Chief Financial Officer

FinStrat Management, Inc.; Epworth (GA); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Flexible schedule

Unlimited vacation

Medical, dental, and vision insurance

Profit-sharing

Job summary

FinStrat Management seeks a client-facing Chief Financial Officer to lead financial strategy for FSM clients. This role requires steering growth, implementing scalable processes, and delivering five-star client service across engagements.

Ideal candidate has 10+ years in finance, CFO/VP Finance experience in SaaS, and strong knowledge of software revenue recognition. CPA preferred but not required; company supports ongoing education and flexible work.

Qualifications

• 10+ years of financial experience with CFO/VP Finance in SaaS.
• Solid understanding of software revenue recognition and SaaS metrics.
• Experience scaling processes and fundraising at growth-stage companies.

Responsibilities

• Manage client engagements as virtual CFO for FSM clients, providing strategic financial leadership.
• Analyze and present financial results with narrative on variances, trends and metrics.
• Implement controls, policies and systems to capture timely, accurate data across clients.
• Lead financial transactions including financing, acquisitions, and partnerships.
• Support client CROs on contracts and related processes; liaison with outside counsel.
• Oversee stock option, commission and benefit plans for clients.

Skills

Leadership

Client engagements

Financial analysis

Cash management

Strategic planning

Communication

Education

Bachelor's in Accounting or Finance

CPA preferred

Tools

Finance systems

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