Early-stage startup (founded in 2024) operating under a CFO-as-a-Service model, providing companies with high-level financial expertise on a flexible, fractional basis. This includes everything from financial operations to investment strategy, business modeling, and decision-making support—without the need for a full-time CFO.
The company delivers a full finance “cell” to clients, working as an embedded partner across strategy, reporting, and growth initiatives. With ~USD $500K in annual revenue, the company is entering a new growth phase and growing their team.
This is a highly entrepreneurial environment offering **remote work across LatAm, high autonomy, low hierarchy, strong exposure to founders, and diverse projects across industries**—ideal for someone looking to accelerate their career beyond traditional finance paths.
**Overview**
We are looking for a more senior profile to act as an Investment Banking Associate, with stronger ownership of client relationships and project execution.
### **Responsibilities**
* Lead financial modeling and analysis for client engagements
* Own client communication and manage day-to-day relationships
* Gather requirements and translate business needs into financial solutions
* Develop strategic recommendations and financial insights
* Work closely with founders and leadership teams
**Requirements**
### **Profile**
* 3–5+ years of experience in finance (investment banking, consulting, or similar)
* Strong experience in financial modeling and client-facing roles
* Ability to structure problems and propose solutions (consultative mindset)
* Fluent English (required)
* High autonomy and ownership
**Benefits**
###
* Compensation: COP and Contractor type of hiring.
* Fully remote (LatAm)
* High-impact role with direct client exposure