FinStrat Management, Inc.

Sales Development Rep

• Prospect and identify new business opportunities through targeted cold outreach, including personalized email campaigns and multi-touch sequences.
• Qualify inbound and outbound leads to assess fit and intent, then set and participate in discovery and introductory meetings with our Chief Revenue Officer and team.
• Attend and actively participate in industry conferences, networking events, and trade shows to generate pipeline and build brand awareness.
• Maintain accurate and up-to-date records of all prospect activity, pipeline status, and communications through customer relationship management best practices.
• Collaborate with Marketing to refine messaging, optimize outreach sequences, and provide feedback from prospect conversations.
• Consistently meet or exceed monthly and quarterly targets for outreach activity, qualified opportunities created, and meetings set.
• Stay current on the tech industry and startup trends, competitive landscape within venture-backed companies, and sales tool and product developments to engage prospects in an efficient and credible manner.

Sales Development Representative

Financial Planning and Analysis

• 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

Chief Financial Officer

Accountant

• Assist monthly financial close and related activities for clients
• Account analysis and reconciliation
• Invoice client’s customers and manage client accounts receivables
• Process client’s accounts payable including approval workflows
• Communicate and reporting to tax agencies
• Address client and 3rd party inquiries
• Ad hoc analysis and reporting
• Ensure assignments meet the firms’ quality standards
• Identify and communicate engagement matters to clients, managers and partners
• Provide five-star client service

Staff Accountant

Accounting Manager

• Leadership of FSM staff accountants; planning, directing, and coordinating all accounting operational functions for clients
• Take ownership of the monthly financial close, reconciliation of accounts and G/L analysis for clients (key accounts such as revenue, unearned revenue, and accrued expenses)
• Prepare month-end reporting package with financial statements and variance analysis for clients
• Review and ensure journal entries are posted accurately
• Review and ensure client GL accounts are accurately reconciled
• Manage clients’ back office finance functions (e.g., A/R, A/P, payroll, etc.)
• Assess clients’ current account operations, make recommendations for improvement and implementing new systems and processes
• Ensure deliverables meet the firm’s quality standards
• Identify and communicate engagement matters to clients, managers and partners
• Provide five-star client service

Senior Accounting Manager

Bookkeeper

• Assist monthly financial close and related activities for clients
• Account analysis and reconciliation
• Invoice client’s customers and manage client accounts receivables
• Process client’s accounts payable including approval workflows
• Address client and 3rd party inquiries
• Ensure assignments meet the firms’ quality standards
• Provide five-star client service