Client Financial Services Agent supporting Desjardins members and advisors. Providing personalized investment, financing, protection, and business development services.
About the role
- Fractional CFO helping Eightx support fast-growing ecommerce and consumer brands. Improving earnings, reducing risk, and preparing founders for lenders, investors, and exits.
Responsibilities
- Help clients build enterprise value and serve as a trusted first call for founders
- Grow earnings through contribution margin, advertising spend, pricing, inventory and cash optimization
- Drive durable organic growth with healthy customer economics
- Prove earnings quality through repeatable, contractual economics, strong LTV and margins
- Reduce customer, channel, supplier and operational risks
- Manage a portfolio of approximately 10 clients at full load
- Run client onboarding, including profit tracker, constraint analysis, financial model and Growth Economics Audit
- Build revenue, COGS, purchasing, payroll, overhead, cash, budget, balance-sheet and multi-year financial plans
- Establish department scorecards and capital allocation frameworks
- Hold weekly working sessions and scorecard reviews with founders
- Review monthly close and financial models, with clear cash analysis
- Advise on advertising spend, inventory purchases, hiring and funding decisions
- Measure, diagnose and model responses to unfavorable metric movements
- Review and direct analysts' and accountants' work
- Reply to client messages the same day
- Support interim CFO placements, lender calls, investor updates, board meetings, data rooms, quality-of-earnings preparation, sales calls and client proposals
- Prepare clients for lenders, investors, due diligence and exits
Requirements
- 10+ years in finance, including time as a CFO, VP Finance or head of FP&A in a growth company, or a PE, investment banking or transaction advisory background plus real operating experience
- Strong three-statement, driver-based modelling skills, explainable to someone who hates spreadsheets
- Experience with lenders, investors or acquirers in a raise, refinance, quality of earnings review, due diligence or exit
- Understanding of what drives a multiple and experience helping a business improve one
- Fluent business English, spoken and written
- Ability to coach and empathize; founders and CEOs have acted on your advice
- Based in the US, Canada, the UK or Europe, with good overlap with North American business hours
- Ecommerce, DTC or CPG experience strongly preferred
- Experience with contribution margin, CAC and payback, cohorts, inventory and cash conversion, Shopify and Amazon strongly preferred
- CPA, CA, ACCA or CFA, or an MBA
- Experience running a weekly operating cadence (EOS, scorecards, L10s or similar)
- Experience coaching or managing analysts and accountants
Benefits
- Senior-level pay benchmarked to your market
- Partnership model with upside growing with the clients you serve
- Fully remote work
- A team underneath you and an operating system to run with every client
- Generous vacation and time-off policies
- Company-wide shutdown between Christmas and New Year
- A real path to partner
Job title
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Experience level
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Degree requirement
No Education Requirement
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