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 RequirementsProfessional 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
#J-18808-Ljbffr
