Fundraising Data Room Finance Section (Excel)

About this task

This Series B accounting software company for e-commerce sellers (51–200 employees) is looking for a director Fractional CFO for a single piece of work with a fixed scope and a fixed price. Finance folder an investor expects: historicals, projections, cap table summary and key policies.

A fresh pair of experienced eyes is needed, and the result is a document or file the team can use straight away. It operates in regulated payments and lending, so a written trail for every decision matters.

The work is fully remote. Any location in Canada works, with a few hours of overlap with the team's day. You choose your hours; nothing is scheduled except an occasional short call.

What you deliver

• Assemble the finance section of the Series A data room, flag gaps, and write the 2-page financial summary.
• One round of edits after the company's review is included
• The finished deliverable in the agreed file format, with sources and assumptions listed
• A final note stating what was checked and what was left out of scope

How the work runs

• Day 1: kickoff call and access to the files
• Days 2 to 10: the work, with questions answered the same day
• Last day: delivery and a short walkthrough

Duration: about 10 working days. Accepted on the company's written OK. If something is missed, you fix it in the same week at no extra charge to either side.

Tools

How you get paid

• The company prepays Deftridge before your first hour, so payment does not depend on a late invoice.
• Deftridge pays you in CAD after the company confirms the hours or the deliverable. The payment date is written in your task agreement.
• You work as an independent contractor: you report your own income, and your recruiter sends the statements your accountant needs.
• You never chase the company. Questions about money go to Deftridge.

What happens after you say you're interested

1. Within one working dayA recruiter writes to you to confirm your hours and the rate you want.
2. You agree the rateYou and the recruiter fix an exact rate inside the company's range. You decide whether to go ahead.
3. With your written OKThe company sees the anonymous profile below. Most companies answer within three working days.
4. StartYou sign the task agreement and the company's confidentiality terms through Deftridge, and begin on the date above.

What the company sees about you

First name, field, experience, tools and the hours you offer. Not your surname, your employer or your contact details.

How this rate compares

The midpoint of this range, CA$154 an hour, is above the median director Fractional CFO rate in Canada (CA$150). The shaded band is the 25th to 75th percentile of the market.

All Fractional CFO jobs in Canada · Fractional CFO rates in Canada · Finance & Accounting jobs

Questions about pay and privacy

The rules are the same for every task. Pricing explains the 15% fee, prepayment and when you are paid; How it works covers matching, what the company sees and side work next to a job.