Fractional Chief Financial Officer (Remote)

FinStrat Management; Annapolis (MD); Remote; USD 90,000 - 150,000; Full time

Job summary

An established industry player is looking for a dynamic and motivated individual to step into the role of a client-facing Fractional Chief Financial Officer. This exciting opportunity involves managing client engagements, providing strategic insights, and implementing best financial practices. Ideal candidates will have a robust financial background, particularly in SaaS or software companies, and will thrive in a fast-paced environment. Join a forward-thinking firm that values flexibility and offers a supportive culture, where you can make a significant impact on both the company and its clients.

Benefits

Flexible work schedule

Unlimited vacation

Medical, dental, and vision insurance

Ongoing education and training

Bonuses and profit-sharing

Qualifications

• 10+ years of financial experience, ideally as CFO or VP of Finance.
• Strong understanding of SaaS metrics and revenue recognition.

Responsibilities

• Manage client engagements as a virtual Fractional CFO.
• Analyze financial results and provide strategic recommendations.
• Implement financial controls and frameworks for client success.

Skills

Financial Analysis

Leadership

Communication Skills

Problem-Solving

Organizational Skills

SaaS Metrics Understanding

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 Fractional 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

1. Manage FSM client engagements as a virtual Fractional CFO
2. Provide insight and recommendations related to clients’ growth strategy, as well as input regarding the financial implications of major business decisions
3. 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
4. Analyze clients’ financial results with respect to profits, trends, cost and compliance with budgets
5. Present and provide insight on financial results with a narrative on results, variances to plan, trends, and key metrics
6. Provide leadership in the execution of financial transactions, including financing, acquisitions, facilities, and partnerships
7. Manage cash utilization, and debt facilitates to maintain a strong foundation of liquidity for clients’ growth
8. Collaborate with clients’ CRO and sales team on contracts and contract processes
9. Serve as a liaison between clients and their outside legal counsel
10. Oversee clients’ stock option, commission, and benefit plans
11. Direct and support FSM staff assigned to client engagements
12. Ensure deliverables meet FSM’s quality standard
13. Provide five-star client service

Job Requirements

Professional background

1. 10+ years of financial experience with recent experience as CFO or VP of Finance at a growing SaaS or software company
2. Solid understanding of software revenue recognition, SaaS metrics, and associated best practices
3. Success implementing and optimizing process, procedures, and infrastructure to enable scale and support growth (organic and inorganic)
4. Experience in leading fundraising efforts, ideally at a growth stage company

Soft Skills

1. Capable, confident leader
2. Ability to handle multiple client engagements simultaneously
3. Commitment and ability to meet critical business deadlines
4. Self-starter with strong organizational skills
5. Exceptional attention to detail
6. Excellent research and problem-solving skills
7. Strong communication and social skills
8. Able to receive constructive feedback
9. Comfortable working in a dynamic environment

Education

1. Bachelor’s degree in Accounting or Finance is required
2. CPA preferred but is not required (the company will reimburse exam costs following successful completion)

Benefits and Perks

1. Compensation commensurate with experience
2. Flexible work schedule
3. Unlimited vacation
4. Medical, dental, and vision insurance
5. Ongoing education and training
6. Bonuses and profit-sharing