CFO for beauty and wellness brands

We’re looking for a sharp, client-facing CFO to serve as the strategic financial lead for a portfolio of beauty and wellness brands. You’ll be the trusted advisor our clients rely on to understand their numbers, make smarter decisions, and build a business worth buying. This is a relationship-first role. You must think in strategy, not just numbers.

We’re a M&A advisory and fractional CFO firm built exclusively for beauty and wellness brand founders. Our clients are primarily women, doing $1M–$15M in revenue and they come to us because they’re serious about scaling, about cleaning up their finances, and about positioning their brand for a future acquisition.

We are a high-performing, fully remote team that operates with precision, care, and a deep respect for the founders we serve.

Responsibilities

• Lead monthly financial strategy calls with clients, translating budget-to-actual performance into clear, actionable insight

• Build and maintain financial models, budgets, and cash flow forecasts tailored to each client’s goals

• Identify financial patterns, risks, and opportunities specific to beauty and wellness business models

• Guide clients through growth planning, margin improvement, and acquisition readiness.

• Collaborate with our internal financial analyst and bookkeeping team. They handle the numbers, you handle the strategy

• Maintain high-touch client relationships that drive retention and trust

Requirements

• Minimum 3 years of experience in finance, accounting, or CFO-level advisory

• Experience working directly with clients, whether in an agency setting or 1:1 advisory capacity

• Comfortable operating fully remote and managing multiple client relationships simultaneously

• Strong communication skills; you can make financial concepts clear and compelling to non-finance founders

• Familiarity with beauty, wellness, salon, or consumer brand business models is a strong plus

• Proficiency in QuickBooks, financial modeling, and standard reporting tools

Results We’re Looking For:

• Clients who stay, grow, and refer because you made them feel seen and supported

• Financials that are clean, current, and strategy-ready every single month

• Founders who understand their numbers and are making better decisions because of you

• A portfolio that is consistently moving toward scale or exit readiness

What You Get

• Fully remote with a flexible schedule built around your life

• A dedicated financial analyst and bookkeeping team, so your time stays on strategy, not cleanup

• A client base of high-performing women who value and respect the work

Interviews are held virtually every Monday, Wednesday, and Friday through May 15th. We want to move quickly.