
11 - 50 employees
đ¸ Finance
âď¸ SaaS
đł 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.
đĽ 3 minutes ago
đŚ Maryland â Remote
â° Full Time
đ´ Lead
đ¸ Financial Planning and Analysis (FP&A)
đť Ghost score 25%
Where this job comes from
Posted on FinStrat Management, Inc.'s careers page, not through a job board
First seen by Remote Rocketship 3 minutes ago

11 - 50 employees
đ¸ Finance
âď¸ SaaS
đł 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 on clients' growth strategies and the financial implications of major business decisions ⢠Implement controls, frameworks, policies, systems, financial planning, budgets, forecasting, and closing processes ⢠Analyze clients' financial results, including profits, trends, costs, and budget compliance ⢠Present financial results with narratives on results, variances to plan, trends, and key metrics ⢠Lead financial transactions, including financing, acquisitions, facilities, and partnerships ⢠Manage cash utilization and debt facilities to maintain client liquidity ⢠Collaborate with clients' CRO and sales teams on contracts and contract processes ⢠Liaise between clients and 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 standards ⢠Provide five-star client service
⢠10+ years of financial experience ⢠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, organically and through acquisitions ⢠Experience leading fundraising efforts, ideally at a growth stage company ⢠Capable, confident leader ⢠Ability to handle multiple client engagements simultaneously ⢠Commitment and ability to meet critical business deadlines ⢠Self-starter with strong organizational skills ⢠Exceptional attention to detail ⢠Excellent research and problem-solving skills ⢠Strong communication and social skills ⢠Able to receive constructive feedback ⢠Comfortable working in a dynamic environment ⢠Bachelor's degree in Accounting or Finance is required ⢠CPA preferred but not required ⢠Comfortable working in a client-facing role
⢠Compensation commensurate with experience ⢠Flexible work schedule ⢠Unlimited vacation ⢠Medical, dental, and vision insurance ⢠Ongoing education and training ⢠Bonuses and profit-sharing ⢠CPA exam cost reimbursement following successful completion
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