Offer summary

Qualifications:

Bachelor’s degree in Accounting or Finance is required., 10+ years of financial experience, preferably as CFO or VP of Finance in a SaaS company., Solid understanding of software revenue recognition and SaaS metrics., Strong communication, organizational, and problem-solving skills..

Key responsabilities:

Manage client engagements as a virtual Chief Financial Officer.

Provide insights on clients’ growth strategies and financial implications of business decisions.

Implement financial controls, policies, and systems for accurate data utilization.

Analyze financial results and present insights on trends, variances, and key metrics.

Job description

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)