Apply on Employer Site

FinStrat Management · 12 hours ago

Chief Financial Officer

United States

Full-time

Remote

Director/Executive

10+ years exp

FinStrat Management (FSM) is seeking a motivated individual to join their team as a client-facing Fractional Chief Financial Officer. This role involves managing client engagements, providing financial insights and recommendations, and implementing best practices to help scale both the company and its clients.

Financial ServicesSoftware

Responsibilities

Manage FSM client engagements as a virtual Fractional CFO

Provide insight and recommendations related to clients’ growth strategy, as well as input regarding the financial implications of major business decisions

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

Analyze clients’ financial results with respect to profits, trends, cost and compliance with budgets

Present and provide insight on financial results with a narrative on results, variances to plan, trends, and key metrics

Provide leadership in the execution of financial transactions, including financing, acquisitions, facilities, and partnerships

Manage cash utilization, and debt facilitates to maintain a strong foundation of liquidity for clients’ growth

Collaborate with clients’ CRO and sales team on contracts and contract processes

Serve as a liaison between clients and their 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 standard

Provide five-star client service

Qualification

CFO experienceSaaS metricsFundraising experienceFinancial analysisProcess optimizationLeadershipOrganizational skillsCommunication skillsProblem-solving skillsAttention to detail