Job Title

Aligned Impact is a boutique fractional CFO and strategic finance firm built for conscious companies scaling with integrity. We work with wellness and CPG brands in the $500K-$5M revenue range, the founders who care as much about their ingredients as their income statements.Our team brings financial clarity, operational strategy, and systems thinking to businesses navigating the messy middle of growth, helping them make confident decisions without compromising their values. We're a small, tight-knit team and we operate on a simple belief: doing right by people is the competitive advantage, not a tradeoff against results.Job DescriptionWe're looking for a resourceful, AI-fluent operator with solid financial foundations who can help our founder deliver exceptional client work across a growing portfolio of conscious wellness and CPG brands.This isn't a pure analyst seat. This is a right-hand role to our Strategic CFO, where you'll blend financial fluency with client delivery coordination, meeting prep, follow-up execution, and AI-assisted deliverable creation. Think of it as the person who handles 80% of the operational and analytical lift so our CFO can focus on the 20% of strategic complexity that moves the needle.The best small businesses run on people who can move fluidly between thinking and doing, between analysis and action, between building the model and sending the email. If that kind of range comes naturally to you, and you use AI tools like Claude to multiply your effectiveness every day, this role was designed for you.Contract Position: This is a remote, independent contractor engagement, not an employee position. You'll invoice monthly and manage your own schedule within agreed-upon availability windows.What You'll DoCore Responsibilities:Build and adapt financial models for CPG/e-commerce businesses (forecasting, margin analysis, scenario planning) using AI-assisted workflowsCreate founder-friendly dashboards, reports, and presentation materialsConduct ad-hoc financial analysis responding to strategic questionsCollaborate with the Strategic CFO and Operations team to keep 5+ active client engagements moving forwardPrepare materials and agendas for client meetings (financial summaries, talking points, status updates)Draft follow-up emails and action item recaps after client calls using meeting transcripts and AI toolsSupport in organizing and moving client projects forward across ClickUp and Google DriveUse AI tools daily to enhance analysis speed, communication quality, and deliverable outputProject Examples:Shopify sales data turned into a margin analysis by product and channel with strategic recommendations (built with AI support, verified with your own financial judgment)Preparing a client-ready cash flow scenario for an upcoming advisory meetingMulti-scenario growth forecasting for product line expansion decisionsGathering client information from multiple platforms into a single coherent brief before a CFO meetingReviewing a Grain meeting transcript, extracting action items, drafting a follow-up email, and updating ClickUp with relevant notesYour Experience & SkillsRequired:Financial foundations: You understand P&L analysis, margin calculations, forecasting logic, and general business financials. You don't need to be a CPA, but you need to know what a healthy gross margin looks like and why it matters.AI fluency: You use Claude or similar tools for real analytical and operational work, not just content generation. You can prompt AI to build a financial model, draft a client communication, or structure a deliverable, and then you verify the output with your own judgment.Operational range: You're comfortable moving between financial analysis, client communication, meeting prep, and project coordination in the same day, and you see that versatility as a strength, not a burden.Clear communication: You can write a follow-up email a founder actually wants to read. You translate complexity into clarity.Independent work style: Proactive, resourceful, and comfortable working with limited direction once you understand the context and expectations.Highly Valued:CPG, e-commerce, or Shopify business knowledgeExperience with QuickBooks, Shopify analytics, or inventory management platformsExperience working with dashboard and visualization tools (Google Sheets, Power BI, Tableau)Prior work with mission-driven, wellness, or purpose-led brandsUnderstanding of DTC subscription and retention economicsExperience supporting a senior leader or executive with meeting prep and follow-throughWhat 'AI-Fluent' Actually Means HereYou can:Use AI to analyze financial data, draft client communications, and generate deliverables (not just format spreadsheets)Validate AI outputs against financial logic, business context, and professional communication standardsUse our resources and frameworks to build repeatable AI-assisted workflows, including creating prompts and Claude skills, that combine human judgment with AI processingArticulate your process clearly (showing your thinking, not just AI output)We're not expecting AI development, custom integrations, or advanced technical skills. Just smart, daily use of available tools to multiply your effectiveness.What You GetImmediate:Rate: $4555 CAD/hour based on experience and AI workflow maturityFlexibility: Remote, async-first (we use ClickUp, Claude, and Zoom for structured communication)Meaningful work: Real impact on mission-driven founders building businesses that matterDevelopment:Mentorship from Siri Amrit Khalsa, CMA (fractional CFO with 20+ years of strategic finance and systems thinking)Exposure to diverse CPG business models and growth challengesExperience building and using custom frameworks and analytical IPPotential evolution into a senior Client Delivery or FP&A role as the firm scalesCulture:Values-integrated operations where doing right by people is the competitive advantageA team that cares about whole humans, not just output'Sitting on same side of table' collaboration philosophyClear is kind, unclear is unkind communication standardTime CommitmentInitial Phase (Months 13): 1520 hours/week averageGrowth Phase (Months 4+): 2030 hours/week based on client load and your capacityFlexibility: Variable week-to-week based on project demands (some weeks lighter, some heavier)How to ApplyStep 1: Submit Your ApplicationApply directly through LinkedIn. Well reach out if we think youd be a good fit!Step 2: Written/Video ResponseQualified applicants will receive a direct invitation to share more about themselves and their experience using AI in financial work through a written or video response (your choice).Step 3: ConversationQualified candidates will be contacted for a conversation to explore mutual fit, values alignment, and how you think about financial work and client delivery.Step 4: Paid Practical Assessment ($175 CAD, approximately 3-4 hours)Candidates moving forward will receive a practical scenario that blends financial analysis with client delivery coordination. We strongly encourage and expect AI tool usage throughout the assessment. We're evaluating your thinking quality, AI usage effectiveness, financial reasoning, communication clarity, and operational judgment.This compensates your time and lets both of us assess fit before committing.Our Values (How We Actually Operate)We filter every decision through five core principles:Holistic Humanity - People First, Always. We lead and work with full-spectrum humans, not just roles or titles. Behind every dashboard is a dream. Behind every deliverable is a person with needs, edges, and stories.Shared Commitment - We Walk Beside You, Not For You. Transformation is a partnership. We hold the container with skill, care, and rigor, but the journey is yours to walk.Proactive Boldness - Courage Over Comfort. We lead with intention, not fear. We ask questions, stay curious, and step into discomfort when it's needed.Mutual Abundance - We Rise Together. True success uplifts everyone it touches. This isn't about extraction, it's about expansion.Enduring Impact - Play the Long Game. We build for what lasts. Our decisions prioritize sustainability, not just speed.If these resonate, we want to hear from you.Questions Before Applying?Email . We respond to thoughtful inquiries.Not sure you check every box? Apply anyway. We care more about how you think and how you learn than whether your resume perfectly matches a list of requirements. If your AI skills are still developing, that's completely fine. We have frameworks and workflows already built that we'll train you on, and we're invested in helping the right person grow into full AI fluency on the job. If you're resourceful, curious, and excited about this role, we want to hear from you.We're reviewing applications on a rolling basis and hiring as soon as we find the right fit.Aligned Impact is committed to building a diverse, inclusive team. We encourage applications from people of all backgrounds, experiences, and perspectives.