
11 - 50 employees
Founded 2011
🤝 B2B
💸 Finance
☁️ SaaS
B2B • Finance • SaaS
Ascent CFO Solutions is a Fractional CFO firm offering outsourced finance and accounting services to businesses at any stage of development. They provide expert financial guidance, including financial modeling, cash flow forecasting, funding strategies, and custom financial dashboards, enabling companies to make informed strategic decisions. Their experienced team integrates seamlessly with clients, delivering tailored support without increasing headcount, ensuring that clients can visualize their business performance and prepare for future growth or exits.
🔥 0 minutes ago
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11 - 50 employees
Founded 2011
🤝 B2B
💸 Finance
☁️ SaaS
B2B • Finance • SaaS
Ascent CFO Solutions is a Fractional CFO firm offering outsourced finance and accounting services to businesses at any stage of development. They provide expert financial guidance, including financial modeling, cash flow forecasting, funding strategies, and custom financial dashboards, enabling companies to make informed strategic decisions. Their experienced team integrates seamlessly with clients, delivering tailored support without increasing headcount, ensuring that clients can visualize their business performance and prepare for future growth or exits.
• Serve as a strategic partner and “right hand” to CEOs and executive teams • Develop and execute comprehensive financial strategies aligned with business goals • Build and maintain financial models, rolling forecasts, and cash flow projections • Lead budgeting processes and analyze budget-to-actual performance • Identify and monitor key financial trends, KPIs, and business metrics • Develop executive dashboards and board-ready reporting packages • Support and lead fundraising efforts, including venture capital and private equity transactions • Lead M&A initiatives, including due diligence, valuation support, and post-acquisition integration • Oversee or directly manage month-end close processes and financial reporting • Assess and improve accounting processes, systems, and internal controls • Coordinate annual audits and manage tax return processes • Present financial results and strategic insights to Boards of Directors and shareholders • Lead client onboarding engagements, including financial assessments and transition planning
• 15+ years of progressive accounting and finance experience • Several years serving as a full-time CFO • Bachelor’s degree required; CPA license and/or MBA strongly preferred • Demonstrated experience as a strategic financial leader and executive partner • Proven success working with fast-growth companies • Extensive experience building financial forecasts and cash flow models • Strong background in M&A, including due diligence and integration • Experience raising capital, particularly within the venture capital ecosystem • Comfortable operating in both strategic and hands-on capacities • Experience working across multiple industries • Strong ERP and accounting systems experience (QuickBooks Online, NetSuite, Sage Intacct, and similar platforms) • Advanced proficiency in Microsoft Excel; Google Sheets experience a plus • Entrepreneurial mindset with exceptional communication and leadership skills.
• Flexible work arrangements
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