
11 - 50 employees
💸 Finance
☁️ SaaS
💳 Fintech
Finance • SaaS • Fintech
FinStrat Management, Inc. is a financial services company that specializes in providing accounting, finance, and reporting solutions for SaaS, AI-driven, and venture-backed companies. The firm offers a range of services including fractional CFO, controller, and bookkeeping, as well as VC fund accounting and administration. Additionally, they provide portfolio company monitoring and private asset tracking and reporting services tailored for high-net-worth individuals, family offices, and VCs. FinStrat leverages AI tools to enhance financial operations and deliver GAAP-compliant financial insights through web-based dashboards.
🕒 Yesterday
Senior Data Engineer building AI-powered financial systems as a core builder and client technical point of contact. Involves cloud infrastructure, data pipelines, and AI agents.
AWS
Cloud
ERP
Python
SQL
🕒 July 8
CFA Charterholder managing discretionary investment services and capital for ultra-high-net-worth client families. Leading portfolio management and investment oversight for family office structures.
🕒 June 17
Family Office Services Manager leading investment services delivery for ultra-high-net-worth client families. Managing capital and constructing portfolios while coordinating with wealth management advisors.
🕒 May 20
Bookkeeper supporting accounting operations and financial reporting for FinStrat Management clients. Remote role requiring proficiency in accounting software and strong analytical skills.
🕒 May 28
Chief Financial Officer for FinStrat Management providing strategic financial insight and leadership remotely. Engaging with clients to enhance their financial strategies and operations.
🕒 May 20
Staff Accountant supporting accounting operations and financial reporting for FSM clients. This role requires a self-starter attitude and strong accounting skills.
🕒 May 20
🕒 March 3
Tax Compliance and Internal Audit Specialist ensuring accurate payroll tax filings and compliance across accounting functions. Collaborating with internal teams and supporting audit readiness for regulatory requirements.
🕒 February 10
Senior Financial Analyst at FinStrat Management executing research, trends analysis and financial modeling for business planning decisions.
🕒 November 19, 2025
Senior Financial Analyst with CFA designation conducting financial analysis for strategic initiatives. Collaborating with teams to support budgeting and forecasting processes while advising on investment opportunities.