The Role FinStrat Management (“FSM”) is seeking a motivated individual to join our team as a client-facing Chief Financial Officer. This is a great opportunity to build a team, implement best practices, and help scale both our company and our clients. Responsibilities
- Manage FSM client engagements as a virtual Chief Financial Officer
- Provide insight and recommendations related to clients’ growth strategy, as well as input regarding the financial implications of major business decisions
- Implement controls, frameworks, policies and systems that capture and utilize timely and accurate data across clients’ business, as well as financial planning, budgets, forecasting and closing processes
- Analyze clients’ financial results with respect to profits, trends, cost and compliance with budgets
- Present and provide insight on financial results with a narrative on results, variances to plan, trends, and key metrics
- Provide leadership in the execution of financial transactions, including financing, acquisitions, facilities, and partnerships
- Manage cash utilization, and debt facilitates to maintain a strong foundation of liquidity for clients’ growth
- Collaborate with clients’ CRO and sales team on contracts and contract processes
- Serve as a liaison between clients and their outside legal counsel
- Oversee clients’ stock option, commission, and benefit plans
- Direct and support FSM staff assigned to client engagements
- Ensure deliverables meet FSM’s quality standard
- Provide five-star client service Job Requirements Professional background
- 10+ years of financial experience with recent experience as CFO or VP of Finance at a growing SaaS or software company
- Solid understanding of software revenue recognition, SaaS metrics, and associated best practices
- Success implementing and optimizing process, procedures, and infrastructure to enable scale and support growth (organic and inorganic)
- Experience in leading fundraising efforts, ideally at a growth stage company Soft Skills
- Capable, confident leader
- Ability to handle multiple client engagements simultaneously
- Commitment and ability to meet critical business deadlines
- Self-starter with strong organizational skills
- Exceptional attention to detail
- Excellent research and problem-solving skills
- Strong communication and social skills
- Able to receive constructive feedback
- Comfortable working in a dynamic environment Education
- Bachelor’s degree in Accounting or Finance is required
- CPA preferred but is not required (the company will reimburse exam costs following successful completion) Benefits and Perks
- Compensation commensurate with experience
- Flexible work schedule
- Unlimited vacation
- Medical, dental, and vision insurance
- Ongoing education and training
- Bonuses and profit-sharing
