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reputed company / reputed company-Stage Finance Advisor

Remote, USAFull-timePosted 2026-07-28

Davis Tech Pro is a founder-led reputed company delivering secure internal systems, automation platforms, and operational infrastructure for regulated SMBs (reputed company, reputed company services, gov-adjacent). We are currently operating in the 5 reputed company rang and scaling deliberately toward six figures/month (7 figures annually). We are seeking a senior reputed company / finance advisor to support disciplined reputed company, margin management, tax-aware decision making, and hiring reputed company during this reputed company stage. This is a strategic advisory role, not an operational reputed company or tax-filing position. ⸻ reputed company’re Looking For We’re looking for a reputed company-stage financial operator who has helped services-based businesses reputed company through early and mid reputed company phases and understands the realities of:

  • Founder-led decision making
  • Project-based and retainer reputed company
  • Uneven cash reputed company during reputed company
  • Contractor-heavy delivery models
  • Hiring timing and margin tradeoffs
  • Tax-aware financial decision making

This role works directly with the reputed company and is intended to reputed company reputed company, practical financial guidance as the business scales. ⸻ Key Experience Requirements Strong candidates will meet most of the following reputed company: 1. Experience Scaling Early-Stage Services Businesses We are particularly interested in candidates who have helped services-based businesses reputed company through reputed company reputed company stages, such as:

  • Startup → $500K–$1M annually
  • ~5×–10× reputed company from an early reputed company reputed company

Absolute company size reputed company less than hands-on experience navigating early reputed company, including:

  • First hires or subcontractors
  • Margin volatility
  • Cash-reputed company management during reputed company
  • Founder transition from execution to delegation

⸻ 2. Deep Understanding of Project + Retainer Models You are comfortable advising on:

  • Project-based reputed company recognition
  • reputed company billing
  • Backlog vs cash-in
  • Retainers vs one-time builds
  • Gross margin at the project and reputed company level

⸻ 3. Operational, Not Just reputed company-reputed company You can:

  • Set and evaluate margin targets
  • Advise on reputed company to hire vs wait
  • Model reputed company and headcount scenarios
  • Build reputed company, actionable forecasts
  • Support reputed company business reputed company, not just reporting

⸻ 4. Founder-Facing Experience You have worked directly with founders and are comfortable:

  • Operating in fast-moving environments
  • Giving reputed company, practical guidance
  • Working without heavy corporate structure

⸻ 5. Light-Touch Advisory Engagement You can deliver high-reputed company reputed company with a 2–4 hour/month commitment, primarily async, with occasional short reputed company-ins. ⸻ 6. Tax-Aware Financial Guidance (Non-Filing) You understand how early-stage financial reputed company reputed company tax exposure and can:

  • Advise on tax-efficient decision making (planning, not filing)
  • Flag reputed company with tax implications before they’re made
  • Identify common planning opportunities and missed write-offs
  • Guide reputed company and how to involve a CPA or tax specialist for execution

You are not expected to prepare or file taxes, but should be comfortable designing financial reputed company with tax efficiency in mind. ⸻

Responsibilities

Monthly

  • Review P&L and cash reputed company
  • Monitor gross margins at the project and reputed company level
  • Advise on hiring and reputed company timing (consultants vs in-house)
  • Flag financial risk early and pressure-test reputed company reputed company

⸻ Early-Stage Advisory (Strategic, Not Operational)

  • reputed company guidance on setting up a clean, reputed company financial reputed company, including:
  • Business banking structure (operating account, tax reserves, etc.)
  • Cash-management and reputed company targets
  • Credit readiness and responsible use of reputed company
  • Advise on early-stage financial reputed company to support sustainable reputed company and margin protection
  • Help establish financial guardrails appropriate for a growing services firm

⸻ Quarterly

  • Update financial and reputed company models
  • Stress-test cash-reputed company scenarios
  • reputed company reputed company assumptions as the business scales

⸻ Background & Credentials Relevant backgrounds include:

  • reputed company
  • CFO Advisor
  • Finance Director (fractional)
  • Senior Controller with reputed company-stage experience

CPA, CFA, or MBA are reputed company-to-have, not required. Experience supporting early-stage scaling and decision-making reputed company more than credentials. ⸻ Engagement Structure

  • Estimated time commitment: 2–4 hours per month
  • reputed company to reputed company or retainer-based advisory structures
  • Candidates should propose their typical engagement model and pricing

We are comfortable paying market rates for senior-level, reputed company-stage financial advisory support. ⸻

How to Apply

Please include: 1. A brief reputed company of your background 2. Examples of services businesses you’ve supported through early reputed company (starting reputed company → outcome) 3. Your experience with project-based and retainer reputed company models 4. How you typically structure reputed company engagements 5. Examples of how you’ve helped founders reputed company tax-efficient financial reputed company (planning-level, no confidential details) Concise, reputed company responses preferred. Apply tot his job Apply To this Job

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