Chief Financial Officer

FinStrat Management, Inc.; Brookhaven (GA); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Flexible work schedule

Unlimited vacation

Medical, dental, and vision insurance

Ongoing education and training

Bonuses and profit-sharing

Job summary

FinStrat Management, Inc. seeks a client-facing Chief Financial Officer to lead financial strategy and client engagements for a growing SaaS company and its clients.

You will build teams, implement best practices, and scale finance operations, including reporting, planning, and fundraising efforts in a fast-paced environment.

Qualifications

• 10+ years of financial experience with recent 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 leading fundraising efforts at a growth-stage company.
• Experience implementing and optimizing processes and infrastructure to enable scale.

Responsibilities

• Manage FSM client engagements as a virtual Chief Financial Officer.
• Provide growth strategy insights and financial implications of major business decisions.
• Implement controls, frameworks, policies and systems for data across clients’ business and financial planning.
• Analyze clients’ financial results with respect to profits, trends, and budgets.
• Present insights on financial results with narrative on variances, trends, and metrics.
• Lead execution of financial transactions including financing, acquisitions, facilities, and partnerships.
• Manage cash, debt facilities to maintain liquidity for growth.
• Collaborate with clients’ CRO and sales on contracts and processes.
• Liaise between clients and outside legal counsel.
• Oversee stock option, commission, and benefit plans.
• Direct FSM staff assigned to client engagements and ensure deliverables meet quality standards.
• Provide five-star client service.

Skills

Leadership

Client engagements

Communication

Organizational skills

Attention to detail

Problem-solving

Multitasking

Education

Bachelor's degree in Accounting or Finance

CPA (preferred)

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