Chief Financial Officer

AJ Boggs is seeking an experienced CFO to provide strategic and operational financial leadership for a growing company. This role is designed for a senior finance leader who has led organizations through scale, operational discipline, and investor-facing growth-and who is comfortable owning outcomes, not just advising.

This is a fractional or part-time role with the potential to expand as the business grows.
Role Overview

The CFO will serve as the company's senior financial leader, partnering directly with executive leadership to strengthen financial systems, improve performance, and support sustainable growth. This role is expected to take ownership across finance, accounting, planning, and investor readiness.

You will balance hands-on execution with strategic leadership, ensuring both financial rigor and long-term scalability.
Key Responsibilities
Strategic Financial Leadership

• Own financial strategy aligned to company goals, including:
  • ~20% annual revenue growth
  • ~15% operating profitability
  • ~30% annual ROI
• Advise executive leadership on business performance, capital allocation, and long-term growth decisions
• Translate financial data into clear insights for leadership and stakeholders

Accounting & Financial Operations

• Ensure GAAP-aligned accounting and strong internal controls
• Evaluate and improve existing accounting processes, systems, and workflows
• Partner with internal or external accounting resources to ensure accuracy, timeliness, and scalability

Financial Planning, Budgeting & Analysis

• Lead annual budgeting and reforecasting processes across departments
• Build and maintain short- and long-term financial models, forecasts, and scenario analyses
• Establish disciplined planning processes that support informed decision-making

Operational Finance & Cost Management

• Analyze operating costs, vendor spend, and resource allocation
• Identify opportunities to improve margins, efficiency, and cash flow
• Support pricing, cost structure, and profitability initiatives

Metrics, Reporting & Performance Management

• Develop and maintain KPIs and dashboards, including SaaS or recurring-revenue metrics where applicable
• Provide consistent, executive-level reporting on financial and operational performance

Fundraising & Investor Readiness

• Lead financial preparation for fundraising, including:
  • Financial narratives
  • Investor materials and pitch decks
  • Due diligence support
• Serve as a key financial voice with investors, lenders, or strategic partners

Leadership & Mentorship

• Provide leadership and mentorship to finance-related team members or partners
• Help shape scalable finance functions as the company grows

Experience & Qualifications

• 12+ years of progressive financial leadership experience in growth-oriented companies
• Proven experience serving as CFO, VP of Finance, or senior finance leader with full ownership of financial strategy
• Demonstrated success improving financial systems, reporting, and cost structures
• Experience with fundraising, investor relations, or capital strategy
• Strong financial modeling, analytical, and strategic thinking skills
• Bachelor's degree in finance or accounting required; MBA or CPA strongly preferred
• Comfortable working hands-on while maintaining executive-level perspective

Engagement Structure & Compensation

• Fractional or part-time engagement, with an expected commitment to be finalized based on company needs and candidate availability
• Contract or employment arrangements available
• Competitive compensation aligned with senior CFO-level responsibility, including:
  • Hourly or monthly retainer (range to be discussed)
  • Potential performance-based incentives and/or equity participation, depending on engagement structure

For more information, contact: