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Role description

Chief Financial Officer

PitchAgent logoPitchAgent
TypePart-time
WorkplaceRemote
SeniorityDirector / Executive
LocationPalo Alto, CA
Posted4/5/2026
Finance

Job Description: Chief Financial Officer (CFO) for NeedleAI

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NeedleAI is an innovative startup specializing in AI-driven fundraising evaluations and content generation, is seeking a seasoned Chief Financial Officer (CFO) to join our dynamic team. As we embark on our fundraising journey, we need a strategic leader with robust financial expertise and VC and Angel Investors connections to steer our financial planning, record-keeping, and reporting.

Key Responsibilities:

  • Assist with Fundraising:
  • Play a pivotal role in fundraising efforts, leveraging industry connections and expertise.
  • Develop and execute a comprehensive fundraising strategy.
  • Engage with venture capitalists, investors, and partners to secure funding.

VC Connections:

  • Utilize existing relationships with venture capitalists and financial institutions.
  • Expand the network to include influential contacts beneficial for NeedleAI’s growth.
  • Represent NeedleAI in financial and investment communities.

Financial Planning and Strategy:

  • Lead financial planning, budgeting, and investment strategies to support NeedleAI’s objectives.
  • Assess and analyze various growth scenarios and business opportunities.
  • Implement effective and robust financial systems and processes.

Record-Keeping and Reporting:

  • Ensure accurate and timely financial and managerial reporting.
  • Oversee the preparation of monthly, quarterly, and annual financial statements.
  • Maintain records of investments, expenditures, and cash flow.

Financial Analysis:

  • Conduct regular financial analysis to determine profitability, liquidity, and solvency.
  • Provide strategic recommendations based on financial data and market trends.
  • Identify areas for cost reduction and operational improvements.

Supervision of Finance Unit:

  • Oversee the finance department to ensure optimal performance.
  • Guide and develop a team of finance professionals.
  • Foster an environment of continuous improvement and professional growth.

Chief Financial Spokesperson:

  • Serve as the primary financial contact for the organization.
  • Communicate with stakeholders, board members, and external partners regarding NeedleAI’s financial strategy and performance.
  • Ensure regulatory compliance and maintain positive relationships with financial institutions.

Qualifications:

  • Proven experience as CFO, finance officer, or relevant role, preferably in a startup or technology-driven business.
  • Strong understanding of corporate financial law and risk management practices.
  • Excellent knowledge of data analysis, forecasting models, and financial software.
  • Bachelor's degree in Accounting, Finance, or relevant field; a CPA or CFA is a plus.
  • Demonstrated leadership ability, team management, and interpersonal skills.
  • Excellent communication and presentation skills.
  • Strong problem-solving and creative skills with the ability to exercise sound judgment and make decisions based on accurate and timely analyses.

What NeedleAI Offers:

  • An opportunity to be part of an innovative startup transforming the fundraising landscape.
  • A collaborative and inclusive work environment.
  • Competitive compensation, including equity options.
  • A chance to grow and lead in a dynamic industry.

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Company info

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PitchAgent

PitchAgent is a game-changer in fundraising, offering advanced AI grading and feedback. Expertly trained through both supervised and unsupervised learning, it evaluates pitches against key success factors such as clarity, market analysis, and financial viability. It learns from expert-annotated examples to grade and provide insightful feedback on what constitutes an effective pitch. Additionally, PitchAgent uncovers subtle language patterns correlated with fundraising success through its independent pattern recognition. Enhanced by transfer learning from broad language datasets, it excels in understanding context and nuances. With regular updates, PitchAgent stays ahead in identifying the latest trends and strategies, making it an essential tool for creating, grading, and refining successful fundraising materials. .

Under 5 employeesAI-product
HQPalo Alto, US
Unlock human wisdom
ThesisTermsPrivacy
Size
4 employees
IndustrySoftware Development
Tech stackpython, tensorflow, amazon-web-services, pitchbook, pytorch

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