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Financial Advisor
Zeni
Accounting & Finance
United States
Posted on Mar 7, 2025
Our Mission
Zeni’s all-in-one financial platform is born from the passion of our founders who have weathered the storm of financial chaos. Our mission is simple: to streamline financial operations so founders can get back to what they do best – growing their business. We consolidate everything from bookkeeping, banking, payroll, to bill payments and more onto one intuitive platform. Powered by a state-of-art AI that grows smarter with every user and a team of human intelligence, we're redefining financial accuracy.
Culture Is At Our Core
Check out our Zeni Values:
- #zenivision - We innovate on intelligence, both artificial and human
- #zenisuccess - We help our clients succeed with passion and empathy
- #zenilove - We care deeply about our clients and each other
- #trustzeni - We build trust with our clients and with each other
- #onezeni - We are one team, one mission, one heart
About the Role
We are seeking an experienced Financial Advisor/Finance Director/Fractional Chief Financial Officer to provide strategic financial support to select clients on an ad hoc basis. The position will serve to help drive client financial strategy, improve financial processes, and optimize profitability. This role is ideal for a finance leader looking to leverage their expertise across multiple companies. Prior experience working in a leadership role with LLCs and partnerships is a non-negotiable requirement. .
Key Responsibilities
Financial Strategy & Planning
- Maintain in-depth relations with the clients for scope of the project
- Advise on financial and tax strategies
- Provide financial modeling, forecasting, and scenario analysis.
- Identify and track relevant KPIs
Financial Management & Reporting
- Oversee budgeting, financial reporting, and cash flow management.
- Ensure compliance with accounting standards, tax regulations, and financial policies.
- Analyze financial statements and provide insights for executive decision-making.
Operational Finance & Process Improvement
- Optimize financial processes, reporting systems, and internal controls.
- Improve operational efficiencies, cost control, and profitability.
Funding, Fundraising & Investor Relations
- Assist with fundraising strategies and financial due diligence.
- Support capital raising efforts, including debt and equity financing.
Qualifications & Experience
- Proven experience as a senior finance leader.
- Strong expertise in financial planning and forecasting
- Experience working with startups.
- Knowledge of GAAP, tax laws, compliance, and financial regulations.
- Excellent analytical, strategic, and communication skills.
The hours required for this role will vary based on client needs. It is estimated that for the first several months of the position, the general time commitment will range between 5-15 hours weekly. This is an ideal role for someone who is looking for flexibility and has the ability to easily adjust their schedule to accommodate the varied workload.
Position Location: This is a remote role based anywhere in the USA.
Zeni is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. Zeni is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.
If you require reasonable accommodation in completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please email hr@zeni.ai