
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.
🕒 May 28
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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.
• 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
• 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 • Bachelor’s degree in Accounting or Finance is required • CPA preferred but is not required (the company will reimburse exam costs following successful completion)
• Flexible work schedule • Unlimited vacation • Medical, dental, and vision insurance • Ongoing education and training • Bonuses and profit-sharing
Apply Now🕒 May 28
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