Chief Financial Officer (Remote)

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.

• →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

• 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

• 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

• Bachelor’s degree in Accounting or Finance is required
• CPA preferred but is not required (the company will reimburse exam costs following successful completion)