About Tee Up Advisors
Tee Up Advisors is a modern fractional CFO and FP&A firm built for entrepreneurs, fast-growing service companies, and PE-backed operators who want clarity, strategy, and financial confidence.
We don’t believe in “deliverables for the sake of deliverables.”
We believe in helping business owners build enduringly profitable companies.
Founded by Bob Wang, a former Big 4 accountant, SaaS CFO, and private equity professional, Tee Up Advisors brings a high-touch, white-glove finance partnership to every client we serve. We work with companies from $3 million to $100 million in revenue, across industries that include SaaS, fintech, manufacturing, healthcare, education, professional services, and more.
We’re growing quickly, and we’re looking for someone who wants to grow with us.
FP&A Analyst (Future Fractional CFO Track)
This full-time role is designed for someone sharp, driven, and ready to accelerate. You’ll work directly with our CFO across multiple companies, getting hands-on exposure to the real work of strategic finance.
If you want to become a fractional CFO one day, this is the right environment.
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What You’ll Do
Financial Modeling & Forecasting
- Build and maintain multi-year financial models across multiple clients
- Update forecasts, scenarios, and cashflow projections
- Improve model architecture, assumptions, and clarity
Business & Financial Analysis
- Analyze revenue, margins, expenses, and operational trends
- Identify risks, opportunities, and strategic insights
- Turn raw data into actionable recommendations
Accounting Investigations
- Dive into accounting inconsistencies or errors
- Reconcile key accounts and validate data integrity
- Collaborate with client accounting teams to fix root-cause issues
Policies, Systems, & Process Support
- Develop and refine financial policies, templates, and SOPs
- Improve reporting workflows across multiple companies
- Help standardize best practices for all clients
Client Engagement & Exposure
- Join client calls and financial reviews as you grow
- Support CEOs, founders, and leadership teams
- Learn how to communicate findings in a way that moves businesses forward
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Who You Are
You’re not looking for a typical FP&A job. You’re looking for acceleration.
You likely have:
- 2 to 5 years in FP&A, audit, corporate finance, consulting, or an analytical role
- Strong understanding of accounting and financial statements
- Advanced Excel/Sheets modeling skills
- The ability to work independently with minimal instruction
- Hunger, curiosity, and ambition to grow into a strategic finance leader
Bonus if you have:
- Experience in SaaS, fintech, manufacturing, professional services, or PE environments
- Built models from scratch or cleaned up messy ones
- Hands-on work in month-end close or reconciliations
- Exposure to multi-entity or multi-client environments
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Why This Role Is Different
This is not a corporate role where you update the same template every month.
With us, you will:
- Work across 6–10 businesses
- Build real models that CEOs use
- Fix real accounting issues
- Support real strategic decisions
- Learn directly from a CFO with deep PE and multi-business experience
Your learning curve will be steep, and your impact will be immediate.
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Growth Path
This role is intentionally structured to develop you into:
- a strategic finance leader,
- a client-facing advisor, and
- ultimately, a fractional CFO.
You will learn the thinking, communication, and decision-making patterns required at that level.
Pay: $85,000.00 - $110,000.00 per year
Benefits:
People with a criminal record are encouraged to apply
Education:
Experience:
Work Location: Hybrid remote in Roseville, CA 95678
