeting, cash runway, forecasting, and board reporting
- Act as a strategic partner to founders, CEOs, and investors
- Manage banking, credit, investor, and board relationships
- Build and maintain dynamic 1/3/5-year financial models
- Drive rolling forecasts, margin analysis, scenario planning, and demand planning
- Build KPI dashboards and reporting systems for executive teams
- Review reconciliation data with the internal accounting team and ensure reporting integrity
- Advise on fundraising, M&A, debt strategy, and capital allocation
- Support and own credit packs and serve as deal-time CFO when needed
- Support board material preparation and investor communications
- Provide decision frameworks for growth, burn, and tradeoffs
- Templatize, automate, and scale recurring work
- Use ChatGPT, Gemini, Google Sheets, and Zapier to improve delivery speed
- Document SOPs and drive internal improvements to the client delivery engine
Requirements
What you’ll need- Strong experience in finance leadership roles; past experience in a multi-client role is required
- Deep understanding of consumer business models (DTC, retail, omni-channel, wholesale)
- Strong FP&A and modeling skills
- Experience in budgeting, building multi-year 3-statement modeling, and operational forecasting
- Experience with accounting systems (QBO, NetSuite)
- Ability to synthesize complex data into clear insights and communicate with confidence
- Experience working with executive teams and board-level stakeholders
- Comfortable managing multiple client relationships in a fast-paced environment
- Experience using AI tools or automation tools is a bonus
- Ability to thrive in a lean, high-performance, distributed team
- United States work authorization without sponsorship required
- Must be located in the United States
Benefits
Comp & perks- High-impact, high-autonomy role advising category-defining brands
- Small, elite team where your work drives real outcomes
- Remote-first culture with deep collaboration and zero bureaucracy
- High comp upside based on book of business performance
- Fast-growing firm that rewards performance, not pedigree