Fractional CFO (Excel/Modeling & Investor Materials Expert)

About the Role

We’re a fast-growing, multi-location marine leisure company seeking a fractional CFO to assist the COO in preparing financial models, reports, and investor materials. The ideal candidate is an Excel power-user who can build clean, dynamic models and translate them into polished decks for investors and internal planning.

Key Responsibilities

Build and maintain financial models (P&L, cash flow, forecasts, what-if scenarios).

Prepare monthly and quarterly financial reports and GAAP-based statements.

Develop budgeting and forecasting frameworks with clear, driver-based assumptions.

Create PowerPoint or Google Slides investor decks that tie directly to the financials.

Support fundraising and board reporting efforts with clear, accurate data and visuals.

Qualifications

7+ years of progressive finance experience (CFO, VP Finance, Controller, or fractional CFO).

Expert-level Excel skills (advanced formulas, scenario analysis, clean model structure).

Strong presentation skills using PowerPoint or Google Slides.

*** IMPORTANT*** Record a 3–5 minute Loom video introducing yourself and explaining your most relevant experience — ideally showing examples of your financial modeling, forecasting, and investor decks (hide sensitive data if needed).


Email your Loom link and resume to ---------- with the subject line:
(NAME) CFO - LOOM VIDEO