Chief Financial Officer

F

FinStrat Management

Chief Financial Officer

Annapolis, MD
Full Time
Paid
  • Responsibilities

    The Role

    FinStrat Management (“FSM”) 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.

    Responsibilities

    • Manage FSM client engagements as a virtual Chief Financial Officer
    • 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

    Job Requirements

    Professional background

    • 10+ years of financial experience with 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 (organic and inorganic)
    • Experience in leading fundraising efforts, ideally at a growth stage company

    Soft Skills

    • 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

    Education

    • Bachelor's degree in Accounting or Finance is required
    • CPA preferred but is not required (the company will reimburse exam costs following successful completion)

    Benefits and Perks

    • Compensation commensurate with experience
    • Flexible work schedule
    • Unlimited vacation
    • Medical, dental, and vision insurance
    • Ongoing education and training
    • Bonuses and profit-sharing