Chief Financial Officer
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 facilities 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 companySolid understanding of software revenue recognition, SaaS metrics, and associated best practicesSuccess 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 companySoft Skills
Capable, confident leaderAbility to handle multiple client engagements simultaneouslyCommitment and ability to meet critical business deadlinesSelf-starter with strong organizational skillsExceptional attention to detailExcellent research and problem-solving skillsStrong communication and social skillsAble to receive constructive feedbackComfortable working in a dynamic environmentEducation
Bachelor's degree in Accounting or Finance is requiredCPA preferred but is not required (the company will reimburse exam costs following successful completion)Benefits and perks
Compensation commensurate with experienceFlexible work scheduleUnlimited vacationMedical, dental, and vision insuranceOngoing education and trainingBonuses and profit-sharing