
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.
🔥 1 minute ago
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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.
• Support client engagements through research, financial analysis, data analysis, and reporting • Prepare financial summaries, comparisons, market research, KPI analysis, and other data-driven deliverables • Analyze financial and operational data to identify trends, inconsistencies, and insights • Communicate what financial and operational data means • Take ownership of assigned work and proactively identify next steps, open questions, and improvement opportunities • Prepare clear written materials, including memos, summaries, trackers, and analyses • Build working relationships with internal team members and clients • Use Claude and other AI tools for research, analysis, drafting, and document review while validating outputs and calculations • Support engagement coordination through scheduling, follow-up tracking, and document organization • Learn internal processes and identify ways to improve efficiency
• Bachelor’s degree in finance, accounting, business, economics, mathematics, statistics, data analytics, or a related field preferred • Strong quantitative and numerical skills • Ability to work with financial information, calculations, percentages, trends, and large sets of data • Strong written and verbal communication skills • Ability to explain analysis clearly and adapt communication to different audiences • Strong interpersonal skills • High attention to detail and strong follow-through • Comfortable working in Excel/Google Sheets, including formulas, data manipulation, and analysis • Comfort with AI tools such as ChatGPT or Claude, with judgment to validate outputs • No prior industry experience required • Coursework or an internship in finance, accounting, or a related field is a bonus • Experience with financial systems like QuickBooks or NetSuite is a bonus
• Compensation commensurate with experience • Flexible work schedule • Unlimited vacation • Medical, dental, and vision insurance • Ongoing education and training • Bonuses and profit-sharing
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