FinStrat Management
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
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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
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