Role Description
FinStrat Management (βFSMβ) is seeking a motivated individual to join our team as a client-facing Chief Financial Officer. This is a great opportunity to build a team, implement best practices, and help scale both our company and our clients.
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Manage FSM client engagements as a virtual Chief Financial Officer
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Provide insight and recommendations related to clients' growth strategy, as well as input regarding the financial implications of major business decisions
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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
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Analyze clients' financial results with respect to profits, trends, cost and compliance with budgets
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Present and provide insight on financial results with a narrative on results, variances to plan, trends, and key metrics
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Provide leadership in the execution of financial transactions, including financing, acquisitions, facilities, and partnerships
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Manage cash utilization, and debt facilitates to maintain a strong foundation of liquidity for clients' growth
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Collaborate with clients' CRO and sales team on contracts and contract processes
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Serve as a liaison between clients and their outside legal counsel
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Oversee clients' stock option, commission, and benefit plans
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Direct and support FSM staff assigned to client engagements
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Ensure deliverables meet FSM's quality standard
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Provide five-star client service
Qualifications
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10+ years of financial experience with recent experience as CFO or VP of Finance at a growing SaaS or software company
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Solid understanding of software revenue recognition, SaaS metrics, and associated best practices
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Success implementing and optimizing process, procedures, and infrastructure to enable scale and support growth (organic and inorganic)
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Experience in leading fundraising efforts, ideally at a growth stage company
Requirements
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Capable, confident leader
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Ability to handle multiple client engagements simultaneously
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Commitment and ability to meet critical business deadlines
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Self-starter with strong organizational skills
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Exceptional attention to detail
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Excellent research and problem-solving skills
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Strong communication and social skills
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Able to receive constructive feedback
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Comfortable working in a dynamic environment
Education
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Bachelor's degree in Accounting or Finance is required
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CPA preferred but is not required (the company will reimburse exam costs following successful completion)
Benefits
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Compensation commensurate with experience
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Flexible work schedule
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Unlimited vacation
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Medical, dental, and vision insurance
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Ongoing education and training
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Bonuses and profit-sharing