Director of Financial Planning, Analysis

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November 25

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FinStrat Management, Inc.

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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.

11 - 50 employees

💸 Finance

☁️ SaaS

💳 Fintech

📋 Description

• Develop and Scale FP&A Functionality • Build out robust FP&A processes and systems to support the company’s clients’ growth and scalability. • Implement financial forecasting models, budgeting frameworks, and reporting tools. • Support our clients’ annual budgeting and quarterly forecasting processes, ensuring alignment with organizational and client goals. • Assist financial analysts analyze clients’ financial trends, KPIs, and business drivers to provide actionable insights to executive leadership. • Oversee preparation of internal and client-facing financial reports, including variance analyses, trend reports, and dashboards. • Design and improve financial reporting templates and processes to ensure accuracy, timeliness, and clarity. • Manage, mentor, and develop the FP&A team, ensuring high performance and professional growth. • Establish best practices and foster a culture of continuous improvement within the FP&A team. • Work cross-functionally with accounting, finance, and operational teams to provide comprehensive financial guidance. • Collaborate with CFOs and other stakeholders to design FP&A solutions tailored to the needs of early-stage, investor-backed businesses. • Provide clients with strategic recommendations to optimize cash flow, improve margins, and achieve financial milestones. • Support clients in preparing for fundraising efforts by developing financial models and investor presentations. • Assist CFOs guide clients on capital allocation strategies to maximize ROI and operational efficiency. • Evaluate and implement financial planning tools and systems to enhance accuracy and efficiency in reporting and forecasting. • Identify automation opportunities to reduce manual processes and improve data reliability. • Continuously refine FP&A processes to drive scalability and ensure alignment with industry best practices. • Monitor emerging trends in FP&A and recommend innovations to stay ahead of client and business needs. • Serve as a strategic thought partner to the executive team, providing insights to shape the company’s financial strategy. • Act as a trusted advisor in strategic discussions, including growth opportunities, market expansion, and risk management. • Establish and monitor key performance indicators (KPIs) to evaluate the success of both internal and client financial objectives. • Regularly communicate performance insights and recommendations to stakeholders.

🎯 Requirements

• Proven experience in FP&A leadership roles, preferably in professional services or working with early-stage, investor-backed companies. • Expertise in financial modeling, budgeting, forecasting, and analysis. • Exceptional communication skills, with the ability to translate complex financial data into actionable insights for diverse audiences. • Proficiency in financial planning tools and software; experience with automation tools is a plus. • Strong leadership and team management skills, with the ability to motivate and guide a team of marketing professionals. • Excellent communication skills (written and verbal). • Creative and strategic thinking with the ability to innovate and adapt in a fast-paced environment. • Self-starter with a proactive approach to solving problems and driving projects forward. • Strong organizational and project management skills, with the ability to manage multiple projects simultaneously and meet deadlines. • Detail-oriented with a passion for delivering high-quality work. • A strong understanding of the fractional CFO services market and the unique needs of small to medium-sized businesses is a plus.

🏖️ Benefits

• Flexible work schedule • Unlimited vacation • Medical, dental, and vision insurance • Ongoing education and training • Bonuses and profit-sharing