
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 20
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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.
• Leadership of FSM staff accountants; planning, directing, and coordinating all accounting operational functions for clients • Take ownership of the monthly financial close, reconciliation of accounts and G/L analysis for clients • Prepare month-end reporting package with financial statements and variance analysis for clients • Review and ensure journal entries are posted accurately • Review and ensure client GL accounts are accurately reconciled • Manage clients’ back office finance functions (e.g., A/R, A/P, payroll, etc.) • Assess clients’ current account operations, make recommendations for improvement and implementing new systems and processes • Ensure deliverables meet the firm’s quality standards • Identify and communicate engagement matters to clients, managers and partners • Provide five-star client service
• Strong understanding of financial statement preparation and account reconciliations • Comprehensive knowledge of cash flow management, budgeting and forecasting • Knowledgeable in all aspects of generally accepted accounting principles (GAAP) and Revenue Recognition (i.e. ASC 606) • Outstanding technology and systems skills • Expert-level proficiency with Microsoft Excel • Strong analytical skills • Hiring, training, and retaining skilled accounting staff • Ability to handle multiple engagements simultaneously • Commitment and ability to meet critical business deadlines • Strong communication and ability to interact with internal and external partners • Self-starter with strong organizational skills • Exceptional attention to detail • Excellent research and problem-solving skills • Someone who is always looking to learn and improve; solicits/uses constructive feedback • Comfortable working remotely in a dynamic environment
• Compensation commensurate with experience • Flexible work schedule • Unlimited vacation • Medical, dental, and vision insurance • Ongoing education and training • Bonuses
Apply Now🕒 May 19
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