Role Title: Controller / Finance Leader
Company: AlterCall
Reporting to: Ryan Blair
Employment Type: Full time contract to hire
Location: Remote (U.S.-based preferred)
The Mission (What do you need to get done?)
As Controller at AlterCall, your mission is to take full ownership of our internal finance and planning function while also serving as a fractional finance advisor to our portfolio of clients. You will step into a strategic, high-velocity environment where your work will free up executive bandwidth, optimize financial processes, and elevate our advisory capabilities across client accounts.
You will:
Own and optimize all internal financial operations (payroll, reporting, budgeting, cash flow forecasting).
Support the CEO and leadership team with financial planning, analysis, and strategic insight.
Build and maintain dynamic business models in Excel and other fintech systems to guide internal and client-facing decisions.
Develop investor-ready models and decks; support capital raising strategy and investor relations.
Consult directly with clients on financial and operational challenges (modeling, growth strategy, fundraising readiness).
Create scalable systems and dashboards to measure financial health for AlterCall and clients.
Eventually lead and grow a small finance team under your direction.
The Outcomes (What does success look like?)
In the first 90-180 days, success looks like:
Transitioned Ownership: Taken over all current financial duties from Anne (payroll, monthly close, invoicing, planning).
Model-Driven Culture: Built or improved financial models for at least 3 client companies.
Executive Enablement: Saved the CEO 5–10 hours/month by becoming a trusted operator.
Client Impact: Billed out on at least one client project per quarter to drive revenue offset.
Fundraising Ready: Built 2+ investor-facing models or decks to support client capital raises.
System Uplift: Implemented or optimized 1-2 key fintech/AI finance tools for automation and insights.
The Competencies (Who will crush it in this role?)
You’re an elite financial athlete who thrives in fast-paced, high-impact environments. You're fueled by growing quickly and learning about new industries and business models.
You bring:
Management Consulting DNA – Former experience at a top-tier consultancy or high-growth advisory shop.
World-Class Modeling Chops – You build complex, driver-based financial models in your sleep.
Extreme Ownership – You act like a founder when it comes to responsibility, urgency, and pride.
Startup-Fintech Savvy – You understand early-stage company finance inside and out, especially in AI and fintech verticals.
Investor IQ – You’ve worked directly on fundraising strategies, investor relations, or diligence support.
Client-Facing Acumen – You can switch from CFO mode to advisor mode, quickly building trust and adding value.
Tech Stack Fluency – Strong with Excel, Notion, QuickBooks/Xero, AirTable, AI dashboards, FP&A tools, and beyond.
Why This Role Rocks
You’ll shape the financial foundation of a company that’s transforming leadership and entrepreneurship.
You’ll accelerate your career by working side-by-side with visionary founders and operators.
You’ll have client-facing exposure to scale your influence and income potential.
You’ll be joining a team that values precision, speed, and soul.