Published 2026-04-23
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 $500 K-$5 M 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 Description
We'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 Do
Core Responsibilities:
Build and adapt financial models for CPG/e-commerce businesses (forecasting, margin analysis, scenario planning) using AI-assisted workflows
Create founder-friendly dashboards, reports, and presentation materials
Conduct ad-hoc financial analysis responding to strategic questions
Collaborate with the Strategic CFO and Operations team to keep 5+ active client engagements moving forward
Prepare 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 tools
Support in organizing and moving client projects forward across Click Up and Google Drive
Use AI tools daily to enhance analysis speed, communication quality, and deliverable output
Project 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 meeting
Multi-scenario growth forecasting for product line expansion decisions
Gathering client information from multiple platforms into a single coherent brief before a CFO meeting
Reviewing a Grain meeting transcript, extracting action items, drafting a follow-up email, and updating Click Up with relevant notes
Your Experience & Skills
Required:
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 knowledge
Experience with Quick Books, Shopify analytics, or inventory management platforms
Experience working with dashboard and visualization tools (Google Sheets, Power BI, Tableau)
Prior work with mission-driven, wellness, or purpose-led brands
Understanding of DTC subscription and retention economics
Experience supporting a senior leader or executive with meeting prep and follow-through
What \"AI-Fluent\" Actually Means Here
You 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 standards
Use our resources and frameworks to build repeatable AI-assisted workflows, including creating prompts and Claude skills, that combine human judgment with AI processing
Articulate 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 Get
Immediate:
Rate: $45–55 CAD/hour based on experience and AI workflow maturity Flexibility: Remote, async-first (we use Click Up, Claude, and Zoom for structured communication)
Meaningful work: Real impact on mission-driven founders building businesses that matter
Development:
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 challenges
Experience building and using custom frameworks and analytical IP
Potential evolution into a senior Client Delivery or FP&A role as the firm scales
Culture:
Values-integrated operations where doing right by people is the competitive advantage
A team that cares about whole humans, not just output
\"Sitting on same side of table\" collaboration philosophy
Clear is kind, unclear is unkind communication standard
Time Commitment Initial Phase (Months 1–3): 15–20 hours/week average Growth Phase (Months 4+): 20–30 hours/week based on client load and your capacity
Flexibility: Variable week-to-week based on project demands (some weeks lighter, some heavier)
How to Apply
Step 1: Submit Your Application
Apply directly through Linked In. We’ll reach out if we think you’d be a good fit!
Step 2: Written/Video Response
Qualified 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: Conversation
Qualified 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.
