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Chief Financial Officer (Remote)

Role overview

Summary

This role is for a client-facing Chief Financial Officer at FinStrat Management, focused on managing client engagements and providing strategic financial insights. You will implement best practices and support the growth of both the company and its clients.

Qualifications

  • 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.
  • Experience in leading fundraising efforts, ideally at a growth stage company.
  • Bachelor’s degree in Accounting or Finance.
  • Preferred: CPA preferred but not required.

Responsibilities

  • Manage FSM client engagements as a virtual Chief Financial Officer
  • Provide insight and recommendations related to clients’ growth strategy
  • Implement controls, frameworks, policies and systems for financial planning and reporting
  • Analyze clients’ financial results with respect to profits, trends, and compliance with budgets

Key facts

Hard skills

Other skills

  • Leadership
  • Budgeting
  • Forecasting
  • Communication
  • Organizational Skills
  • Problem Solving
  • Detail Oriented
  • Time Management

About the company

FinStrat Management, Inc. logo

FinStrat Management, Inc.

  • Accounting, Audit & Tax
  • Startup
  • 11–50
FinStrat Management provides accounting, finance and reporting services for B2B SaaS, investor backed companies, angels, family offices, RIAs, and VCs.

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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)

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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