Chief Financial Officer

FinStrat Management, Inc.; Temple (GA); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Flexible schedule

Unlimited vacation

Insurance

Education & training

Bonuses & profit-sharing

Job summary

FinStrat Management, Inc. seeks a client-facing Chief Financial Officer to lead virtual CFO engagements for SaaS clients and drive scalable growth. You will shape growth strategy, set financial policies, and ensure accurate data for budgeting, forecasting, and closing processes.

Ideal candidates have 10+ years in senior financial roles within SaaS, strong metrics knowledge, and experience fundraising at growth companies. Flexible work, strong leadership, and client communication are essential.

Qualifications

• 10+ years of financial experience with recent CFO or VP of Finance at a growing SaaS or software company.
• Strong understanding of software revenue recognition and SaaS metrics.
• Experience leading fundraising efforts at a growth-stage company.

Responsibilities

• Manage FSM client engagements as a virtual Chief Financial Officer.
• Provide insights on growth strategy and financial implications of major decisions.
• Implement controls, policies, and systems for data, budgeting, forecasting, and closing.
• Lead financial transactions including financing, acquisitions, and partnerships.
• Oversee client stock options, commission, and benefit plans.
• Direct and mentor FSM staff assigned to client engagements.
• Ensure deliverables meet FSM’s quality standards and timelines.

Skills

Leadership

Client management

Strategic financial planning

Communication

Problem-solving

Education

Bachelor’s degree in Accounting or Finance

CPA preferred but not required

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