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Head of CFO Services
Zeni
Accounting & Finance
Lehi, UT, USA
Posted on May 16, 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 a dynamic Director of CFO Services to lead and grow our Strategic Finance function. This is a highly visible leadership role responsible for delivering high-impact financial insights and strategic guidance to our clients. You will oversee a small but mighty team of finance professionals, drive scalable processes, and play a critical role in expanding our CFO service offerings.
What You'll Do
- Lead and Scale the CFO Services Practice: Own the strategy, operations, and quality of Zeni’s CFO Services department. Manage a team and ensure client deliverables meet a high bar of excellence.
- Client-Facing FP&A and Strategic Support: Lead budgeting, forecasting, and financial planning for a portfolio of clients. Offer strategic insights and scenario modeling that inform key business decisions.
- Financial Analysis & Reporting: Develop dashboards, KPIs, and reports to help clients (and Zeni) track business performance. Lead the creation of monthly/quarterly board decks and investor reporting.
- Financial Modeling: Build and review robust financial models to support growth plans, fundraising efforts, pricing strategies, and strategic investments.
- Risk and Opportunity Assessment: Identify financial risks and opportunities across client portfolios and recommend actionable strategies to drive sustainable growth.
- Process & Tool Optimization: Drive continuous improvement in forecasting, reporting, and analysis methodologies. Identify and implement tools and systems to increase scalability and accuracy.
What We're Looking For
- 8+ years of experience in FP&A, strategic finance, investment banking, consulting, or similar
- 3+ years of experience leading teams and managing client relationships
- Proven experience working with or advising high-growth startups (Series A–C+ preferred)
- Strong financial modeling, analysis, and presentation skills
- Excellent communication and executive presence
- Entrepreneurial mindset with a passion for building scalable processes and teams
- Comfortable working in a fast-paced, hybrid work environment
Bonus Points
- Experience at a startup or in a fractional CFO role
- Familiarity with financial systems like QuickBooks, NetSuite, Mosaic, or Cube
- MBA, CPA, or CFA is a plus but not required
Benefits & Perks
- Medical, dental and vision with a generous company contribution strategy
- 401(k)
- Home office set up stipend
- Employee stock options
- Flexible PTO
- Generous sick and parental leave programs
Position Location: This role will be based out of our Lehi, Utah office. This person will need to work onsite from our office four days per week.
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