Controller
About the job
- At least 7 years of experience in accounting roles at United States-based companies.
- Prior experience managing 5–10 or more clients at a startup-focused accounting firm is preferred.
- Proficiency collaborating across Google Sheets, Google Docs, Slack, and Zoom.
- Ability to use bookkeeping software such as QuickBooks Online or NetSuite and financial operations software such as Ramp, Gusto, Stripe, or Mercury.
- Ability to switch between individual and collaborative projects quickly and accurately.
- Ownership mentality, coachability, bias to action, and integrity.
- A CPA is preferred.
- Lead client accounting engagements and manage all aspects of clients’ accounting functions to ensure accurate and timely financial reporting.
- Develop, document, and continuously improve finance processes, controls, and operational efficiency.
- Prepare and review monthly financial statements, including balance sheets, income statements, and cash flow statements, within seven business days of month-end.
- Provide ongoing financial reporting, track key performance indicators, provide strategic insights into business performance, and proactively manage cash flow for clients.
- Support clients through fundraising processes, including data room preparation, communication with external financing partners, and ongoing fundraising needs.
- Collaborate with tax partners to provide information necessary for quarterly estimates and annual corporate tax filings.
- Manage Velo’s financial operations team, which performs weekly bookkeeping categorization and reconciliation, and manage client communications to ensure accurate categorization of vendors and expenses.
- Ensure clients use the appropriate financial technology stack and manage implementation and day-to-day use of selected tools.
- Prior experience managing 5–10 or more clients at a startup-focused accounting firm.
- CPA.
About the company
Velo CFO provides specialized financial services for startups and established companies, focusing on cash flow forecasting, expense budgeting, and fundraising diligence. Its team builds financial data rooms, drafts investor-ready business narratives, and develops go-to-market models to guide capital allocation and identify high-ROI customer segments. By breaking expenses down to vendor and department levels, Velo CFO helps executives forecast spending, spot cost reductions, and make informed decisions. Its differentiator is the combination of seasoned professionals with real-world industry experience and a comprehensive, tailor-made suite of financial solutions designed to support fundraising, budgeting, and strategic growth. The company’s goal is to help clients manage their finances efficiently, optimize resource allocation, and improve ROI through clear financial planning and credible investor storytelling.
Company Size
11-50
Company Stage
N/A
Total Funding
N/A
Headquarters
New York City, New York
Founded
2023
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Simplify's Take
What believers are saying
- Four Ashby openings in September 2026 show active hiring across accounting and CFO roles.
- Austin and remote roles suggest expanding delivery capacity beyond New York headquarters.
- September 2026 site copy targets AI-era startups, matching current founder demand.
What critics are saying
- No disclosed funding and only 444 LinkedIn followers weaken brand power against larger firms.
- Pilot, Bench, and QuickBooks-based finance stacks commoditize monthly accounting and cash forecasting.
- AI finance copilots will erode manual model-building, threatening the core advisory margin by 2027.
What makes VeloCFO unique
- Founded 2023, VeloCFO bundles fractional CFO, accounting, AR/AP, and financial operations.
- It builds investor data rooms, narrative decks, and GTM models for fundraising.
- Website claims clients have raised over $6 billion, signaling fundraising specialization.
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Benefits
- Flexible Work Hours
- Hybrid Work Options