Personal CFO — Finance System Quarterback
Worldwide
I'm an American entrepreneur based in Amsterdam running two companies — a venture-backed consumer startup and a lifestyle/events brand. I travel constantly, operate across U.S. and Dutch jurisdictions, and my job is high-leverage decisions. I have specialists in place: a U.S. CPA and a Dutch tax advisor. I don't need more experts. I need someone to run the system around them — coordinating inputs, tracking outputs, and making sure nothing falls through the cracks. This role exists to free up my time and attention. You own the finance operating system so I don't have to. The role Monthly (30 minutes of my time): Deliver a one-page dashboard — cash position, reserve status, spending vs. plan, any flags. I review, decide, move on. Quarterly (60–90 minutes): Run a structured review. Spending, tax reserves, compensation, net worth, upcoming major expenses. You prepare everything. I leave with no more than 3–5 decisions. Ongoing: Coordinate with my U.S. CPA, Dutch tax advisor, and bookkeeper. Make sure deadlines are met, documents are gathered, and I'm never surprised by a tax bill or a gap in records. What I'm looking for • Experience supporting founders or executives — you understand how this type of person thinks and what they actually need • Systems builder — you don't just respond to requests, you build and maintain the infrastructure • Cross-border familiarity — you don't need to be the expert, but you need to know how to manage experts across U.S. and EU jurisdictions • Proactive communicator — you surface issues before I ask • Low-friction — the whole point is that this takes as little of my time as possible Engagement Part-time, ongoing. Estimated 3–5 hours/month with seasonal spikes around tax deadlines and quarterly reviews. Treat this like a small business engagement — because that's exactly what it is.
- Hours to be determinedHourly
- 6+ monthsDuration
- IntermediateExperience Level
$50.00
-
$150.00
Hourly- Remote Job
- Ongoing projectProject Type
Skills and Expertise
Activity on this job
- Proposals:50+
- Last viewed by client:2 days ago
- Interviewing:3
- Invites sent:16
- Unanswered invites:10
About the client
- United StatesNew Canaan3:26 AM
- $124K total spent110 hires, 35 active
- 2,563 hours
- Mid-sized company (10-99 people)
Explore similar jobs on Upwork
How it works
Create your free profileHighlight your skills and experience, show your portfolio, and set your ideal pay rate.
Work the way you wantApply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
Get paid securelyFrom contract to payment, we help you work safely and get paid securely.
About Upwork
- 4.9/5(Average rating of clients by professionals)
- G2 2021#1 freelance platform
- 49,000+Signed contract every week
- $2.3BFreelancers earned on Upwork in 2020
Find the best freelance jobs
Growing your career is as easy as creating a free profile and finding work like this that fits your skills.
Trusted by