Fractional Director of Finance

Advanced Agent Marketing operates a lead generation business for financial advisors, connecting pre-retirees with advisory appointments on a pay-per-qualified-appointment model. The company has passed $1M per month in revenue and is targeting significant further scale.

The fractional Director of Finance will serve as the primary financial thought partner to the founders and COO, covering the full scope of FP&A, financial strategy, unit economics analysis, cash flow management, and accounting operations. The role includes preparing investor-ready materials and supporting pricing and margin initiatives across multiple business units.

• Own financial strategy and FP&A across all business units
• Build and maintain financial models covering actuals, forecasting, scenario planning, and cash flow
• Analyse unit economics including CAC, LTV, contribution margin, and blended ROAS
• Deliver weekly performance insights directly to leadership
• Manage cash flow planning and capital allocation decisions
• Run end-to-end accounting operations and financial reporting across multiple entities
• Support pricing, margin, and efficiency initiatives, and prepare investor-ready materials as required

• Proven expertise in financial modelling, forecasting, and scenario planning
• Strong command of unit economics and growth levers in a performance marketing or high-growth environment
• Direct experience working with founders and operators in a hands-on advisory capacity
• Advanced proficiency in Excel and Google Sheets
• Ability to translate financial data into clear, actionable decisions
• Availability during Eastern Standard Time business hours

Advanced Agent Marketing is a growth-stage lead generation company serving financial advisors across the United States. The business advertises to Americans approaching retirement and is compensated per qualified appointment booked, having recently surpassed $1M per month in revenue.