Client-Facing SaaS CFO: Scale Growth & Strategy

FinStrat Management, Inc.; Bowman (GA); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Unlimited vacation

Medical, dental, and vision insurance

Bonuses and profit-sharing

Flexible work schedule

Ongoing education and training

Job summary

FinStrat Management, Inc. is seeking a client-facing Chief Financial Officer to lead virtual CFO engagements for our SaaS client base.

You will drive growth strategies, provide financial insight on major decisions, and implement robust controls and forecasting processes to scale client operations. You will oversee fundraising efforts, optimize revenue recognition, manage liquidity and debt facilities, and collaborate with CROs and sales teams on contract matters.

Qualifications

• ~10+ years of financial experience with CFO/VP of Finance roles in growing SaaS/software companies.
• Strong understanding of software revenue recognition and SaaS metrics.
• Experience scaling processes, procedures and infrastructure to enable growth (organic and inorganic).
• Experience leading fundraising efforts at growth-stage companies.

Responsibilities

• Lead FSM client engagements as a virtual Chief Financial Officer.
• Provide insights on growth strategy and financial implications of major business decisions.
• Implement controls, frameworks, policies, and systems for timely data, budgeting, forecasting and closing processes.
• Analyze client financial results for profits, trends, costs and budget compliance.
• Present insights with narratives on results, variances, trends and key metrics.
• Lead financial transactions including financing, acquisitions, facilities, and partnerships.
• Manage liquidity and debt facilities to support client growth.
• Collaborate with client CROs and sales on contracts and processes.
• Liaise between clients and external legal counsel.
• Oversee stock option, commission and benefit plans for clients.
• Direct and support FSM staff on client engagements.
• Ensure deliverables meet FSM’s quality standards and deliver five-star service.

Skills

Finance leadership

SaaS experience

Revenue recognition

Fundraising experience

Education

Bachelor in Accounting/Finance

Job description

FinStrat Management, Inc. is seeking a client-facing Chief Financial Officer to lead virtual CFO engagements for our SaaS client base.

You will drive growth strategies, provide financial insight on major decisions, and implement robust controls and forecasting processes to scale client operations. You will oversee fundraising efforts, optimize revenue recognition, manage liquidity and debt facilities, and collaborate with CROs and sales teams on contract matters.