Teams at Zeni

Serve as the outsourced CFO for a portfolio of startups and SMBs. Lead financial strategy, cash flow management, FP&A, budgeting, forecasting, modeling, KPI tracking, fundraising, debt and equity financing, board presentations, reporting, compliance, internal controls, and profitability improvements. Build trusted CEO and founder relationships while overseeing financial operations and delivering actionable insights.

Conduct high-volume outbound outreach to generate and qualify leads, research accounts, book demos for account executives, maintain CRM data, meet metrics, and support account relationships.

Manage full-cycle record-to-report accounting for multiple clients: SaaS revenue recognition, month-end close, investor reporting, covenant compliance, equity reconciliations, bank/vendor transactions, P&L analysis, and client query resolution.