FinStrat Management, Inc.

Chief Financial Officer

FinStrat Management, Inc.

full-time

Posted on:

Location Type: Remote

Location: Maryland • United States

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Job Level

Lead

About the role

  • 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

Requirements

  • 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
  • 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
  • Flexible work schedule
  • Unlimited vacation
  • Medical, dental, and vision insurance
  • Ongoing education and training
  • Bonuses and profit-sharing

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial analysisfinancial planningbudgetingforecastingrevenue recognitionSaaS metricsprocess optimizationfundraisingfinancial transactionsdata analysis
Soft skills
leadershipclient servicecollaborationcommunicationstrategic insightproblem-solvingnarrative presentationteam managementquality assurancerelationship management
Certifications
CPABachelor's degree in AccountingBachelor's degree in Finance